Jaguar Mining (JAGGF) - Producer - Gold
PRODUCTION (Jul 09, 2025) - Finimize (-) NEGATIVE | SIG: MEDIUM | (!!) WATCH

• Jaguar Mining experienced a 37% decrease in gold output in Q2, primarily due to a temporary shutdown at its Turmalina mine in Brazil. • Despite the production setback, Jaguar Mining aims to restart the Turmalina mine by Q1 2026, supported by a strong cash reserve of $48.3 million and high gold prices averaging $3,264 per ounce. • Investor confidence in Jaguar Mining's ability to overcome short-term challenges was reflected in a modest stock uptick of 0.04, closing at $3.72 on the Toronto Stock Exchange, indicating potential growth amidst operational adversity.

G Mining Ventures (GMIN.V) - Developer - Gold
PRODUCTION (Jul 09, 2025) - MarketScreener (+) POSITIVE | SIG: MEDIUM | (!!) WATCH • G Mining Ventures' Tocantinzinho Gold Mine achieved nameplate capacity, processing 12,890 tonnes per day over 30 consecutive days. • Q2 2025 production results show 42,587 ounces of gold produced, with a 20% increase over Q1 2025 and improved gold recovery to 90.3%. • The successful ramp-up at Tocantinzinho Mine post-SAG mill liner challenges keeps the company on track to meet its 2025 production targets, positioning it as a strong player in the gold mining sector.

Vale S.A. (VALE) - Producer - Iron Ore
PRODUCTION (Jul 09, 2025) - Yahoo Finance (-) NEGATIVE | SIG: MEDIUM | (!!) WATCH • Vale S.A. revised down its 2025 iron ore agglomerates production forecast to 31-35 million metric tons, a significant reduction from the previous estimate of 38-42 million metric tons. • Market conditions for pellets led to the revision, with concerns over oversupply and reduced demand for high-quality products, prompting producers like Vale to prioritize sales of lower-grade powdered ore.

• The oversupply in the pellet market is exacerbated by Samarco ramping up its pellet production, adding approximately 8 million tons to the market, impacting Vale's competitive position in the iron ore sector.

Kinross Gold (KGC) - Major Producer - Gold

REGULATORY (Jul 10, 2025) - Thestar (-) NEGATIVE | SIG: HIGH | (!!) WATCH • Kinross Gold's Buckhorn Mountain mine has been releasing tainted water since 2008, with reports of over 3,500 Clean Water Act violations. • Despite allegations of pollution and Clean Water Act violations, Kinross Gold denies any wrongdoing and claims to adhere to the highest environmental standards. • Kinross Gold's plans for a new mine in northern Ontario raise concerns for an Indigenous community downstream already affected by industrial pollution disasters.