Given all the attention on South Africa as BHP's takeover attempt of Anglo rages, Glencore's Gary Nagle made some interestingly positive comments yesterday on state of the South African mining industry. In short - Glencore likes SA even if others don't 🧐ft.com/content/ac076f…

Nuclear fusion SCOOP: The EU is playing hardball over Britain's ITER membership saying the UK can't rejoin the international fusion project in France unless it first rejoins Euratom

Scoop with Andrew Bounds & Michael Peel
ft.com/content/12cf84…

Most impressive piece of reporting I’ve read this year. Phenomenal, important work newyorker.com/magazine/2024/…

BHP can’t pay enough to force Anglo to do the heavy lifting via Financial Times on.ft.com/3UZlVKD

Tim Howell, Britain’s best base jumper, is planning the highest ever base jump from 8,516m Mt Lhotse in Nepal

In this video he jumped from 6,000m on Aconcagua in Argentina
youtu.be/OFHfKNVfyj4?si…

Read about the Lhotse jump here in the Financial Times on.ft.com/3wmLprP

I wrote about base jumper Tim Howell for FT Weekend: he hopes to break the record for highest ever wingsuit base jump by leaping off 8,516m Lhotse in the Himalayas. It is terrifying stuff. Check out his video from Aconcagua. Speaking to him was eye-opening on.ft.com/3UEjGL1

Anglo American set to be bought or broken up after rejecting £31bn BHP offer, investors believe via Financial Times
on.ft.com/3WcQEEZ

South Africa could be a thorn in BHP’s side as it makes £31bn Anglo American bid via Financial Times
on.ft.com/44kE1d4

BP company secretary Ben Matthews keeps trying to move the Q&A on from pensions but that is ALL those shareholders who have got into the room want to talk about

BP's main critics at this year's AGM are not climate activists but former BP employees. Don't mess with pensioners

BP AGM high security at BP's Sunbury site meaning for first time in several years no protestors have got inside the meeting
Murray kicked off acknowledging disruption of Looney's exit 'A change of leadership is never straightforward'
Key vote to watch is re-election of chair Lund

BHP proposes £31bn takeover of Anglo American in mining mega-deal via Financial Times on.ft.com/4bb6i88

Artificial intelligence is coming for the commodity traders, with ⁦Malcolm Moore⁩ on.ft.com/3WaC3de

🚨

Nearly Half of China’s Swimming Team Tested Positive for a Banned Drug Before Being Secretly Cleared to Win Gold at The Tokyo Olympics 💉 🏊‍♀️ 🥇

In-depth investigation with ⁦Michael S. Schmidt⁩ into how China was allowed to explain away positives nytimes.com/2024/04/20/wor…

Iran oil exports hit 6-year high as west prepares sanctions via Financial Times on.ft.com/3xIFjCo

SCOOP: Former Shell CEO Ben van Beurden has joined KKR as a senior investor for a new climate investment strategy focused on the energy transition. The part-time position is van Beurden's first corporate role since leaving the energy major in Dec 2022

ft.com/content/10cb4f…

The year Trafigura founder Claude Dauphin picked Jeremy Weir as his successor, the company was still paying bribes to Brazilian officials for oil contracts. A decade later the payments have come back to haunt them but Weir says this is all in the past on.ft.com/3VVP6ip

Shell ‘massively undervalued’ in London, says former chief via Financial Times on.ft.com/3TK358k

Ben van Beurden on the need for less 'waffle and bullshit' in the energy transition:
“[Wael Sawan said] it’s an honest approach and I think he is absolutely right. To just waffle and bullshit that this is all happening while it isn’t would not be correct' ft.com/content/b9d3c1…