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Nvidia’s market value has fallen by about $1 trillion since mid‑May 2026, wiping out the equivalent of nearly five BHPs and briefly pushing the chipmaker down to 18× forward earnings, below the S&P 500 average. The MINING.COM TOP 50 miners are now worth $2.19 trillion versus Nvidia’s $5.11 trillion, narrowing the gap from 2.7× a year ago to 2.3×, with mining stocks up 47% over 12 months against Nvidia’s 27%. The piece stresses that AI hardware still depends on a long list of mined inputs, from copper, gold and cobalt to hafnium, gallium and rare earths such as cerium, lanthanum and praseodymium.

Tonly has deployed a fleet of its Chinese-built wide body mining trucks at Kaltim Prima Coal’s flagship open-pit operation in Sangatta, East Kalimantan, working under mining contractor Darma Henwa. The deal marks the first entry of a Chinese wide body truck brand into Indonesia’s premier coal mine, signalling growing acceptance of non-traditional OEMs in high-production haulage fleets. For mine planners and maintenance teams, the move raises practical questions on lifecycle cost, parts support and performance of wide body trucks under KPC’s high-rainfall, high-utilisation conditions.

AI-enabled augmented reality smart glasses from digital services provider TP are being deployed so on-site operators can stream live video from haul trucks, crushers and fixed plant to remote OEM or TP experts, who guide diagnostics and repairs in real time. The headset acts as the technician’s “eyes”, overlaying step-by-step instructions, checklists and equipment schematics in the wearer’s field of view, reducing the need to fly specialist fitters to remote mines. For maintenance planners, this could cut mean time to repair and ease staffing constraints on 24/7 operations.

Sandvik Rock Processing will use Electra Mining Africa 2026 to showcase its latest crushing and screening solutions alongside its Africa-wide technical support, digital tools and aftermarket services. The outdoor display is expected to feature modular and mobile plants, high-capacity cone and jaw crushers, and advanced screening stations integrated with Sandvik’s automation and monitoring platforms. For mine operators, the focus is on locally based application engineers, rapid spares availability and performance optimisation across brownfield and greenfield crushing circuits.

Scape has launched procurement for its next-generation Regional Construction Works and Services framework, valued at £1.2bn and aimed at public sector building and infrastructure projects across England, Wales and Northern Ireland. The framework will cover multi-disciplinary design-and-build and refurbishment works, enabling councils and public bodies to let projects through a single OJEU-compliant route rather than multiple stand-alone tenders. Contractors can expect bundled packages combining civils, structural works and M&E, with call-off contracts likely to favour standard NEC forms and measurable term arrangements.

Government has set out a delivery plan to protect 30% of England’s land for nature by 2030, coupling the target with new funding for national parks, Areas of Outstanding Natural Beauty and other protected landscapes. The plan includes support for climate adaptation research relevant to floodplain management, coastal erosion and peatland restoration, with implications for drainage design, embankment stability and long-term asset resilience. Additional investment in new national forests will drive large-scale tree planting and soil restoration, affecting ground investigation, slope design and hydrological modelling on adjacent infrastructure schemes.

Work has started on the £15M redevelopment of Barking Eurohub in east London into an international rail freight hub, kicking off a three-year construction and upgrade programme. The scheme is designed to handle regular cross-Channel freight services via the Channel Tunnel, reinstating flows that previously used the site as a key UK–Europe interface. For civil and rail engineers, the project signals renewed investment in terminal track, intermodal handling and customs-ready infrastructure to shift more freight from road to rail on international corridors.

The National Audit Office has agreed to investigate Transport Action Network’s claims about the £11bn Lower Thames Crossing, a proposed new tunnel and approach roads linking the M25 and A2/M2 east of London. Campaigners have questioned National Highways’ traffic and carbon forecasts and the value-for-money case for what would be one of the UK’s largest road schemes. Any NAO findings could affect programme timing, statutory approvals and procurement for major geotechnical works, including long twin-bore tunnelling under the Thames and extensive ground engineering on marshland approaches.

Heidelberg Materials UK has secured a 12‑month framework with North Yorkshire Highways to supply about 35,000t of asphalt for maintenance and upgrades across the county’s road network. The agreement will support resurfacing and patching works on both A‑roads and local routes, where mix consistency, compaction behaviour and delivery logistics will be critical to performance. Contractors and materials engineers should expect tighter coordination on asphalt plant output, night‑time laying windows and specification compliance for surface course and binder course materials.

