US Policy & Politics: Vice President JD Vance is set to visit an Olathe manufacturer tied to mining and industrial supply chains, underscoring how federal politics is courting heavy industry. Minnesota Mining: Minnesota has canceled a long-held Twin Metals state mineral lease after the company missed lease performance and production requirements, a blow for the project’s timeline. Energy & Coal Demand: The IEA says Middle East-driven gas price spikes are pushing utilities back toward coal, with demand risks rising into winter. Gold Markets: Gold traded volatile as oil, Treasury yields, and Fed rate expectations swung sentiment. Nickel Processing Shift: Talon Metals scrapped a planned $365m nickel processing plant in North Dakota and will process in Michigan instead, citing operational advantages. Ghana Value Addition: Ghana’s ambassador to China reiterated a push for local beneficiation and processing rather than exporting raw minerals. Rare Metals Recycling: Sumitomo Metal Mining opened Japan’s first EV battery recycling plant to secure domestic lithium supply. Mining Safety: Two workers died after a tyre exploded during maintenance at Uzbekistan’s Navoi Mining and Metallurgical Company site. Abandoned Mine Cleanup: EPA issued its first “Good Samaritan” permit to remediate old mine workings, aiming to speed up cleanup where owners are gone. Zcash Mining Economics: Grayscale reports Zcash mining is far more profitable than Bitcoin on a per-power basis, boosting interest in the network.