A market split in two: majors consolidated and rotated decisively into copper, while a resilient layer of junior placements kept financing the frontier underneath the headline deals.
Zijin Mining Group — Beijing-backed and the most aggressive gold acquirer of the past decade — could not get its own government to clear a $3.9 billion purchase of Allied Gold. The deal died July 29, replaced by a $295 million minority stake. The same week, Rio Tinto and Anglo American posted their strongest half-year copper results in years, and Anglo moved to sell De Beers for roughly a tenth of what it paid in 2011.
Ranked
Zijin Gold International's takeover of Allied Gold — announced in January at C$44 a share, valuing the Toronto-listed miner at roughly $4 billion — cleared Canadian and other international approvals months ago and then stalled indefinitely in China. The companies let the July 29 deadline lapse "mutually," citing only "broader external factors applicable to cross-border transactions." In its place, Zijin is buying 12.8 million newly issued Allied shares at C$32.55 for about $295 million, taking a 9.2% stake rather than the company outright, closing around August 10. Allied's own operations weren't the obstacle — Kurmuk in Ethiopia starts up this month. The obstacle was Zijin's home regulator.
Rio Tinto reported underlying H1 earnings of $6.9 billion, up 43% and the highest in four years, as copper division EBITDA surged 84% to $5.7 billion on the Oyu Tolgoi ramp-up in Mongolia and what CEO Simon Trott's team is calling electrification and AI-driven demand. Iron ore, still the largest single contributor at $6.8 billion, was flat. Copper and aluminium now account for around 56% of group profit — the first time energy-linked commodities have outearned iron ore at Rio. The board declared its highest interim dividend in four years, $2.11 a share.
Anglo American told a similar story from the other direction: group EBITDA rose to $4.0 billion from $3.0 billion, with copper contributing $2.9 billion at a 60% margin, while De Beers ran a $113 million EBITDA loss on rough-diamond prices down 32%. Anglo is now in talks to sell its 85% De Beers stake to a Gareth Penny-led consortium for about $1 billion — $750 million upfront, $250 million deferred — against a $2.3 billion carrying value and the $12.75 billion valuation Anglo paid for full control in 2011. Botswana holds pre-emption rights over 15% of the business and has not yet said whether it will exercise them.
Equinox Gold and Orla Mining closed their $18.5 billion all-share merger on July 31, creating North America's new senior gold producer at roughly 1.1 million ounces a year with a stated path to 1.9 million. Existing Equinox holders end up with about 67% of the combined company.
The unusual
Sundance Resources, a small ASX-listed explorer, won an International Chamber of Commerce ruling that Cameroon breached its obligations over the Mbalam-Nabeba iron-ore deposit — a rare instance this year of a junior beating a state at arbitration rather than the reverse. Resource nationalism has mostly run one direction in this cycle: governments tightening terms, reopening contracts, demanding local equity. A tribunal siding with the company, and opening the door to compensation, is worth watching as a counter-data-point, not yet a trend.
Context
Short term, the Zijin collapse and the Anglo/Rio results sit against a Hormuz backdrop that has stopped cooperating with anyone's base case. Brent traded near $90 and WTI near $85 on July 31 after Iran said it struck two tankers transiting the strait — a partial re-escalation, not the clean return to $100-plus this newsletter flagged last week, but not the "Hormuz is open" read from late June either. Iran has held direct talks with Saudi Arabia and Oman on the strait even while continuing to hit shipping; Goldman's own house view is that Brent moderates toward $80 only if Hormuz "fully reopens" by year-end, with Red Sea and Saudi infrastructure risk as the offsetting threat. Treat the oil number as unsettled, not resolved.
Medium term, last week's read that junior equity is quietly financing the frontier while sovereign capital takes the headlines still holds underneath this week's mega-deals — Saturn Metals raised A$100 million for its Apollo Hill gold project, Santana Minerals closed an A$130 million placement to advance Bendigo-Ophir in New Zealand, and Lotus Resources is running an A$35 million convertible note alongside an entitlement offer to fund the Kayelekera uranium restart in Malawi. What changed this week is which layer of the market generated the larger dollar figures. State-linked balance sheets — Coal India's ₹88.52 billion quarterly profit, Vedanta's continuing run of refinancing activity around its Indian zinc operations, Indonesia's Bumi Resources and Nickel Industries drawing down existing facilities — are still doing the heavy lifting on the production side even as Western majors dominate the equity and M&A story.