HS2 retains a Red rating in the National Infrastructure and Service Transformation Authority’s 2026 Government Major Projects Portfolio review, signalling continued high risk to delivery of the high-speed rail scheme’s current scope, cost and schedule. Northern Powerhouse Rail and the Lower Thames Crossing are both upgraded to Amber, indicating more manageable risk profiles for the trans‑Pennine rail upgrades and the new multi‑lane road tunnel under the Thames. For contractors and designers, the ratings point to tighter scrutiny and potential re‑profiling of HS2 work packages versus comparatively steadier pipelines on NPR and LTC.

Monash University has launched its Critical Minerals Initiative (MCMI), pooling more than 40 researchers from its Business and Economics, Science, Engineering and Arts faculties to address Australia’s limited critical minerals processing capacity. The programme targets midstream processing and value-add rather than just extraction, responding to rapidly rising demand for battery and magnet materials such as lithium, rare earths and nickel. For miners and processors, the move signals more R&D support for flowsheet development, processing technology and policy settings aimed at onshore refining.

Fine coal recovery is driving uptake of advanced flotation cells such as Eriez StackCell® units, which use high-shear contacting and a compact, staged design to recover and upgrade ultrafine coal that conventional mechanical cells and column flotation often lose to tailings. By targeting particles typically below 100 microns and improving combustible recovery from existing slurry streams, these systems can lift plant yield and revenue without new mining, while cutting waste volumes and associated tailings storage demands.

Lincom Group is opening a new branch at St Leonards near Launceston, with an open day on Friday 14 August showcasing equipment including the Powerscreen CT80 tracked conveyor. The Tasmanian facility expands local support for quarrying, recycling, forestry and materials processing operations, reducing freight times for wear parts and mobile plant service across the north of the state. For site and plant engineers, closer access to spares and field technicians should cut downtime on crushers, screens and conveyors during peak production.

De Beers will idle production at its Venetia mine, South Africa’s highest‑value diamond operation, for two years, deferring spend on the $2.3 billion underground expansion that began producing in July 2023 while keeping only ramp‑up‑critical infrastructure works active. Venetia yielded 2.23 million carats in 2025, or 10.3% of group rough output, and employs about 4,400 people, with lost volumes to be offset by other assets in Botswana, Namibia, Angola, South Africa and Canada. The shutdown forms part of Anglo American’s planned sale of De Beers, recent rough price cuts and a reduced sightholder base of 45–50 clients.

Regis Resources has withdrawn from its bid for Vault Minerals, declining to match Genesis Minerals’ A$5.6 billion cash-and-scrip offer and triggering a break fee of about A$50.7 million payable to Regis. Genesis’ unchanged proposal values Vault at roughly a 6% premium to Regis’ all-share bid and would create a combined gold producer with a market capitalisation of about A$12.6 billion and potential output of up to 700,000 oz per year centred on Leonora, Western Australia. Vault plans to terminate its May 4 scheme with Regis and sign a definitive agreement with Genesis.

MAX Power Mining has begun a multi‑well commercial validation drilling programme at its Lawson Natural Hydrogen Complex in south‑central Saskatchewan, targeting a 14.2‑km² hydrogen‑bearing structural closure within a broader 28‑km² system. The campaign will use Savanna rig #416, a high‑efficiency super‑single previously deployed at Bracken, coupled with MAX Power’s in‑house hydrogen‑helium detection system to measure flow, pressure behaviour, continuity, concentrations and deliverability. Success would provide rare hard data on reservoir performance for natural hydrogen, informing well design, completion strategy and potential commercial pathways under its “months to molecules” plan.

Codelco will prioritise profitability over copper output as new chairman Bernardo Fontaine orders an external operational audit and installs Jorge Gomez as executive president to tackle about $25 billion in debt and a 28‑year production low. Fontaine acknowledged seven consecutive years of output below plan but pointed to Codelco’s extensive operating infrastructure as the platform for performance gains rather than volume growth. The shift follows a fatal accident and probes into allegedly inflated production figures, with former executive Cesar Marquez insisting reported tonnages were legitimate and known to senior management.

