The world's biggest copper miner, Chile's Codelco (COBRE.UL), has named Gonzalo Lara Skiba as vice president of integrating operations at Andina, a role in which he will spearhead a shared mine plan between Codelco's Andina and Anglo American's Los Bronces. ...

Group 1 - The rising price of copper is seen as a strong indicator of a healthy overall economy, earning it the nickname "Dr. Copper" [1] - Ero Copper (ERO) is highlighted as one of the top-rated stocks in the mining group, suggesting a positive economic outlook [1] - Ero Copper has shown an improvement in its Relative Strength Rating, which has risen to 79, indicating better technical performance [1][3] Group 2 - The Composite Rating for Ero Copper has increased to 96, reflecting its strong performance relative to peers [3] - Other companies in the mining sector, such as Alcoa and Freeport-McMoRan, are also experiencing improved technical strength and are approaching key benchmarks [3] - Sigma Lithium and Rio Tinto have shown improving leadership and received rating upgrades, respectively, indicating a positive trend in the mining industry [3]

Summary of Solaris Resources Presentation at Lithium Partners Fall 2025 Investor Conference Company Overview - **Company Name**: Solaris Resources - **Ticker Symbols**: SLSR (NYSE), SLS (TSX) - **Market Capitalization**: Approximately $900 million [9] Industry Context - **Industry**: Copper Mining - **Key Project**: Warintza Project, a significant copper porphyry deposit located in southeastern Ecuador Core Points and Arguments 1. **Project Significance**: Warintza is described as a tier one, global scale, near-term, multi-generational copper project with a resource estimate of 4.3 billion tons, expected to expand in 2025 [3][10] 2. **Economic Viability**: The project has a low strip ratio and is positioned in the first quartile of the cash cost curve, indicating robust economic potential [4][10] 3. **Revenue Diversification**: Approximately 18% of revenues are expected to come from byproduct credits, including molybdenum and gold, enhancing revenue stability [4][30] 4. **Funding and Financial Health**: Solaris has secured a $200 million financing package from Royal Gold, which is non-dilutive and covers all necessary activities until a final investment decision (FID) in late 2026 [5][21] 5. **Social License and Community Engagement**: The company has signed multiple agreements with local communities and received endorsements from various government levels, ensuring a social license to operate [6][18] 6. **Management Team**: The management team has extensive experience in mining and a proven track record, which is crucial for the project's success [7][8] 7. **Strategic Positioning**: The project has no major partners in the equity stack, providing strategic flexibility for future partnerships [5][10] 8. **Infrastructure and Location**: Ecuador is highlighted as a favorable mining jurisdiction with low tax rates, good infrastructure, and supportive government policies [15][16][17] 9. **Permitting Process**: The company is progressing well with the Environmental Impact Assessment (EIA) and anticipates approval by late 2025 [27][28] 10. **Future Catalysts**: Key upcoming milestones include the publication of the Preliminary Feasibility Study (PFS) and updated mineral resource estimates in late 2025, followed by a bankable feasibility study in 2026 [29][30] Additional Important Information - **Investor Protection**: The company benefits from investment protection agreements, including tax and regulatory freezes until 2066 [17] - **Community Support**: Strong rapport with local communities and multiple agreements in place to ensure ongoing support for the project [18] - **Market Position**: Solaris believes it is undervalued relative to its net asset value (NAV) and expects to see value accretion as it meets its development milestones [32] This summary encapsulates the key points from the Solaris Resources presentation, highlighting the company's strategic advantages, project viability, and future growth potential in the copper mining industry.

Taseko Mines Conference Summary Company Overview - **Company Name**: Taseko Mines (NYSEAM:TGB) - **Market Capitalization**: Approximately $1.2 billion USD - **Share Price**: Approximately $3.74, recently hitting a fourteen-year high [14][59] Key Assets and Projects - **Gibraltar Mine**: - Location: British Columbia, Canada - Production: 125 to 130 million pounds of copper per year - Remaining Reserves: 20 years - Average Grade: 0.25% copper - Unit Costs: Approximately $2.30 per pound, generating significant cash flow at current copper prices of $4.50 [5][21][22][28] - **Florence Copper Project**: - Location: Arizona, nearing completion with over 95% construction completed - Expected Production: 85 million pounds of copper cathode per year, increasing overall copper production by about 70% - Operating Costs: Approximately $1.10 per pound, significantly lower than Gibraltar [6][30] - Economic Metrics: - After-tax NPV at $4.50 copper: $1.3 billion USD - Internal Rate of Return (IRR): 50% with a 2.5-year payback period [31][32] - **New Prosperity Project**: - Recent developments include an agreement with the province of BC and the Chelcotin Nation, receiving $75 million and establishing a trust for future benefits [51][52] - Contains 13 million ounces of gold and 5 billion pounds of copper, valued between $5 billion to $10 billion at current metal prices [52] - **Yellowhead Project**: - Estimated Capital Cost: $2 billion - Expected Production: 180 million pounds of copper per year over a 25-year mine life - Initial Costs: $1.62 per pound for the first five years, $1.90 per pound over the life of the mine [53][55] Market Dynamics - **Copper Market**: - Current Price: Approximately $4.50 per pound - Supply Concerns: Significant supply deficits projected, with estimates of a 3.3 million ton deficit in a 26 million ton market over the next five years [20][19] - Demand Drivers: Increased demand from AI, data centers, and traditional sectors [18] Financial Performance and Valuation - **Cash Flow Generation**: Expected to produce between $500 million to $700 million CAD of EBITDA per year from Gibraltar and Florence combined, depending on copper prices [58] - **Valuation Gap**: Company believes it is undervalued compared to peers, trading at a significant discount despite having substantial reserves [56][58] Strategic Focus - **Geographic Focus**: Commitment to North America due to favorable regulatory environments and reduced risks of asset expropriation [11] - **Environmental Considerations**: Florence project utilizes in situ recovery technology, resulting in lower energy consumption, carbon emissions, and water usage compared to traditional mining methods [41][42] Conclusion - Taseko Mines is positioned for significant growth with the ramp-up of the Florence Copper Project and the potential development of the Yellowhead and New Prosperity projects, amidst a favorable copper market environment [59]

