Discovery Alert

18/10/2026

Zimbabwe recorded 44 fall-of-ground fatal accidents in 2025, down from 61 in 2024. The Chamber of Mines credited safety measures aimed at artisanal mining, not new ground-control technology.

Fall of ground (rock collapse underground) remains the leading cause of mining deaths in the country, according to the Chamber of Mines of Zimbabwe.

Mechanised rigs can stall without spares, consumables or trained operators. Ground failure may interrupt output and inflate rehabilitation costs for platinum, gold and base-metal producers.

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Zimbabwe's fall-of-ground deaths fell from 61 to 44, but ground control mining tech isn't the reason. See what investors should check before backing a miner.

18/10/2026

China has proposed banning 12 photovoltaic technologies from export, while interim registration of solar technology transfers is already live.

The draft targets know-how and equipment, not finished panels. Perovskite, tandem cells and thin wafers are reported to face prohibition, while TOPCon, HJT and XBC lines face a permission regime.

India sourced about 90% of its cell imports from China in FY2024-25, according to the HKUST Global Supply Chain Report. Consultation closes 15 November 2026.

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18/10/2026

Spot gold hit US$4,194.36/oz, yet Gordon Lake, a former producing district in Canada's Northwest Territories, has no current NI 43-101 resource (a formal estimate under Canadian disclosure rules).

Golden Pursuit Resources (TSXV: GDP) has consolidated about 6,850 hectares of the district. Management says a pending all-weather road could cut drilling costs from roughly $900-1,200 per metre to about $200. No independent source confirms those figures.

Investors may weigh plausible geology against unproven continuity, metallurgy and road timing.

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The Gordon Lake gold district has 6,850 hectares and gold near US$4,194/oz, but no NI 43-101 resource. See the catalysts, risks and funding gap.

18/10/2026

The USGS records Mongolia at about 0.03% of world copper supply. Rio Tinto says one Mongolian mine, Oyu Tolgoi, produced roughly 345,000 tonnes in 2025.

Rio Tinto's Q3 2026 report showed copper output up 29% year on year for the first nine months. Rio's stated goal is about 500,000 tonnes a year from 2028 to 2036, which is company guidance, not a certainty.

Wood Mackenzie estimates the industry needs about 7.8 million tonnes of extra supply by 2035, so one mine covers only a fraction. Panel 1 timing depends on Entrée licence transfers outside Rio's control.

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Mongolia copper gold production looks tiny in USGS data, yet Oyu Tolgoi made 345,000t in 2025. See the ramp-up risks and China dependency.

18/10/2026

The largest iron-ore producer in the EU sits in northern Sweden, and investors cannot buy a share of it.

LKAB is wholly state owned and reported producing 86% of EU iron ore in 2025. Boliden (Nasdaq Stockholm: BOL) is the clearest listed operating exposure, while developers such as Talga (ASX: TLG) remain pre-production and dependent on permits.

The article outlines the approval gates, Sami consultation and processing gaps that may affect returns. It is not a buy or hold call.

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Sweden mining investment is harder than it looks: LKAB has no ticker. See how Boliden and permit-bound developers offer exposure, and the risks.

18/10/2026

LKAB produced 86% of the EU's iron ore in 2025, yet European steelmakers still import heavily from Canada, Brazil and Australia.

The gap matters as steelmakers shift towards direct reduction, which needs higher purity pellets. Fastmarkets identified DR-grade pellet availability as a primary bottleneck for green steel, with 40-50 Mt of new European capacity expected during 2025 to 2030.

LKAB is state-owned and unlisted. SSAB is the clearest listed link, with LKAB holding 10.9% of its shares. Risks include permitting, power, rail capacity and weak steel markets.

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Sweden iron ore mining supplies 86% of EU ore, but LKAB's Gällivare edge is DR-grade pellets for green steel. See what it means for investors.

18/10/2026

China has removed tariffs on about 9,000 product lines for 53 African countries, yet zero-tariff access may not translate into export value for Ghana.

Gold made up about 63% of Ghana's 2025 export earnings, according to Bank of Ghana data. Africa Prosperity Network's Gabby Asare Otchere-Darko has urged a deliberate value-addition plan rather than a focus on BRICS membership.

Rules of origin, processing capacity, power and finance could all determine whether the tariff cut reaches project returns for bauxite, gold and cocoa. 📊

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18/10/2026

Same intersection. Three different ways to quote it.

Convert to metal equivalent across 25 commodities, using your own price assumptions.

Free to check out.

18/10/2026

Iran's crude exports have fallen to zero, yet at least eight gas tankers appear to have slipped past the US naval blockade.

United Against Nuclear Iran estimates the LPG aboard at about 4.1 million barrels, with one jet fuel cargo also reaching Myanmar, according to Reuters.

Kpler recorded zero Iranian crude loadings in September 2026. Analysts suggest the blockade is working on crude while product cargoes leak at the margins, a gap that may affect Asian LPG and jet fuel markets.

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Iran LPG exports are leaking past the US blockade: 8 tankers, 4.1M barrels, and a jet fuel cargo. See how ship-to-ship transfers hide the flow.

17/10/2026

Brent crude for December 2027 delivery settled at US$86.69 a barrel, about US$20 above late 2025 levels. Goldman Sachs still forecasts a 2027 average of US$80.

The gap suggests two separate questions: how long scarcity lasts, and whether damaged refineries recover. The IEA expects diesel tightness could persist well into 2027, with inventories not recovering until H2 2027.

Argus reports middle-distillate margins above US$100 a barrel, so lower crude prices may not ease fuel costs.

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