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Thorizon and Urenco's non-binding MoU on uranium enrichment, HALEU and depleted uranium reuse carries no contract, quantity or price yet, but it exposes why Western enrichment capacity, not mining, is the real fuel bottleneck.]]> Tue, 13 Oct 2026 17:24:47 +1000 https://discoveryalert.com/news/thorizon-urenco-uranium-enrichment-mou-october-2026/ https://discoveryalert.com/news/thorizon-urenco-uranium-enrichment-mou-october-2026/
The NioCorp Elk Creek project hosts an Energy Secretary and EXIM chief on 14 October 2026, yet EXIM still has no binding commitment on the table for a $1.85 billion build.]]> Mon, 12 Oct 2026 18:54:47 +1000 https://discoveryalert.com/news/niocorp-elk-creek-project-exim-loan-october-2026/ https://discoveryalert.com/news/niocorp-elk-creek-project-exim-loan-october-2026/
Two deaths at Codelco's El Teniente open pit grabbed the headlines, but copper supply Chile faces far bigger threats from strikes at Centinela and Escondida, falling grades and thin LME stocks near US$15,000/t.]]> Mon, 12 Oct 2026 15:27:12 +1000 https://discoveryalert.com/news/copper-supply-chile-strikes-el-teniente-october-2026/ https://discoveryalert.com/news/copper-supply-chile-strikes-el-teniente-october-2026/
Gold price climbed 0.3% to $4,206.01 an ounce, its strongest level since 2 October, as a softer dollar and an unconfirmed energy ceasefire dragged oil lower ahead of this week's CPI, PPI and retail sales data.]]> Mon, 12 Oct 2026 04:52:50 +1000 https://discoveryalert.com/news/gold-price-oil-slides-cpi-test-october-2026/ https://discoveryalert.com/news/gold-price-oil-slides-cpi-test-october-2026/
Oryx Energies is now owned by the two executives who run it, with CEO Moussa Diao and trading manager Hervé Bouvet reportedly completing a roughly $1 billion management buyout just as Middle East oil shocks squeeze import-reliant African fuel markets.]]> Sun, 11 Oct 2026 21:52:10 +1000 https://discoveryalert.com/news/oryx-energies-management-buyout-october-2026/ https://discoveryalert.com/news/oryx-energies-management-buyout-october-2026/
The El Teniente mudslide trapped a contractor truck at Codelco's El Rajo sector on 11 October 2026, the third serious safety event at the mine in about 15 months, yet no production suspension had been reported.]]> Sun, 11 Oct 2026 20:55:44 +1000 https://discoveryalert.com/news/el-teniente-mudslide-codelco-workers-trapped-october-2026/ https://discoveryalert.com/news/el-teniente-mudslide-codelco-workers-trapped-october-2026/
The Centinela copper strike has pulled roughly 709 workers off the job at one of Antofagasta's largest mines, and unions warn November output could fall about 50% if Tuesday's voluntary mediation fails.]]> Sun, 11 Oct 2026 19:53:15 +1000 https://discoveryalert.com/news/centinela-copper-strike-mediation-october-2026/ https://discoveryalert.com/news/centinela-copper-strike-mediation-october-2026/
Meghalaya coal mining faces a credibility test after a High Court committee confirmed 13.02 lakh tonnes of inventoried coal (about 1.3 million tonnes) cannot be accounted for, just as a Union Coal Ministry team inspected the state's coal belt.]]> Sun, 11 Oct 2026 13:53:34 +1000 https://discoveryalert.com/news/meghalaya-coal-mining-missing-coal-restart-october-2026/ https://discoveryalert.com/news/meghalaya-coal-mining-missing-coal-restart-october-2026/
Kutch Copper sustainability goes under the microscope as Adani's Mundra refinery reports 99.8% sulphur treatment, nearly 100% desalinated water use and a US$1.2 billion plan to double output to 1 million tpa, all without independent verification.]]> Sun, 11 Oct 2026 13:00:48 +1000 https://discoveryalert.com/news/kutch-copper-sustainability-report-october-2026/ https://discoveryalert.com/news/kutch-copper-sustainability-report-october-2026/
The strategic petroleum reserve sits at its lowest level since 1982, yet the DOE has just approved up to 4 million barrels of emergency crude for ExxonMobil and BP America after Hurricane Isaias, on top of a 172 million barrel war-driven release.]]> Sun, 11 Oct 2026 05:52:16 +1000 https://discoveryalert.com/news/strategic-petroleum-reserve-loan-isaias-october-2026/ https://discoveryalert.com/news/strategic-petroleum-reserve-loan-isaias-october-2026/