AbraSilver Resource reports new drilling at the Diablillos silver-gold project in Salta province, with standout hole DDH-26-036 at Oculto West cutting 109 m from 114 m depth grading 221.2 g/t Ag and 0.72 g/t Au, including 14 m at 580 g/t Ag and 0.23 g/t Au in previously untested ground beyond the DFS pit shell. A second key intercept, DDH-26-022, returned 63 m at 32.8 g/t Ag from 60 m, including 11 m at 101.4 g/t Ag beneath the conceptual open pit, pointing to potential pit deepening and resource expansion. The DFS currently outlines 232 Mt measured and indicated at 33 g/t Ag and 0.34 g/t Au (248.1 Moz Ag, 2.5 Moz Au), with $722 million initial capex and planned first production by end-2029 under Argentina’s 30-year RIGI tax regime.

India’s state-owned NTPC plans to co-finance overseas uranium mines to support a nuclear build-out from 8.8 GW to 100 GW of installed capacity by 2047, with NTPC targeting 30 GW itself under the Nuclear Energy Mission. A tender has been issued for consultants to identify projects in Canada, Kazakhstan, Australia and South Africa, complementing recent supply deals including a US$1.9‑billion uranium ore concentrate contract with Cameco and a new export arrangement with Australia. For mine developers, Indian equity or offtake-backed financing could become available across multiple jurisdictions.

Stormlands Mining’s AI-based economic model for Talisker Resources’ Bralorne gold project in British Columbia lifts the base-case NPV (5% discount) from US$181.8 million to US$339.4 million using only NI 43-101 technical report data rather than a formal PEA. With March 2026 pricing, life-of-mine revenue rises from US$551.9 million to US$841.2 million and EBITDA from US$411.6 million to US$687.2 million, while the modelled IRR jumps from 83.3% to 140.8% and payback shortens from 14 months to about eight. Stormlands CEO Róisín O’Connell argues this approach exposes systematic undervaluation of pre-PEA projects and offers investors structured, reproducible cash-flow models.

Galway Metals’ updated resource for the Clarence Stream project in New Brunswick outlines 27.2 million indicated tonnes at 1.62 g/t gold (1.42 million oz) plus 19,500 tonnes of antimony, and 28.5 million inferred tonnes at 1.4 g/t gold (1.29 million oz), but the 2.7 million oz total gold falls short of Red Cloud’s 3 million oz forecast, sending shares down 20% to 41.5¢. About 96% of contained gold is constrained within optimised open pits across the North, South and Southwest deposits, with roughly half of indicated ounces above 3 g/t, supporting potential PEA-level mine design. Four rigs are drilling 40,000 metres in 2026 to expand and upgrade resources and test regional targets.

US Vanadium has secured its largest-ever contract from the US Defense Logistics Agency Strategic Materials to supply domestically produced high‑purity vanadium pentoxide flake to the National Defense Stockpile over the next three years. As the only US producer of aerospace‑grade vanadium pentoxide, operating two Arkansas plants that recover vanadium from petroleum refining and other post‑industrial waste streams, the company directly addresses a supply gap where 2025 US consumption of ~13,000 t far exceeded domestic output of ~7,500 t. The award builds on DLA R&D funding and Traxys North America support for US Vanadium’s 2025 production ramp‑up.

Canadian Manganese Company, GreenMet, AmForge and Flash Metals USA have formed the North American Critical Manganese Alliance to build the first fully integrated Canada–US manganese supply chain, anchored by CMC’s Woodstock carbonate deposit in New Brunswick, described as North America’s largest known manganese carbonate system. The Canadian platform will focus on Woodstock mine development, beneficiation and hydrometallurgical refining to intermediate manganese products, while a US platform in West Virginia will handle specialty processing, battery-grade chemicals, alloys and defence/aerospace materials. For engineers, this signals potential new North American sources of high‑purity manganese feedstock for cathode materials and specialty steels.

Terra Metals has intersected 157m of PGM sulphide mineralisation from 5m downhole at the Southwest discovery in the Dante project, West Musgrave, confirming the Southwest Main Zone system extends almost to surface. The intercept, the widest yet from Southwest, averages 0.73g/t platinum plus associated PGMs, indicating a laterally extensive, near-surface sulphide body with potential for bulk-tonnage, open-pit extraction. For geologists and mine planners, the shallow 5m collar depth and continuous 157m mineralised interval materially improve strip ratio assumptions and early-stage project economics.