Longer term, the Rio and Anglo results are the clearest data point yet that the sector's capital allocation has genuinely rotated toward copper as a distinct, dividend-funding asset class rather than a cyclical bet, with iron ore holding steady and diamonds being marked down in a way that will set a valuation benchmark other natural-diamond assets can't easily avoid.
So what
For anyone pricing Chinese participation in a Western-listed mining deal, this week raises the execution-risk premium specifically on Beijing's own approvals process — not on the target jurisdiction, not on Committee on Foreign Investment-style Western screening, but on China's outbound capital controls, which took the better part of six months to produce no answer at all. Copper is now the metal that actually moves a major's dividend policy; gold and diamonds increasingly don't. Diesel-exposed operators should watch Hormuz closely — Rio itself flagged high diesel costs as a headwind even before this week's tanker attacks. This read fails if another large Chinese buyer closes a comparable majority outbound acquisition cleanly in the next few editions; that would suggest Zijin's problem was company-specific, not systemic.
Week-end price comparison: 24th vs 31st of July 2026
Week end prices shown are as of 18:00 UTC on 31st of July 2026
Gold edged 0.08% lower, remaining broadly stable as competing macroeconomic forces offset one another. Ongoing geopolitical tensions continued to underpin safe-haven demand, but stronger-than-expected US economic data reinforced expectations that the Federal Reserve would keep interest rates higher for longer. Rising Treasury yields and a firmer US dollar limited investor appetite for non-yielding assets, leaving gold largely rangebound.
Silver declined 0.58%, following a similar macro pattern to gold while also reflecting softer industrial sentiment. Although demand from the solar and electronics sectors remains structurally supportive, profit-taking after recent gains and stronger dollar conditions weighed on prices.
Platinum group metals outperformed the broader precious metals complex. Platinum rose 4.35% as continued supply constraints in South Africa and improving automotive demand supported prices. Investors also continued rotating toward platinum as its valuation remained attractive relative to gold and palladium. Palladium gained 3.46%, recovering after several weeks of weakness as short covering and improved sentiment around vehicle production offset longer-term concerns surrounding the gradual transition toward electric vehicles.
Week end prices shown are as of 18:00 UTC on 31st of July 2026
Industrial metals generally strengthened, reflecting continued confidence in long-term electrification demand despite mixed global manufacturing data.
Copper rose 0.35%, remaining near historically elevated levels as persistent mine supply constraints and declining global inventories continued to offset softer Chinese manufacturing indicators. Demand linked to power grid expansion, artificial intelligence infrastructure and electric vehicles remains a key structural support for the market.
Tin gained 3.10%, supported by continued strength in semiconductor demand and tight concentrate availability across Southeast Asia. Zinc increased 1.53% as expectations for infrastructure spending and disciplined smelter output continued supporting market balances. Aluminum advanced 0.94%, benefiting from steady transportation and packaging demand alongside stable energy costs.
Lead fell 0.69% amid relatively subdued battery-sector demand and adequate refined supply. Iron Ore slipped 0.22% as weakness in China's property sector continued to weigh on steel demand expectations, although hopes for additional government stimulus limited downside.
Week end prices shown are as of 18:00 UTC on 31st of July 2026
Energy markets moved lower overall as geopolitical risk premiums continued to unwind. Brent Crude Oil fell 9.06%, reversing part of the previous week's sharp rally after no significant disruptions materialised to Middle Eastern oil exports. Improved confidence in supply through the Strait of Hormuz, combined with expectations of higher OPEC+ production and comfortable global inventories, encouraged traders to reduce risk premiums that had been built into prices.
US Natural Gas declined 4.65% as strong domestic production and healthy storage injections outweighed seasonal cooling demand. Coal rose 2.52%, supported by firm electricity demand across Asia and stronger import requirements from several emerging economies. Uranium gained 0.87% as governments and utilities continued securing long-term fuel supplies, reflecting the ongoing expansion of nuclear generation within global energy transition strategies.
Key Mining and Capital Market Stories
Awalé Resources officially closed a massive $19M non-brokered private placement. Backed by Predictive Discovery and Fortuna Mining, this critical equity injection expands the corporate treasury to $35M, strictly funding aggressive drilling and district-scale exploration across the highly prospective Odienné joint venture located in Côte d'Ivoire.
