Alamos Gold expects second-quarter output from its Young-Davidson underground mine in northern Ontario to fall to 130,000–135,000 oz, about 12% below prior guidance, after two seismic events damaged infrastructure and cut access to two higher-grade stopes, compounded by a three-day storm-related power outage. Consolidated 2026 production is now projected below full-year guidance with unit costs rising, with revised figures due in July. Production stability is shifting to the Island Gold District, where underground mining rates are planned to increase from 1,500 to 2,000 t/d and the Magino mill ramp-up targets 10,000 t/d by Q3.

Trinity Metals has doubled exports from its Nyakabingo tungsten mine in Rwanda to Global Tungsten & Powders, now supplying up to 20% of US primary tungsten concentrate consumption, with more than 320 tonnes of 65–70% WO₃ wolframite shipped since a 2025 offtake deal with Traxys. The 1,600-hectare Nyakabingo concession holds an estimated 30,000 tonnes of recoverable tungsten, is licensed for 25 years from 2015, and is undergoing deep drilling to expand resources. Trinity plans to triple production and is targeting a $100–$200 million international listing, positioning Rwanda as a key conflict-free 3T supplier amid Chinese export restrictions.

BHP will take a $2.3 billion impairment on its Jansen potash project in Saskatchewan as Stage 2 capex rises to $6.9 billion and Stage 1 costs climb to $8.4 billion, lifting total projected spend to $15.3 billion. Stage 2, now only 16% complete, has been delayed around two years to first production in late FY2031, with BHP blaming extra construction hours and higher material quantities. Once both stages ramp up, Jansen is planned to produce about 8.7 Mtpa, roughly 10% of global potash output, at a targeted $114–130/t unit cost.