Ivanhoe Beats Its Cost Target at Kamoa, the G7 Draws a Line on Critical Minerals, and Washington's Copper Tariff Clock Is Running
Ivanhoe Mines exceeded cost guidance for Q1 2026 at Kamoa, reporting $862M revenue and $397M EBITDA, despite a net loss driven by a tax settlement. Kipushi set a zinc production record, and Platreef secured project finance. The G7 pledged to counter "weaponized" critical mineral…