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Getty Copper closed a C$15.0M flow-through private placement to fund BC critical-mineral exploration.
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Jiangxi Copper Signs New Three-Year JCC Group Supply Deal
Jiangxi Copper has signed a new three-year supply and services agreement with JCC Group covering copper products, other metals, auxiliary materials and a wide range of industrial support services. The agreement adds another operational reference point for investors watching how sentiment shifts around future cash flows and risk, with the stock trading at HK$33.22 after a 30 day share price return down 15.43% and a year to date share price return down 23.95%, even though the 3 year total shareholder return is up about 3.3x. On valuation, Jiangxi Copper trades on a P/E of 8.4x, below the Hong Kong Metals and Mining industry average P/E of 10.1x and a peer average of 10.9x, and below an estimated fair P/E of 9.1x, with profit growth of 54.1% over the past year and 10.9% per year across five years. A Simply Wall St discounted cash flow model compares the HK$33.22 share price with an estimated future cash flow value of HK$62.35, framing the stock as materially undervalued. Risks remain if copper or gold demand weakens, or if project and service costs rise faster than the company can pass them on.
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Critical Materials & Supply Chain › Copper Supply
Critical Materials & Supply Chain › Copper Smelting & Refining Supply
Critical Materials & Supply Chain › Copper Mining & Concentrate Supply
600362.CG · Demand · Positive Jiangxi Copper signed a new three-year supply and services agreement with JCC Group covering copper products and other metals, adding an operational reference point for future cash flows.
Jiangxi Copper Group (JCC Group) · Demand · Positive JCC Group is the counterparty to the new three-year supply and services agreement for copper products, other metals and industrial support services.
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Cyprium Metals Hits Nifty Copper Leaching Milestones Ahead of First Cathode
Cyprium Metals has achieved key commissioning milestones at its Nifty Copper Complex in Western Australia as it advances heap leach operations and prepares for first copper cathode production. Executive chairman Matt Fifield said commissioning is progressing across the heap leach operation while pre-commissioning work on the solvent extraction and electrowinning plant nears completion, with targeted injection flow rates reached through direct injection leaching after more than a year of trials. Early results showed copper recovery responding quickly to acid injection, with copper-to-acid ratios performing better than initially anticipated, and grade control drilling reconciled within approximately 5% of the existing mineral resource block model. The company has established 212 production and monitoring wells, providing access to approximately 1.7 million tonnes of material and supporting an estimated six to eight months of planned production under conservative recovery assumptions. Remaining milestones before wet commissioning include installation of programmable logic controller controls and energisation of the SXEW plant, following the introduction of high-voltage power to the plant infrastructure.
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Critical Materials & Supply Chain › Copper ▲Supply
Critical Materials & Supply Chain › Copper Mining & Concentrate ▲Supply
COPPER · Supply · Positive Cyprium's Nifty heap leach milestones and first cathode production add new copper supply to the market
DPM Metals Hits High End of 2026 Guidance as Vareš Beats Plan
DPM Metals Inc. reported third-quarter 2026 production of 97,000 gold-equivalent ounces and said it was on track for the high end of its full-year production guidance, with the Vareš mine ramp-up running ahead of plan and expected to exceed its 2026 output target. The company also decided to begin developing twin declines into the Wedge Zone at Chelopech by year-end, a move it says points to additional near-term production potential and a longer mine life. The company's narrative projects $1.4 billion in revenue and $837.1 million in earnings by 2029, yielding a CA$67.78 fair value, a 25% upside to its current price. The most pessimistic analysts expected revenue to fall to about US$1.0 billion and earnings to about US$572.7 million. Investors are still watching how higher costs or permitting delays could affect the outlook.
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Critical Materials & Supply Chain › Precious Metals ▲Supply
Critical Materials & Supply Chain › Gold ▲Supply
Critical Materials & Supply Chain › Copper Mining & Concentrate Supply
Critical Materials & Supply Chain › Copper Supply
DPM Metals Inc. · Supply · Positive Q3 production of 97,000 gold-equivalent ounces and Vareš beating plan put DPM on track for the high end of 2026 guidance.
GOLD · Supply · Positive DPM's Vareš mine ramp-up ahead of plan and Wedge Zone development point to stronger gold output, a positive supply-side signal for gold.
