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Ore & Order

Ore & Order

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 TALIRAI is a boutique consultancy of experts who help investors, companies and asset owners make better decisions through strategic advice, technical insight, capital solutions and market intelligence.

Ore & Order: Signals shaping mining and resources.
What’s changing, and what does it mean for your next decision?

The brief connects you to the geopolitics, markets, technology and capital flows shaping resources, energy, and industrial tech.

Each week, two hosts unpack what matters: what happened, why it matters, and what to watch next. Clear explanations, informed questions and a grounded view of the developing landscape.

Three weekly editions around ten minutes to sharpen your perspective.
  1. Industrial & Climate Venturing
  2. Commodity Movements & Market Forces, and
  3. Geopolitics Affecting Mining.

Curated by TALIRAI, using AI-generated voices, publicly sourced research and expert opinion.Copyright Talirai Online Economie Finances privées Politique et gouvernement
Épisodes
  • Jordan's Minerals Opportunity: Beyond the Resource Headlines

    Jordan's Minerals Opportunity: Beyond the Resource Headlines
    Nov 4 2026
    Series: Geopolitics
    Jordan's mining opportunity starts with productive phosphate, potash and bromine operations, while October's two separate copper developments show why new deposits require technical and commercial proof. The strategic test is whether Jordan can turn resources and reform commitments into bankable, competitive projects.
    Ore & Order special episode from TALIRAI (pronounced tah-lee-ray). Jo and Carlos ask where Jordan's mining sector can create durable value: established phosphate, potash and bromine, selective copper development, or reform and enabling infrastructure.
    Jordan has significant operating businesses today. JPMC reported about 12.1 million tonnes of dry phosphate production in 2025 and Arab Potash Company reported about 2.9 million tonnes of potash. These are production measures, not additive new capacity or forecasts.
    Two distinct October 2026 copper developments are considered: Abu Khashiba exploration and pilot processing, and the separate Manaseer southern-Jordan executive agreement of 21 October. Early estimates, laboratory recoveries and signed agreements are not proved reserves, approved mines or demonstrated commercial returns.
    The 2026–2029 mining programme includes ambitions for geological data, investor services and legal reform, while water and energy remain critical commercial constraints. Reform announcements are not treated as proof of implementation.
    The editorial analysis draws on a 23 October 2026 Jordan minerals diagnostic and the publicly verifiable sources linked below. This episode does not disclose private consultancy strategy, non-public documents, investment recommendations or purported partner consent.
    Audio generated using AI voices.
    Sources
    US Geological Survey — Jordan minerals overview and 2024 industry data
    Jordan Phosphate Mines Company — phosphate production 2025
    Arab Potash Company — 2025 production and earnings overview
    Albemarle / SEC — Jordan Bromine Company 2025 technical report summary
    Jordan News Agency Petra — Abu Khashiba copper resource assessments and pilot studies
    Jordan News Agency Petra — executive agreement for southern-Jordan copper project
    Jordan News Agency Petra — mining priorities in the 2026–2029 Economic Modernisation programme
    Jordan Ministry of Energy and Mineral Resources — programme implementation follow-up
    US International Trade Administration — Jordan market challenges, water and power costs
    Jordan Ministry of Energy and Mineral Resources — 2025 mineral-sector achievements

    Audio generated using AI voices. Research as of 2026-10-25.

    This episode includes AI-generated content.
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    6 min
  • Who Controls the Mineral Chain?

    Who Controls the Mineral Chain?
    Nov 4 2026
    Series: Geopolitics
    This week shows that control of mineral value chains is moving beyond resource ownership: China is concentrating iron-ore buying power, African governments are tying market access to domestic processing, and state-backed critical-mineral strategies are becoming more commercially selective.
    This week: China's centralised bargaining with Australian iron-ore miners, the electricity constraint on African mineral processing, coordinated development-bank support for local value chains, and India's decision to pause a state-backed nickel expansion despite nickel's strategic status.
    Audio generated using AI voices.
    Sources
    China's tug-of-war with Australian miners lurks beneath iron ore calm
    Africa's minerals value-add drive interests investors but faces energy hurdle
    Development Banks establish collaboration framework on critical raw materials
    India's NMDC puts nickel foray on hold on global oversupply concerns, sources say
    How can EU limit impact of China Shock 2.0?

    Audio generated using AI voices. Research as of 2026-10-26.

    This episode includes AI-generated content.
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    5 min
  • The cost curve is deciding who can keep growing

    The cost curve is deciding who can keep growing
    Nov 4 2026
    Series: Markets
    Expensive diesel and capital are lifting mining costs, while lithium and copper show why the speed of new supply matters more than a simple demand story.
    This week’s commercial question is which assets can keep investing when fuel and finance are expensive. The International Energy Agency says diesel supply remains unusually tight even as overall oil demand weakens, while the US Federal Reserve held rates at 3.75–4.00% on 28 October and said inflation remains elevated.
    Lithium is the fast-supply example. PLS reported record quarterly production and lower unit costs, then approved the A$1.9 billion P2000 expansion. Its 20-year power agreement with Fortescue is expected to lower P2000 operating costs by about A$15–20 per tonne. These are company targets, not guarantees.
    Copper is the slow-supply counterexample. Freeport says Grasberg’s phased recovery is expected to reach about 80% of capacity by mid-2027 and approach full capacity by the end of 2027. Recovering a major existing mine still takes time, supporting the view that copper supply is less responsive than lithium supply.
    Supporting market context: world crude-steel output was 142.4 million tonnes in September 2026, down 0.2% year on year; China’s January–September output fell 2.9% while India’s rose 5.6%. This helps explain why bulk-commodity demand is rotating rather than booming uniformly.
    What to watch: diesel inventories and refinery recovery; whether high rates persist; PLS execution and lithium curtailments; Grasberg’s early-2027 material-handling upgrade; and Chinese versus Indian steel production.
    Audio generated using AI voices.
    Sources
    IEA Oil Market Report — October 2026
    Federal Reserve issues FOMC statement
    PLS record production and lower costs drive strong start to FY27
    PLS signs long-term power agreement for Pilgangoora
    Freeport provides third-quarter 2026 operational update
    World Steel Association September 2026 crude steel production

    Audio generated using AI voices. Research as of 2026-10-29.

    This episode includes AI-generated content.
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    5 min
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