Adani Green Energy sold 32% more power in the first half of FY27 on just 24% more capacity, while its Khavda battery fleet nearly doubled to 6,632 MWh.]]> Sat, 10 Oct 2026 12:56:44 +1000 https://discoveryalert.com/news/adani-green-energy-h1-fy27-khavda-battery-october-2026/ https://discoveryalert.com/news/adani-green-energy-h1-fy27-khavda-battery-october-2026/
The RBI dollar facility for oil marketers pulls Indian Oil, HPCL and BPCL out of the open market from 12 October 2026, but with Brent above US$100 and under-recoveries of up to ₹23 per litre on diesel, funding relief does not fix margins.]]> Sat, 10 Oct 2026 04:53:02 +1000 https://discoveryalert.com/news/rbi-dollar-facility-oil-marketers-october-2026/ https://discoveryalert.com/news/rbi-dollar-facility-oil-marketers-october-2026/
BP chief executive Meg O'Neill says India's Samudra Manthan scheme clears all three of the company's tests for backing India deep-water exploration, with BP weighing bids ahead of the 15 November 2026 deadline.]]> Sat, 10 Oct 2026 02:53:29 +1000 https://discoveryalert.com/news/india-deep-water-exploration-bp-samudra-manthan-october-2026/ https://discoveryalert.com/news/india-deep-water-exploration-bp-samudra-manthan-october-2026/
The Rammer E06 rockbreaker packs constant blow energy and idle blow protection into a 260 kg package for 3-8 t carriers, backed by four authorised Australian dealers covering every state, territory and Papua New Guinea.]]> Sat, 10 Oct 2026 02:24:07 +1000 https://discoveryalert.com/news/rammer-e06-rockbreaker-compact-carriers-october-2026/ https://discoveryalert.com/news/rammer-e06-rockbreaker-compact-carriers-october-2026/
EWE and Verbund's 500 MW green hydrogen project in Nordenham has the site, grid link and pipeline access most rivals lack, yet no capex, no final investment decision and no binding offtake have been disclosed.]]> Sat, 10 Oct 2026 01:22:54 +1000 https://discoveryalert.com/news/nordenham-green-hydrogen-project-ewe-verbund-october-2026/ https://discoveryalert.com/news/nordenham-green-hydrogen-project-ewe-verbund-october-2026/
A Russian diesel sanctions waiver in all but name landed on 9 October 2026 when OFAC issued a general license running to 7 April 2027 that even allows imports into the US, three weeks after Trump signed the Graham sanctions act.]]> Sat, 10 Oct 2026 00:23:57 +1000 https://discoveryalert.com/news/russian-diesel-sanctions-waiver-october-2026/ https://discoveryalert.com/news/russian-diesel-sanctions-waiver-october-2026/
Alumotion, the new Charl-Pol and Storvik joint venture, is bringing robotic anode repair to Canada's 10 smelters, but with no disclosed investment, timeline or customer, aluminium smelter automation remains intent rather than revenue.]]> Fri, 09 Oct 2026 22:54:09 +1000 https://discoveryalert.com/news/aluminium-smelter-automation-alumotion-october-2026/ https://discoveryalert.com/news/aluminium-smelter-automation-alumotion-october-2026/
The Cook Inlet lease sale returns on 3 March 2027 with 224 blocks, 1.05 million acres and an unchanged 12.5% royalty, despite the first round drawing zero bids.]]> Fri, 09 Oct 2026 20:52:51 +1000 https://discoveryalert.com/news/cook-inlet-lease-sale-second-round-october-2026/ https://discoveryalert.com/news/cook-inlet-lease-sale-second-round-october-2026/
Eighty-four Chañaral students have completed Capstone Copper Mantoverde's mining technical training programme just as Chile faces a 34,000-worker shortfall by 2032, but the outcome data investors need is still missing.]]> Fri, 09 Oct 2026 19:53:18 +1000 https://discoveryalert.com/news/mantoverde-mining-technical-training-chanaral-october-2026/ https://discoveryalert.com/news/mantoverde-mining-technical-training-chanaral-october-2026/
Diesel prices have hit $6.28 per gallon, roughly 70% above pre-war levels, and a reported White House directive may do far less than expected before the 3 November elections.]]> Fri, 09 Oct 2026 19:23:32 +1000 https://discoveryalert.com/news/us-diesel-prices-white-house-order-october-2026/ https://discoveryalert.com/news/us-diesel-prices-white-house-order-october-2026/