Gayle Bowness

ASX Announcement: Quarterly Report - March 2024 Antony Beckmand, CEO, commented: “As we conclude the first quarter of 2024, we are proud to report the significant strides forward with our exploration and development initiatives. The completion of the Mineral Resource Estimate (MRE) for our flagship Ertelien project marks a significant milestone, revealing promising nickel, copper, and cobalt resources. Furthermore, a deeper engagement with stakeholders, including local communities and governmental bodies, was an area of significant progress where our collaboration with the Norwegian parliament and the European battery value chain stands out as a key highlight. Looking ahead, we are clearly on advancing our projects with a clear focus on fast-tracking our Ertelien project towards early-stage feasibility by year-end.” #RenewableEnergy #lithium#BatteryMetals#KNI #stockmarket #asx#ZeroCarbon#utenminerale

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This mega deal goes ahead, will Kumba majority stake be up for grabs or first right of refusal will kick in for current shareholders? I don't see BHP being interested the iron ore, nikel, platinum or diamond assets. They would be more interested in the copper assets and coking coal assets. I don't know, but this will be very interesting to see unfold. #Mining #AngloAmerican #BHP

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🚀 Big news from ASX listed EQ Resources Limited! 🌟 They've just announced the execution of an agreement with Queensland Investment Corporation ("QIC") to provide funding of up to $20M from the Queensland Critical Minerals and Battery Technology Fund. I'm proud to have worked with the EQR team supporting this transaction for Mt Carbine, and a huge thank you is due to the teams from QIC, BurnVoir Corporate Finance Ltd, Palaris, Emma McPherson of Rockfinancial their meticulous efforts through the due diligence that brought this to fruition. Your hard work has been crucial in navigating the dynamics of the deal and getting it across the line. The government's support for critical metals projects has been a game-changer, ensuring not just the success of transactions like these but also bolstering operations at Mt Carbine. This move is more than just business—it's about securing a sustainable future for critical metals in the Western world. I'm looking forward to the opportunity this deal affords EQR and the Mt Carbine project. Here's to future growth and continued success in these exciting times! 🌍✨ If you would like to see the announcement, here is the link to the post on the EQR Website: https://shorturl.at/gkryP #CriticalMinerals #CriticalMetals #Tungsten #MiningIndustry #SustainableMining #EQResources

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Alligator Energy Uncovers Significant Uranium Potential at Samphire Project (ASX: AGE) Alligator’s CEO Greg Hall commented, “The Samphire Project palaeochannel system is incised into the underlying dense granite (source of the uranium) and the density contrast between this and the overlying sediments provides the ability for ground gravity to detect margins of the palaeochannels in a very effective way. Alligator has used this to great effect, ensuring that drilling is dominantly within the palaeochannel margins, with very little wasted drilling during resource extension and exploration drilling. We have now extended identification of this channel system by 50%.” Read our article below: https://lnkd.in/gxGNQ3Bd #uranium #mining #exploration #asx

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With 2050 only 26 years away, immediate action towards decarbonisation is imperative. However, discussions at the recent Energy and Mines conference in Perth WA reported that there is a trend among some mining companies to slow down their #decarbonisation efforts, holding out hope for future cost reductions. Unfortunately, labour shortages, supply chain issues, and rising material costs are keeping prices high, with little indication of this changing anytime soon. This unpredictability underscores the need to diversify energy sources – for #decarbonisation to be part of a risk management strategy. Learn more about our approach to supporting the mining sector on its decarbonisation commitments:  https://lnkd.in/gubyD2E9 GHD 🌏 #mining⚒ #decarbonisation🌄

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A few weeks ago, Professor Rod Sims AO and I spent a couple of hours going through the steel industry decarbonisation transition that is shifting global supply chains and creating demand for green iron as the new feed stock for green steel mills. Rod's keynote address at today's CEDA event centred on Australia's enormous emergent opportunity: to take full advantage of our renewable energy "comparative advantage" (we have it, others need it) by creating new export industries that EMBED that energy in products that other nations need to meet their climate commitments - starting with green iron. In this way, Australia can not only punch well above its weight in terms of emissions reductions, but also reap the massive economic rewards on offer - making Australia an "economic superpower". The Superpower Institute However ... there is no green iron industry without premium grade iron ore concentrates to feed it, such as those that will be produced by Magnetite Mines' massive Razorback Iron Ore Project in South Australia. Department for Energy and Mining, South Australia

