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.

Small and micro modular reactors (SMRs and microreactors) sit at the bottom of miners’ low‑carbon power options, despite intense promotion of 300 MW‑class SMRs, AI‑optimised reactor operations and bullish uranium price forecasts. Developers are pitching factory‑built, modular units for remote sites and off‑grid mines, but operators still prioritise proven renewables‑plus‑storage, grid power and gas or diesel hybrids. For mine planners and power engineers, nuclear remains a long‑term possibility rather than a near‑term procurement item for new pits, expansions or remote processing hubs.

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.