Following the collapse of a planned $3.9B buyout, Allied Gold successfully secured a $295M strategic equity investment from China's Zijin Mining. Acquiring a 9.2% institutional stake, the massive capital deployment fundamentally strengthens Allied's corporate balance sheet to aggressively advance its expanding West African and Ethiopian gold portfolios.
London-listed Endeavour Mining released exceptionally strong interim financial results, reporting a record $761M in free cash flow for the first half of 2026. The massive liquidity generation from its West African gold operations directly supported a $230M dividend payout and aggressive ongoing corporate share repurchases across the market.
TSX-listed Ivanhoe Mines returned to profitability during the second quarter, officially reporting a net profit of $46M. The robust financial turnaround is actively driven by stabilizing global copper prices and accelerating production recovery at the massive Kamoa-Kakula copper complex operating strictly within the Democratic Republic of Congo.
Japan's state-backed energy agency, Jogmec, officially committed to investing up to $34M in a strategic rare earths venture operated by Toyota Tsusho in Namibia. The sovereign capital deployment directly counters Chinese supply chain dominance, strictly bankrolling advanced exploration and structural development of highly critical heavy rare earth elements.
London-listed Premier African Minerals finalized a targeted corporate subscription, officially raising £550,000 before expenses. By issuing four billion new ordinary shares strictly priced at 0.014p each, the crucial equity capital provides immediate operational liquidity to advance structural development across the company's critical mineral portfolio situated in Zimbabwe.
Anglo American is reportedly in advanced negotiations to divest its iconic De Beers diamond business for approximately $1B. The massive proposed asset sale strictly aligns with the diversified miner's aggressive corporate restructuring strategy, aiming to reallocate institutional capital toward high-margin copper assets while shedding African diamond exposure.
Johannesburg-listed Valterra Platinum reported stunning interim financial results, revealing a 1,633% surge in corporate earnings. Driven by strategic marketing and optimized operations, the massive cash flow generation prompted management to declare a historic R15B interim dividend, actively rewarding shareholders while maintaining strict regional operating asset stability.
Sundance Resources announced an International Chamber of Commerce tribunal officially ruled that Cameroon breached its legal obligations regarding the Mbalam-Nabeba iron-ore deposit. The highly anticipated legal decision marks a major financial milestone for the operator as it aggressively seeks massive capital compensation for its expropriated African investments.
TSX-listed First Quantum Minerals reported a critical $74M rise in second-quarter corporate earnings. The improved financial performance provides essential balance sheet stability following the forced shutdown of its Panamanian assets, shifting intense corporate capital focus entirely onto optimizing its flagship Kansanshi copper extraction operations situated in Zambia.
Greenridge Exploration formally executed a strategic sale and purchase agreement with a leading Southeast Asian institutional investor to strictly close a $3M private placement. The vital equity injection directly funds aggressive exploration and ongoing structural development across the company's portfolio of highly prospective North American copper assets.
First Majestic Silver released its unaudited second-quarter financial results alongside an official quarterly corporate dividend declaration. The dual-listed North American silver operator continues to strictly manage its robust corporate treasury and maintain stable working capital to actively finance its premier underground precious metals operations in Mexico.
NYSE-listed Sinda successfully closed a massive $95.3M concurrent private placement strongly backed by strategic partner Fresnillo. Issuing nearly eight million common shares priced at $12.00, the critical equity deployment completely bankrolls the operator's aggressive drilling programs and rapid commercial underground development strictly at its Mexican silver projects.
TSX-listed Fortuna Mining officially approved a $109M capital expansion to actively increase processing capacity at its Séguéla Gold Mine by 30%. Supported by robust corporate liquidity exceeding $800M, the internally funded capital deployment strictly enhances long-term operational cash flow and rapidly accelerates regional underground gold extraction.
Equinox Gold and Orla Mining formally completed their highly anticipated business combination. The strategic M&A transaction fundamentally establishes a dominant new North American senior gold producer, consolidating institutional capital access to aggressively develop an expansive regional pipeline and achieve a projected 1.9-million-ounce annual production profile.
Anfield Energy formally priced an underwritten public offering to raise US6M in gross proceeds. Issuing common shares strictly at US4.00, the equity injection completely underwrites crucial working capital directly funding aggressive operational development across the Paradox Complex and Shootaring Canyon Mill situated within the United States.
Selkirk Copper Mines released a comprehensively updated mineral resource estimate establishing a 280% tonnage increase at its Minto Project in the Yukon. The critical structural evaluation forms the direct foundational input for the company's imminent Preliminary Economic Assessment, strongly supporting future regional capital investment metrics.
