OpenOre

OpenOre is open. 14,900+ deposits · 6,700+ mines · 1.18M licences · 230 jurisdictions — mapped, linked, and sourced, with every claim labeled by its evidence. Free tier: full Atlas, watchlists with alerts, AI Analyst. No card. openore.io

Update: Oyu Tolgoi's export restriction has lifted. Confirmed 4 Nov — 13 convoys crossed, the full pre-slowdown rate. Exports had fallen ~70%, to ~4 a day. Cost while it ran: ~US$300m. The US$1.2bn year-end scenario didn't happen. Cause was never policy. It was driver ID kit.

Glencore's nine-month copper: up 12% or up 3%? Both are in the same report. The 12% strips out Mount Isa, which closed, and Kidd, which was sold. The 3% is the reported basis - the metal that went to market. Guidance held at 810-870kt, outcome "towards the lower end."

This week in Signals: 46 published, from 400 reviewed. Oyu Tolgoi exports −70%. Not a tariff — China is installing facial-recognition kit at the border. Up to US$1.2bn. Glencore cobalt −52%, but held in solution. Deferred, not lost. Balama: US$581/t cost, US$583/t price.

Project Evidence Dossier: reported payments by an asset's linked owners and operators, on the asset page. Only human-confirmed matches — missing evidence is stated, not papered over. That discipline is the product. openore.io

Governance & Transparency: every EITI country page shows what mining paid governments, plus production, exports and the latest EITI Validation. Corridor Governance: that context beside 65 corridors, incl. Lobito.

OpenOre keeps shipping. 3 new features, live now: governance intelligence across 55 countries — 101,837 payment records ingested, standardized and linked to the countries, corridors and assets you track. Data from the EITI International Secretariat (eiti.org). 🧵

What 4.4M drill holes change: 1. Target generation by absence — the interesting ground sits beside the drilled ground 2. Checking "underexplored" in seconds instead of on trust 3. Drill density against licence boundaries = what you're actually buying Collars, not assays.

Bannerman FID'd the US$353M Etango uranium mine in Namibia. CNNC's overseas arm put in US$320.4M of it — for 42.75%. A project that held a mining licence since 2023 and couldn't start construction. That's how it started.

4,411,500 drill holes, now in the OpenOre workspace. Australia 4,194,449 Canada 189,712 Sweden 27,339 Open government geoscience surveys. Collars, not assays — we don't publish grades we don't have. One Eastern Goldfields cell holds 141,778 by itself.

The Atlas now opens on satellite by default. Pit outlines, waste dumps, tailings, haul roads — visible from above, invisible on a street map. Plus exact-geometry overlap checks on licence boundaries.

What a drill result needs before it enters OpenOre Signals: hole ID, interval, from-depth, true width. WA1: 38.1 m at 4% Nb2O5 Core: 92 m at 1.25% Li2O Hycroft: 19.6 m at 30.49 g/t Au A grade without an interval is not a result. openore.io

Mercuria delivered 12,000 t of Congolese copper into Project Vault, the US critical minerals reserve. First physical delivery we have recorded. It comes from Gecamines' 20% of Tenke Fungurume, a Chinese-operated mine, moved by a Swiss trader. openore.io

14 Oct: US Treasury asks the World Bank to catalyse deep-sea mining. 15 Oct: Greenland's parliament votes unanimously to ban it to 2029. 16 Oct: the Bank sets US$19bn to 2030, from US$3.6bn. The money is growing. The permission is not. openore.io

FLS booked two Chile copper orders in two days. Neither names the mine. DKK 360m: world's largest gyratory, 40ft SAG, three ball mills, 90+ MW. Commissioning 2029-30. DKK 175m: a second grinding line. Mills are ordered years before concrete. openore.io/signals

Two offtakes this week. One mine running, one not built. Elevra to LG Energy Solution: 240,000 t spodumene over 4 years from an operating Quebec mine. Traxys at El Moto, Spain: exclusive, 10 years from first production. That mine does not exist. openore.io/signals

A connection you cannot audit is a guess. 55,882 links between mines, deposits, licences, ports, power plants and corridors. Every one declares how it was made: 54,603 from geometry 1,074 attribute match 205 by hand 21,383 with a source URL openore.io/atlas

Five processing plants this week. Not one mine. Westwin: $502m nickel refinery, MS Hertha: $100m iron plant, Texas Titan + US Army: Alabama graphite Steenkampskraal: monazite plant Aclara + CAP: rare earths, Chile The bottleneck is not the rock. openore.io/signals

The OpenOre Atlas now opens in satellite view: mines, licenses and corridors on real imagery from the first load. Light, Dark and Terrain are still in the basemap menu. openore.io/atlas

In August we tracked 36 mineral corridors. Today we track 101. 15 are not running. Three of them here: Niger uranium: suspended Reko Diq to Karachi: planned Ring of Fire: under construction Real Atlas views. Each opens at that corridor. openore.io/atlas

Five operations changed state this week. None because of geology. Escondida: mediation requested Centinela: strike begins Sibanye-Stillwater: strike ends Raspadskaya: fire halts output Grota: court clears restart Labour x3, fire x1, court x1. openore.io/signals