Mineral Resources is restarting the Bald Hill lithium mine in Western Australia after an 18‑month shutdown, bringing back a 58 Mt resource grading 0.9% Li₂O and nameplate output of 165,000 dmt per year of 5.1% spodumene concentrate (about 140,000 dmt SC6 equivalent). Ramp‑up will see crushing and mining restart next month, first concentrate in July, first shipment via the Port of Esperance in Q1 FY2027 and full capacity in Q2. Once online, MinRes will be the only operator running three hard‑rock lithium mines with on‑site concentrate plants, alongside Wodgina and Mt Marion.

Mounting EU pressure to phase out Russian uranium and fuel services, which still provide about 25% of the bloc’s enrichment via Rosatom’s 43% share of global capacity, is pushing utilities towards Canadian supply, with Canada already covering more than 30% of EU uranium imports in 2024. Cameco, owner of 49% of Westinghouse, is positioned to capture long-term contracts as AP1000 reactor projects advance in Poland and Bulgaria and VVER units in Finland, Bulgaria, Slovakia and Ukraine convert to Western fuel. Analysts warn, however, that replacing Russian enrichment could take up to a decade due to limited Western capacity.

Anglo American has agreed to sell its Australian steelmaking coal portfolio to Dhilmar Ltd for up to US$3.875 billion, including US$2.3 billion in upfront cash and a price-linked earnout. The divestment covers multiple hard coking coal operations supplying blast furnace markets, signalling further strategic retreat from thermal and metallurgical coal. For mine planners and contractors in Queensland and New South Wales, new ownership by Dhilmar may trigger revised life-of-mine schedules, contract renegotiations and potential changes in capital spend on underground development and CHPP upgrades.