BREAKING: Tesla's Strong Showing In China Freeport-McMoRan (FCX) was the top S&P 500 performer early Tuesday after an upgrade from BofA analyst Lawson Winder, who spoke with CEO Kathleen Quirk about the recovery effort following a Sept. 8 disaster at the world's second-largest copper mine. FCX stock built on Monday's bounce-back session, attempting to regain long-term support. Winder said that while he didn't receive any new… Related news Stocks Generating Improved Relative Strength: BHP Group ADR Nasdaq Ed ...

Core Viewpoint - XXIX Metal Corp. is set to initiate a 6,000-metre drill program at the Cooke Gold Zone within its Opemiska copper project, aiming to expand its gold inventory and enhance the project's overall resource base [1][6]. Company Overview - XXIX Metal Corp. operates the Opemiska and Thierry Copper projects, which are significant assets in the Canadian copper sector, with the Opemiska project being one of Canada's highest-grade open-pitable copper deposits [6][7]. - The Cooke Gold Zone was historically a gold mine with copper by-product credits, producing 1.97 million tonnes at a grade of 5.04 g/t gold and 0.66% copper [5][6]. Drill Program Details - The upcoming drill program will consist of up to 34 holes, with approximately 23 holes (4,500 metres) planned specifically for the Cooke Gold Zone, while the remaining holes will target the Chibougamau Copper Zone [1][4]. - This drill campaign marks the first systematic exploration at Cooke since its closure, leveraging the extensive geological database inherited from Falconbridge [3][6]. Resource Potential - The current resource at Opemiska includes 62,706 kt at 0.31 g/t Au (634 Koz, Indicated Resources) and 78,485 kt at 0.17 g/t Au (419 Koz, Inferred Resources) [2][6]. - The primary goal of the drill program is to define near-surface gold and copper resources that could be beneficial to the broader Opemiska project, particularly focusing on mineralization from the crown pillar [3][5].

Barrick Mining Corporation has announced a leadership transition with the appointment of Mark Hill as group chief operating officer (COO), interim president and CEO, effective immediately. This appointment follows the departure of Mark Bristow, who stepped down after nearly seven years as president and CEO after Barrick merged with Randgold in 2019. Bristow led the integration of the two companies. During his tenure, significant investments were made in Barrick’s assets to maintain profitable gold and co ...

Via Metal Miner The copper market recently experienced a significant development that could have big implications for global supply. Metals and mining multinational Anglo American has finalized an agreement with National Copper Corporation of Chile (Codelco) to merge operations at their respective Los Bronces and Andina copper mines, putting them among the top 5 largest sites in the world. According to a September 16 announcement, the agreement will unlock up to $5 billion in value from the adjacent sites ...

Core Insights - Fitzroy Minerals Inc. has reported significant progress in exploration at its Buen Retiro and Caballos copper projects in northern Chile, with a focus on expanding mineralization and accelerating drilling efforts [1] Buen Retiro Project - Recent diamond drilling has extended the continuous mineralization zone in the Southwest Area to 1.4 km, a ~40% increase from the previous 985 m [2][6] - The company plans an additional 2,250 m of diamond drilling in 2026 and has completed 1,050 m of reverse-circulation drilling, with 3,950 m more planned [2][3] - Initial assays from reverse-circulation drilling are expected in October 2025, and the company is investigating fast-track production options, aiming for a maiden mineral resource estimate and a Preliminary Economic Assessment (PEA) in 2026 [4][18] Caballos Project - The Caballos drilling program is being expanded to three rigs to expedite testing of priority targets, with plans to complete at least 3,000 m of diamond drilling in 2025 [3][19] - Recent drilling has encountered fault gouge, causing delays, but the company remains confident in the project's potential due to several breakthroughs [5][20] - The drilling will focus on the Chincolco and Mule Hill prospects, with approximately 2,000 m and 1,000 m planned respectively [3][19] Geological Insights - Age-dating at Caballos indicates a long-lived hydrothermal system from 44 Ma to 25 Ma, aligning with known mineral-rich belts in Chile [9][27] - Mapping at Caballos has identified potential for expansion under post-mineral cover, enhancing the project's overall prospects [9][27] Infrastructure and Logistics - The Buen Retiro project benefits from significant infrastructure advantages, including proximity to the Pan-American highway and high voltage transmission lines, which could support near-term production viability [16][18]

Core Insights - Canadian Critical Minerals Inc. (CCMI) reported revenues from the sale of stockpiled mineralized material at the Bull River Mine (BRM) project, generating approximately USD$135,000 from 1,448 dry metric tonnes of material shipped in August 2025 [1][2]. Company Overview - CCMI is primarily focused on copper production assets in Canada, with its main asset being the 100% owned Bull River Mine project, which contains 150 million lbs of copper along with gold and silver resources [3]. - The company also holds a 9% interest in XXIX Metal Corp., which owns the Thierry copper project in Ontario and the Opemiska copper project in Quebec [3]. Financial and Operational Updates - Proceeds from the sale of mineralized material will be utilized to cover ongoing care and maintenance costs at BRM and to support engineering studies for the final permit application to restart mill and underground operations [2]. - As of the end of August 2025, the ore sorter at BRM was decommissioned and returned to its owner in Idaho on September 10, 2025 [2].