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Iluka Resources orders equipment for Australia’s first rare earths refinery Mining company Iluka Resources has awarded long lead procurement packages for key equipment for the company’s planned rare earths refinery at its Eneabba zircon mine in Western Australia – the first refinery for rare earths in Australia for the minerals used in high technology products. The company is procuring the roasting kiln, solvent exchange agitators, ion exchange system, spiral heat exchangers and boilers for the project which is supported by a $1.25 billion non-recourse loan through the federal government’s $2 billion Critical Minerals Facility. Bulk earth works and ground improvement activities for the refinery, which has an estimated capital cost of $1.7 billion to $1.8 billion, were completed in 2023. Until now rare earth ores produced in Australia have been exported for treatment, including by the largest rare earths producer outside China, Lynas Rare Earths, which produces metals at its Malaysian plant. The new refinery will capture more of the economic value of the minerals onshore, and enable the development of downstream industries. The Eneabba refinery will be big enough to treat ores from other Australian producers. #manufacturing #manufacturingnews #RareEarths @IlukaResources Iluka Resources https://lnkd.in/gRGDhMts

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The answer to Linda Reynolds question is simple. As Australians, we have been told all our lives that radioactive issues are not easy to solve. This has been in the context of a lifetime (incl through Labor and Liberal Governments) of strong anti nuclear sentiment. But that sentiment has now shifted; so much so that we are about to have a very heated debate and Federal election with energy policy at the centre of it. Therefore, we can't remove ourselves from the fact that politics might be getting the way of what many sensible people in our government or public service may wish to do. If it was announced that actually, this rad waste issue was easily solved through an existing facility, well that might play to the benefit of a civilian nuclear strategy and hence benefit the Libs. Telling the public that a superfluous rad waste facility has to be built in suburban Perth (when there is already a licenced world best practice facility) helps the community to retain certain long held reservations about nuclear generally, and hence protects the government on broader energy policy. So my point - lets wait until the election is over; the dust is settled, and then see what happens. To be clear, the Tellus Sandy Ridge facility is truly world class (and full disclosure, most would be familiar with my role in approving, financing and building it). But it is only licenced for LLW, and is not a solution to higher level wastes. But, it could quite easily handle the vast majority of wastes that are generated through the operation and maintenance of the subs, such as used property, plant and equipment. I recommend to people to learn more about Sandy Ridge - its truly an engineering marvel and situated in a natural environment that is perfectly suited. More information is available at Tellus website - www.tellusholdings.com or on their LinkedIn profile.

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Words from our CEO: Goldshore Resources is making significant strides in advancing the Moss Gold Project. Our dedicated team is working to deliver a comprehensive Preliminary Economic Assessment (PEA) that will highlight the project's outstanding optionality and long-term economic viability. This assessment is a critical milestone, showcasing not only the immense potential of the Moss Gold Project but also our unwavering commitment to mining excellence and sustainable resource development. The PEA will provide a detailed economic analysis, guiding our strategic decisions and reinforcing the robust future of this premier asset. As we progress, our focus remains on creating sustainable value for our stakeholders and driving forward with precision and strategic foresight. Join us as we continue to unlock the potential of the Moss Gold Project and set new standards in the mining industry. Click the link to stay updated on our progress and learn more about our exciting developments. https://lnkd.in/dw3ijC8n #Goldshore #GoldMining #Mining #JuniorMining #GoldExploration $GSHR $GSHRF

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A thorough deep dive into Aurora Energy Metals ASX:1AE as an investment, the company's eponymous high-grade, uranium project and the opportunity for 1AE to play a meaningful role in meeting the upcoming U3O8 domestic supply crunch in the United States. Read on... #uranium #investment #USA #cleanenergy $1AE #ASX #1AE