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Largo Receives Environmental Permit for GAN Vanadium-Copper-Gold-PGM Open Pit in Brazil
Largo Inc. announced that Instituto do Meio Ambiente e Recursos Hídricos of State of Bahia, Brazil, known as INEMA, has issued the environmental permit for development of the Gulçari A Norte, or GAN, pit and associated infrastructure at its Maracás Menchen Mine. The permit, issued under INEMA Portaria No. 35,482, includes a four-year license for implementation and operation of the GAN pit, along with a new waste rock stockpile, calcined tailings facility, expansion of the Dry Mag low grade dry magnetic ore stockpile, access roads and operational support areas, plus authorizations for vegetation suppression and fauna management. GAN is the second open pit in Largo's proposed mining sequence, adjacent to the north of the Campbell open pit, which has been the sole source of Largo's vanadium production since its start up 12 years ago, and the company said the new pit should extend production for multiple years, optimize mining plans, add operating flexibility and reduce operating risks by diversifying ore sources. The GAN deposit also contains copper, gold and platinum group metals, similar to the Campbell open pit, which began producing those metals as by-products in August 2026. GAN is one of five open pits in Largo's Maracás Menchen portfolio, which the company says has a resource base with potential to last more than 30 years at current production rates, and it is one of the deposits incorporated into the current 31-year life-of-mine plan. Executive Chairman and Co-CEO Alberto Arias called the approval strategically important as the Western World seeks additional sources of vanadium, copper and PGM, while Co-CEO James Bannantine said the permit strengthens the long-term fundamentals of the Maracás Menchen Mine and provides greater certainty around future mining areas.
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Critical Materials & Supply Chain › Copper Mining & Concentrate ▲Supply
Critical Materials & Supply Chain › Copper ▲Supply
LGO · Regulation · Positive INEMA issued the environmental permit for the GAN pit, enabling development and extending production at Maracás Menchen.
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Ivanhoe Mines Reports 76,401 Tonnes of Copper Produced by Kamoa-Kakula for Q3 2026
Ivanhoe Mines announced third-quarter 2026 production results, with the Kamoa-Kakula Copper Complex in the DRC producing 76,401 tonnes of copper in saleable products. That total includes 61,506 tonnes of copper in anode from the on-site smelter, 2,347 tonnes of toll-treated copper in blister at the nearby Lualaba Copper Smelter, 5,645 tonnes of copper in slag concentrate and 6,904 tonnes of copper fines designated for sale. The company kept its 2026 production guidance range at 290,000 to 310,000 tonnes of copper in saleable products, with output trending toward the lower end of that range. The Kipushi Mine produced a record 77,147 tonnes of zinc in concentrate in the quarter, a 10% increase from the prior quarter, keeping it on track for the upper end of its 2026 guidance of 240,000 to 290,000 tonnes and cementing its place as the world's third-largest zinc mine in 2026. Kamoa-Kakula's new 60-MW on-site hybrid solar facility ramped up in September, cutting on-site diesel generator consumption by 40%, and power purchase agreements have been signed to double on-site hybrid solar capacity to 120 MW within 18 months. Ivanhoe will issue its Q3 2026 financial results after market close on November 3 and host an investor conference call on November 4.
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Critical Materials & Supply Chain › Copper Mining & Concentrate ▲Supply
Critical Materials & Supply Chain › Copper ▲Supply
Ivanhoe Mines Ltd · Supply · Positive Ivanhoe reported Q3 2026 copper production of 76,401 tonnes at Kamoa-Kakula and record zinc output at Kipushi
Ivanhoe Mines Ltd · Capital · Positive Ivanhoe kept its 2026 copper guidance at 290,000-310,000 tonnes and Kipushi on track for the upper end of zinc guidance
COPPER · Supply · Positive Kamoa-Kakula produced 76,401 tonnes of copper in Q3 2026, though output is trending toward the lower end of guidance
ZINC · Supply · Positive Kipushi Mine produced a record 77,147 tonnes of zinc in concentrate, a 10% increase from the prior quarter
Marimaca Copper Promotes Peter Garner-Winship to CFO
Marimaca Copper Corp. has promoted Peter Garner-Winship to Chief Financial Officer, effective immediately. Garner-Winship joined Marimaca in March 2026 as Vice President, Finance, after spending 17 years with Anglo American in senior corporate finance, strategic planning and capital allocation roles, and he also served as Financial Controller for the US$5.5 billion Quellaveco copper project in Peru. José Antonio Merino will continue as Managing Director (Chile), focusing on advancement of the Marimaca Oxide Deposit and the company's regional development and permitting strategy. CEO Hayden Locke said Garner-Winship's Quellaveco experience will help develop Marimaca's own financial controls and systems as the company prepares to progress the MOD through construction into production. Marimaca is a TSX and ASX-listed copper company whose flagship asset is the Marimaca Oxide Deposit Project in Chile's Antofagasta region.
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Critical Materials & Supply Chain › Copper Mining & Concentrate Talent
Critical Materials & Supply Chain › Copper Talent
Marimaca Copper Corp. · Capital · Positive Promotes Peter Garner-Winship to CFO, adding Quellaveco project finance experience as it advances the MOD toward construction and production