Global Scans · Mining · Weekly Summary

• [New] Major technology companies including Tesla and Apple have established carbon intensity requirements for suppliers, creating premium pricing opportunities for mining companies that can demonstrate low-carbon production methods. Discovery Alert
• [New] Industry analysts maintain projections for substantial cumulative uranium deficits through the mid-2030s as nuclear capacity additions outpace mining production expansion. Discovery Alert
• [New] Quantum computing applications in mining optimization could deliver 20-30% efficiency gains by 2030 through solving complex optimization problems that exceed classical computing capabilities. Discovery Alert
• [New] 41% of major mining companies have committed to 100% renewable energy for operations by 2030, representing substantial progress from 22% in 2020. Discovery Alert
• [New] Roughly 70% of global supply comes from South Africa - an ecosystem defined by load shedding, labour instability, deep-level mining risks, declining grades, rising costs, and chronic underinvestment. investing.com
• [New] By 2026, Otjikoto Mine's operations encompass both open-pit and underground mining. Farmonaut
• [New] The uranium mining sector is undergoing a remarkable transformation as 2026 approaches, driven by rising energy demands, a renewed focus on low-carbon solutions, and rapid technological advancements. Farmonaut
• [New] The mining industry in 2025 has faced a landscape shaped by volatility, stakeholder scrutiny, digital disruption and the urgent need to decarbonise. MST Global
• [New] The International Energy Agency warns of a potential 30% copper supply deficit by 2035, driven by surging demand from electrification, AI, and clean energy transitions outpacing constrained mining output amid declining ore grades and lengthy project timelines. GeopoliticsUnplugged Substack
• [New] Unforeseen disruptions (global health events, extreme weather, geopolitical crises) have proven the need for resilient and remote mining operations. Farmonaut
• [New] As we move into 2026 and beyond, digital transformation in mining is no longer a futuristic concept, but an immediate imperative. Farmonaut
• [New] Deployment Across Strategic Sectors: Quantum tech should be deployed at scale across defence, healthcare, finance, mining, energy and national infrastructure by 2035. / India INSIGHTS IAS - Simplifying UPSC IAS Exam Preparation
• [New] A 200-megawatt, $1 billion facility built by Canadian company Hydrostor near the historic mining city will be Australia's first large-scale compressed air energy storage facility, capable of powering up to 80,000 homes for a day. Australian Broadcasting Corporation
• [New] Mining giant BHP Mitsubishi Alliance will not invest in expanding its Saraji East coal project in Central Queensland despite receiving state government environmental approvals this week. Australian Broadcasting Corporation
• [New] A third view pegs smart mining at USD18.5 B in 2025, reaching USD52.8 B by 2035. AZoCleantech
• [New] Companies involved in uranium mining and nuclear plant construction, like Cameco, could see substantial growth. International Business Times
• [New] Despite being a serious environmental threat, there is no comprehensive public understanding between the growth of AI and data center development and their link to global mining operations. Hoosier Environmental Council - all. together. now.

Last updated: 19 December 2025