TheBitCast

Marathon Gets Its Billion, Gold Stumbles on Fed Hawks, and Rare Earths Without New Mining

Podcast: The Mining Insider · Logan Ore - The Pro Podcasters

Opublikowano: 2026-09-24

Generation Mining completes C$1.3B construction financing for Marathon Copper-Palladium Project — early works begin Q4 2026, Glencore life-of-mine offtake, 2.16M oz palladium + 532M lbs copper over 13 years. Gold drops 1.7% to $4,282 on hawkish Fed officials and a stronger US dollar; 95% probability of December rate hike per CME FedWatch. Neo Performance Materials signs MOU with Rainbow Rare Earths for NdPr oxide and dysprosium-terbium offtake from South Africa's Phalaborwa phosphogypsum project — no new mining required. Barrick Loulo-Gounkoto Mali: four days to September 28 strike deadline, no resolution announced. Sources: - Generation Mining Marathon financing: https://genmining.com/news/2026/generation-mining-secures-full-project-financing-t-15448/ - Reuters — Gold falls hawkish Fed: https...