
Landslide at Eastern DRC Coltan Pits Kills Over 200, Exposes Supply and Safety Risks
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U.S.-backed consortium moves to buy 40% of Glencore copper and cobalt assets in the DRC
Glencore and the Orion Critical Mineral Consortium have signed a non-binding MoU that would give Orion CMC a 40% interest in Glencore’s Mutanda and Kamoto Copper Company operations in the Democratic Republic of Congo, implying a combined enterprise value near $9 billion. The deal would grant the consortium governance rights over board representation and the ability to direct the sale of its share of production under the U.S.-DRC strategic framework, while Glencore would continue operating the sites pending approvals and due diligence.
U.S. Officials Press AVZ Minerals to Transfer DRC Lithium Stake to American Buyer
Senior U.S. officials met with executives of Perth-listed AVZ Minerals to press for the sale of its interest in the Manono lithium deposit in the Democratic Republic of Congo to a U.S. company. The intervention fits a broader pattern—seen in recent U.S.-backed proposals for copper and cobalt assets—that uses public-private arrangements and non-binding memoranda to steer strategic mineral supplies toward Western buyers, raising questions about sovereignty, contract stability and investor confidence.
Codelco signals prolonged lower throughput at El Teniente after fatal collapse
Codelco forecasts that production at its El Teniente copper complex will stay below prior levels for roughly five years following a deadly collapse that closed part of the mine. Management expects about 301,000 metric tons of copper output this year and says limited recoveries are possible but a full return to previous throughput will be slow.

DR Congo establishes U.S.-backed copper route to Saudi Arabia and the UAE
The Democratic Republic of Congo has agreed to route copper shipments to Saudi Arabia and the UAE via a U.S.-backed vehicle tied to a non-binding memorandum that would give the consortium rights over a 40% economic interest in two Glencore DRC assets. The proposed arrangement — linked to Orion Critical Mineral Consortium and subject to due diligence and approvals — aims to lock in dedicated copper and cobalt flows for Western partners while diversifying buyers beyond traditional Asian traders.

Drone strike on miners' bus in Ukraine's Dnipropetrovsk kills 15
A drone strike struck a bus carrying miners near Pavlohrad in Dnipropetrovsk region, killing 15 people and wounding seven, Ukrainian authorities reported. The attack is one of several recent UAV strikes that have hit civilian transport and energy infrastructure across Ukraine, including a direct hit on a passenger train carriage near Yazykove and an overnight wave of drones over Odesa that damaged power distribution and caused blackouts.

Pakistan’s mineral ambitions imperiled as US-origin arms arm militants
American weapons abandoned in Afghanistan have surfaced across Pakistan’s border regions, strengthening insurgents and raising security costs for planned mineral projects. U.S. financing for Reko Diq and high-value mineral claims have intensified geopolitical competition, but violence now threatens to derail resource extraction and local stability.

Indonesia: Coal export quota cuts could trigger mine shutdowns and market disruption
Indonesia’s coal producers warn proposed reductions to export quotas would force marginal mines to halt operations and tighten global coal availability. The move would shift costs onto miners and power buyers, with knock-on effects for energy security and commodity prices.
Famine Deepens in Sudan’s Darfur as War Disrupts Food Systems
A monitoring body has declared famine in two additional Darfur towns as conflict-driven collapse of markets and aid access pushes malnutrition to catastrophic levels. Attacks across multiple fronts, including a deadly strike on a military hospital, underscore how violence is fragmenting logistics and amplifying civilian suffering.