US–Israel military action against Iran has driven oil briefly towards $120 per barrel before settling in the $90s, as tanker traffic through the Strait of Hormuz has fallen from about 80 ships per day to only a handful, erasing expectations of near‑term oversupply. BMO analysts report nitrogen fertiliser prices up roughly 30%, with Middle Eastern producers supplying nearly half of global urea exports and about 15% of global polyethylene capacity, pushing utilisation towards 90%+. Metals impacts are uneven: up to 5 Mt of Middle Eastern aluminium output may be disrupted, while sulfur‑intensive nickel and phosphate chains face rising cost and supply risk.

Metso Corporation and Loesche GmbH have formed a partnership to roll out Metso Loesche vertical roller mill (VRM) dry grinding technology, now integrated into the Metso Plus offering for minerals processing. The VRM is positioned as a direct replacement for high-pressure grinding rolls (HPGR) and horizontal mills in primary grinding circuits, targeting reduced energy use and a smaller plant footprint. For process engineers, the move signals a push towards single-stage dry comminution flowsheets with fewer conveyors, screens and slurry handling systems.

Fortescue is rolling out a new Collision Avoidance System (CAS) as the first element of its HaulX technology suite, which CEO Metals and Operations Dino Otranto describes as a fundamental shift in the company’s vehicle safety approach. The CAS adds an engineered control layer on haul trucks and light vehicles, integrating proximity detection and automated intervention to prevent vehicle-to-vehicle and vehicle-to-person incidents. For mine operators, this signals tighter interaction control in mixed-traffic pits and a platform for progressive automation of haulage fleets.