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Wednesday, 28 October 2026

The Deal Ledger

Financings, takeovers, streams and listings

The big story

Gold

Brent Above $115 Tests Mining Margins and Newmont’s $110 Million Per $10 Oil Cost Sensitivity

Why it matters At an October 26 Brent quotation of $115.16 a barrel, Newmont's oil-price sensitivities suggest an illustrative $497 million annualized pre-tax cost exposure against a $70 assumption, not actual incurred costs.

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Also this week

Gold

The $3,600 Question: How Gold’s Pullback and Newmont’s Red Chris Evaluation Redefine Mining Capital Allocation

Gold's 26.8 percent retreat on the London Fixing is testing transaction assumptions, but Eldorado-Foran, Zijin-Allied, and Newmont's $4.2–$4.8 billion Red Chris block-cave… Read →

Copper

LME Copper Stocks Jump 21.4% to 273,750 Tonnes as Highland Valley Strike Tests Concentrate Supply

LME copper inventories jumped 21.4 percent over six sessions to 273,750 tonnes just as workers struck Teck's Highland Valley mine, highlighting a… Read →

Market Intelligence

Uranium’s Great Disconnect: URA Slides 45.2% From Peak While Long-Term Contract Prices Hold Record $96.50

Uranium mining shares have fallen 45.2 percent from their January peak even as long-term contract indicators hold a record $96.50 per pound,… Read →

Battery Metals

Lithium Demand Could Require 134 New Mines and $100 Billion by 2050

Global lithium demand will more than triple between now and 2050, requiring the equivalent of 134 new mines and more than $100… Read →

Watch

Digging Deeper · video

Paper Mines: The Ground Reality of India’s Strategic Mineral Push

▶ Watch on YouTube

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