The Mining Insider · 2026-06-29 · 10 min
June 29, 2026 - The Mining Insider with Logan Ore Today's stories: 1. US-Iran Stand Down and Doha Talks: Both sides agree to halt strikes. Talks in Doha begin today, focused on Hormuz shipping operations before wider nuclear/sanctions issues. Iran asserts sole control of corridor; warns ships not to bypass its chosen route (WSJ, Straits Times). Hormuz traffic declining (Bloomberg). IMO convoy evacuations suspended. 2. Trump Signs New Section 232 Tariff Adjustment June 29: AP confirms lowering of some farming equipment tariffs; extension of tariffs on other equipment categories. Follows Proclamation 11032 (effective June 8). Copper-specific Section 232 report is a separate track due to White House tomorrow. 3. Canada First G7 Government to Invest in Greenland Mining: C$7 million non-repayable contribution from Natural Resources Canada to Greenland Resources' Malmbjerg molybdenum open-pit project. Metallurgical program runs through March 2028. By-product recovery of magnesium and rare earth elements under evaluation. Molybdenum classified critical mineral by EU and US. 4.
South32 Turns Copper, BHP's Diesel Dilemma on Day One, Ghana GoldBod Goes Live, and Iran Walks Away From Doha65 / 100Hormuz Stand-Down Holds as Doha Talks Begin, BHP Craig Takes Command Tomorrow, Murray & Roberts Escapes Business Rescue, and the Copper Tariff VerdictElectric Haulage Hits the Pilbara, Iran Eyes Hormuz Control, Barrick Breaks Ground at Fourmile, and the New US Metal Tariff RulebookHormuz Flares Again as Copper Tariff Deadline Looms, BHP Changes Guard, Hudbay Builds a Copper Empire in ArizonaBHP's New CEO Inherits a Full Inbox, Gold Breaks $4,000, SSR Mining Closes $1.49B Çöpler Sale, Paladin Hits New Uranium Discovery