So far, 2023 isn't quite working out how many had envisaged, with the US economy outperforming and the Chinese economy disappointing.
"Sentiment regarding the US economy seems to be improving, and a soft landing scenario would be a clear positive for the miners," Jefferies analyst Christopher LaFemina said.
"Some China stimulus would help as well. Short-term macro data points will continue to matter most.
"From a structural perspective, the energy transition boom has gone from being a nice story for mining to now being a reality as energy transition end markets are now big enough to move the needle. 2H will be interesting."
Fortescue Metals Group is set to ship the first product from its new Iron Bridge magnetite mine this month, while Sandfire Resources should make the first copper sales from its new Motheo mine in Botswana.
Pilbara Minerals and Calix expect to make a final investment decision on a mid-stream demonstration plant to produce lithium salts later this month.
Wyloo Metals' on-market takeover offer for Mincor Resources will close on Wednesday, after which Wyloo will seek to have Mincor delisted, regardless of whether it reaches the 90% threshold for compulsory acquisition.
As of late Friday, Wyloo held 83.51%.
Mincor remains in talks with offtake partner BHP Nickel West for a waiver after it failed to meet the nominated minimum annual quantity of ore under the contract.
Still on nickel, Ardea Resources plans to release the prefeasibility study for its large Kalgoorlie nickel project within days after upgrading the resource to more than 6 million tonnes of contained nickel last week.
Greenstone Resources is due to update the resource for its Burbanks gold project in Western Australia's Goldfields.
Victory Metals will report an initial resource for its North Stanmore rare earths project near Cue in WA.
Cassius Mining is due to report an initial resource for its Soalara limestone project in Madagascar. Shares in the small-cap jumped last week after it reported drilling results from the project.
There are also a bunch of companies in trading halts: Dreadnought Resources, pending a resource upgrade at Mangaroon, Metal Hawk, pending a material acquisition, GTI Energy, pending a maiden uranium resource in Wyoming, Firetail Resources for an acquisition and capital raising, Valor Resources for the sale of its Peruvian copper assets, Theta Gold Mines, pending a funding update, and Manhattan Corporation, Anax Metals and Carnavale Resources for exploration results.
Troubled potash producer Kalium Lakes is in long-term suspension until "it has a clear pathway forward for shareholders and other stakeholders".
Australian Critical Minerals will kick off July's listings today. Also scheduled, but not guaranteed, to list this month is Chilwa Minerals, Great Divide Mining and Ashby Mining.