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A great two days for us at the Energy and Mines Australia Summit, Crown Perth: The Decarbonised Mine. Zenith Energy was not only present both days in the exhibition hall, Simon Jelly, Executive Resources IPP Growth, participated in the panel with mining and technology experts discussing 'Do Renewables have the Capacity to Support Mining’s Decarbonisation?,' hosted by Dominic Da Cruz, ESG and Stakeholder Engagement at Zenith Energy. We share some images from the event. #energyandmines #WeAreZenithEnergy #Netzero #RenewableEnergy #CleanEnergy #GreenPower #SustainableFuture #Decarbonisation #ClimateAction #CleanTech #ZeroEmissions #CarbonNeutral #GreenTech #ClimateChange #Renewables #LowCarbon #GreenEconomy #windenergy #solarPV #BESS 

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AMEC New Member Alert 🚨 AMEC welcomes Renascor Resources Limited as a new Full Member. Renascor Resources Limited (ASX: RNU) is committed to powering the clean energy transition through the development, in Australia, of a vertically integrated graphite mine and manufacturing operation to produce sustainable and ethically-sourced battery anode material for the lithium-ion battery market. The project comprises: Siviour Graphite Deposit – the world’s second largest Proven Reserve of Graphite, the largest outside of Africa Siviour Graphite Mine and Concentrator – delivering world-class operating costs due to the favourable geology and geometry of the deposit Battery Anode Material Production Facility – converting Graphite concentrate to Purified Spherical Graphite using an eco-friendly processing method before export to lithium-ion battery anode manufacturers. Learn more: https://lnkd.in/gCymknuG #BatteryAnode #Graphite #Sustainable

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I've recently reviewed the QLD Energy and Jobs Plan and want to share some thoughts. The Plan identifies that with the $76 billion in spend (real, by 2040) it could boost economic activity by $26 billion by 2040. The boost in economic activity is from resource mining ($5 billion), metal refining ($3 billion), green hydrogen ($19 billion), and battery manufacturing ($2 billion). Aside these drivers don't quite add up to the total (don't ask me why), there appears to be no material increase in power provided (in terawatt hours) in the Plan to achieve this additional economic activity. It is effectively a direct replacement of coal with renewables and storage. Putting this in perspective, for the green hydrogen, we will need hundreds of terawatt hours extra power, or 5 - 10x our current QLD power production for the quantity proposed (refer to AEMO - 2023 Electricity Statement of Opportunities of hydrogen power forecasts). One assumes the power will all be achieved via additional private investment, but this is not explicitly declared in terms of how much, where and when. Even with the $4.5 billion Renewable Energy and Hydrogen Jobs Fund, there is little clarity on what fraction of the total we are proposing we could achieve. This is not a tough mathematical problem to solve either. Let me be clear: I am a support of decarbonisation and I believe in climate change. However, I am not a supporter of $76 billion dollar plans with 163 could statements that underpin the economics (that's about 2 per page). We need more transparency and clarity. The challenge is we do not get this with how governments get advice from big consulting and generate plans designed only to support a particular - already decided - approach. My position is that the Plan’s priority should be on green metal and energy exports first to counterbalance declining coal and LNG exports. The Plan must be transparent on the total power we expect to need to grow these exports, and how this would be achieved. Most importantly we need transparency on the scenarios and underpinning assumptions. Perhaps this has been done somewhere, but it is certainly not shared. #transparency #accountability #renewables #QLD

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Wow! We all know that #money can't buy you #love, but did you know it also can't buy some of the worlds biggest #mining companies?! An insightful infographic from Bloomberg and a great share from Tshepo Magagane! #mineralexploration #technology #innovation #criticalminerals #criticalmetals #resourcenationalization #investing #capitalmarkets #mergersandacquisitions #basemetals #gold #copper #mineralprocessing

