Bannerman's Billion-Dollar Uranium FID, Zambia's Acid Crunch, and the UAE's Australian Lithium Bet

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

Opublikowano: 2026-09-25

Bannerman Energy completes US$457M CNOL (CNNC Overseas) financing for Etango uranium project, Namibia — 45% JV stake, 207M lbs U3O8 resource, debt-free construction, FID imminent, first production targeted 2028; Brando Munro quote. Zambia copper sector: KCM (Vedanta) signs US$498M contract with China NERIN Engineering for Africa's largest copper tailings leach plant at Chingola — 70,000 tpa addition toward 300,000 tpa by 2031; Nchanga smelter restarted after 106-day rehabilitation; meanwhile sulphuric acid shortage constrains smaller operators — Jubilee Metals acid costs +200% Q4 FY2026, Sable cathode output -31% QoQ, Zambia small-scale copper -35.2% YoY (SMM analysis Sep 25). Global Lithium Resources / Titan Australia Mining binding A$333M ($237M USD) t...