EPISODE · Jun 15, 2026 · 10 MIN
China Locks Down 36 Strategic Minerals as Australia's Pilbara Faces Twin Strike Threats, Surge Copper's Berg Project Posts C$4.6 Billion NPV, and the G7 Opens in France
from The Mining Insider · host Logan Ore - The Pro Podcasters
The Mining Insider — June 15, 2026. Host: Logan Ore. Today's stories: 1. China's State Council Decree 839 takes effect — 36 minerals including rare earths, lithium, cobalt, gallium and germanium formally designated as national strategic minerals under full-chain state control, with centralized mining rights, joint export review, and a three-tier reserve system. 2. Australia's Offshore Alliance extends Ichthys LNG strikes past June 23 after FWC rejection of Inpex's suspension bid; BHP's Port Hedland maintenance workers vote 90% for strike action after six months of failed bargaining — threatening the world's largest bulk export port. 3. Surge Copper releases Berg Pre-Feasibility Study: after-tax NPV of C$4.6 billion at 8% discount rate, 24% IRR — confirming Berg as one of Canada's most significant copper-molybdenum-silver critical minerals projects in British Columbia. 4. G7 summit opens in Évian-les-Bains, France (June 15-17) — Trump's AI-driven bilateral mineral pricing plan faces G7 skepticism; Japan prepares Greenland rare earth delegation. Sources: ChemNet / Chinese Ministry of Natural Resources, Reuters / Market Screener, Daily Cargo News, Mining Stock Education, Tech Times, E&E News, Straits Times.
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China's State Council Decree 839 takes effect June 15, formally placing 36 minerals — including rare earths, lithium, cobalt, gallium and germanium — under full-chain state control with centralized mining rights approval and joint export review. Australia faces simultaneous industrial action at Ichthys LNG (Offshore Alliance extends strikes past June 23 after FWC rejection) and BHP's Port Hedland (90% worker vote for action after six months of failed bargaining). Surge Copper's Berg Pre-Feasibility Study delivers C$4.6 billion NPV and 24% IRR in British Columbia. The G7 opens in Évian with Trump's bilateral mineral pricing plan meeting skepticism from allies.
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China Locks Down 36 Strategic Minerals as Australia's Pilbara Faces Twin Strike Threats, Surge Copper's Berg Project Posts C$4.6 Billion NPV, and the G7 Opens in France
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