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Aruma Resources Ltd Expands Portfolio with Copper and Uranium Projects in SA and QLD (ASX: AAJ) Managing Director Glenn Grayson expressed enthusiasm about the acquisition, stating, “We are excited about the company-changing potential of this acquisition. In seeking to expand our asset portfolio we have assessed a number of projects against key criteria designed to drive market support for the company and value accretion for shareholders. We see the combination of quality exploration asset portfolio in high-demand commodities, located in active tier-1 mineral belts in progressive mining jurisdictions as the clear right-fit for Aruma Resources.” “In tandem with our ongoing focus on our Western Australian assets, we plan to implement targeted field work programs across the new asset portfolio, with a view to defining priority targets and systematically drilling these projects to unlock and maximise their IOCG, uranium and copper potential.” “The Company views the ability to acquire this IOCG, uranium and copper prospective asset portfolio at a time of prevailing strength in these commodity markets underpinned by a bullish long term outlook as being potentially transformational, and we look forward to sharing details of our journey to unlock the value of this new asset portfolio in the weeks and months ahead.” Read our article below: https://lnkd.in/gDW_S_NU #copper #uranium #mining #exploration #resources #asx #aaj

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47 applicants will receive grants worth almost $7.5M in the EIS Round 29 for projects to be drilled between June 2024 and November 2025. The Western Australian Mines and Petroleum Minister, David Michael, today announced the successful applicants for Round 29 of the Exploration Incentive Scheme's (EIS) Co-funded Drilling Program, Series 7 of the Energy Analysis Program (EAP), and the inaugural Co-funded Geophysics Program (CGP). The Co-funded Drilling Program saw continued interest in battery minerals exploration this round, with 57% of the successful 47 projects targeting these commodities, including rare earth elements, lithium and nickel-cobalt. The inaugural Co-funded Geophysics Program awarded more than $3M to 23 successful applicants for Venture 1 of the program, with 78% of them actively searching for critical minerals. https://lnkd.in/g7pBhiQj

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Another fantastic article ensuring the discussion is being had in WA; not only about reactors themselves but also the simple first step - mining #uranium for export to our global partners who are increasingly desperate for it. There is no rational justification for keeping the lid on uranium mining in WA, the worlds most capable mining jurisdiction. We have the skills, facilities, and regulations to make this happen. We also seem to have a highly supportive majority of the population. So what is holding us back? https://lnkd.in/gjWDqeH5

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𝗙𝗼𝗿𝘁𝗲𝘀𝗰𝘂𝗲 𝗮𝗻𝗱 𝗔𝗰𝘁𝗶𝘀 𝘁𝗲𝗮𝗺 𝗳𝗼𝗿 𝗴𝗿𝗲𝗲𝗻 𝗵𝘆𝗱𝗿𝗼𝗴𝗲𝗻 by Olivia Thomson Australian Mining Fortescue and global investor Actis have been awarded the exclusive rights to develop, build, own and operate a large #greenhydrogen project in #Oman via a consortium. The hydrogen #project is currently in the #feasibility stage and is expected to involve #construction of up to about 4.5GW of #wind and #solar renewable #energy resources, which will power #electrolysers with potential to produce up to 200,000 tonnes of green #hydrogen per year. The green hydrogen will then be sold to local industrial off takers and processed into derivatives such as #greenammonia for exporting from the port of Salalah. The #consortium was chosen as the winner of the second round of a green hydrogen #tender process by Hydrom – an independent entity founded by the Omani Government – at a signing ceremony held in Muscat on April 29. “Actis and Fortescue are completely in sync with our ambitions to decarbonise and create a new green energy industry globally,” Fortescue president of Middle East, North Africa and Central Asia Dr Moataz Kandil said. “This #strategic #partnership between #Hydrom, #Actis and #Fortescue will not only help to drive the development of a large-scale green hydrogen project in Oman, but will lead the way for others around the world to follow, cementing Oman as a powerhouse in green molecules.” Omani Energy and Minerals Minister and Hydrom chairman Salim bin Nasser bin Said Al Aufi congratulated Fortescue and Actis on the winning. The full article is here: https://lnkd.in/dG-Bks4h

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