TSXV-listed Element 29 Resources announced a fully committed, non-brokered private placement intended to raise C$12M. Strongly backed by strategic institutional investors, the generated equity strictly funds rapid structural development and aggressive advanced exploration workflows across the company's primary copper porphyry assets located in South America.
Hudbay Minerals reported robust Q2 2026 financial results, officially generating over $100M in free cash flow. The massive corporate liquidity generation strictly offsets inflationary cost pressures, aggressively supporting internal balance sheet stability ahead of formal project sanctioning for its Copper World complex in Arizona later this year.
Centerra Gold released solid interim financial results, officially reporting Q2 net earnings of $72.1M. The North American operator heavily fortified its overall liquidity, formally amending its corporate credit facility to $600M, ensuring immense capital flexibility to advance the Goldfield project toward initial production in 2028.
Compañía de Minas Buenaventura reported highly robust second-quarter financial results, recording US260.6M in net income. Generating US277.1M in direct EBITDA, the Peruvian operator significantly bolstered its corporate liquidity by receiving a massive US$117.5M dividend strictly from its strategic ownership interest in the Cerro Verde mine.
Austral Gold published its second-quarter operational report, highlighting strong financial generation from its Casposo asset in Argentina. The company successfully executed a strategic toll-processing campaign, immediately generating US5.9M in fee revenue while concurrently lowering its Guanaco mine cash costs in Chile to strictly US2,542 per ounce.
G Mining Ventures formally closed its strategic corporate arrangement to completely acquire G2 Goldfields. The major M&A transaction strictly consolidates massive institutional capital and operating capacity across the Oko West and Oko-Ghanie districts in Guyana, simultaneously triggering the planned commercial spin-out of regional explorer G3 Goldfields.
IMC Rare Earths officially priced its initial public offering on the NYSE American exchange, securing US20M in gross proceeds. By issuing four million ordinary shares at US5.00 each, the critical equity deployment completely bankrolls aggressive mineral exploration and structural development across the company's Brazilian magnet rare earth projects.
Endeavour Financial officially secured a strategic equity investment in Geomorphic AI. Leveraging its deep history of structuring $30B in regional project finance, including Lundin's Fruta del Norte in Ecuador, the merchant bank actively deployed capital to scale artificial intelligence systems designed to rapidly source and rank financeable South American minerals.
Geneva-based commodity trader IXM formally executed a major commercial prepayment agreement with Brazilian operator Itaminas. The structured financial arrangement guarantees an extended forward supply of high-grade iron ore, utilizing up-front debt capital to explicitly strengthen the miner's balance sheet and expand regional export logistics capacity.
Global major Rio Tinto executed a binding agreement to aggressively inject US$15M into Mogotes Metals. The heavy institutional equity placement strictly funds rapid exploration and structural resource expansion across the junior operator's highly prospective copper-gold portfolio securely located in the prolific Vicuña district of Argentina and Chile.
Collective Mining successfully secured comprehensive mining titles from the Colombian National Mining Agency. The critical regulatory approval fundamentally de-risks the Guayabales project, allowing the TSX-listed operator to immediately deploy advanced exploration capital and rigorously expand drilling operations across its newly consolidated, high-grade regional precious metals targets.
First Quantum Minerals published second-quarter financial results, recording $136M in net earnings. The global base metal producer formally concluded its massive corporate hedging program, perfectly positioning its unhedged balance sheet to rapidly maximize cash flow generation from its advancing regional extraction portfolios across Latin America.
Following the mutual termination of a C5.5B buyout arrangement, China′s Zijin Mining aggressively restructured its strategy by deploying US295M to acquire a 9.2% strategic institutional stake. This massive cross-border capital injection fundamentally strengthens Allied Gold's corporate balance sheet to aggressively advance expanding African extraction portfolios.
Jakarta-listed Bumi Resources reported highly robust interim financial results, officially recording $72.3M in net income. By aggressively optimizing mining efficiencies and capturing stronger volume margins, the Indonesian coal producer actively fortified its corporate treasury while structurally advancing diversification alongside its newly integrated Australian operating assets.
State-run Coal India released its first-quarter financial results, reporting a consolidated net profit of ₹88.52B. Navigating elevated operational expenditures and volatile production cycles, the global coal miner continues leveraging healthy realization metrics to actively deploy working capital and satisfy massive domestic power generation market demands.
Greenridge Exploration formally executed a binding commercial agreement with a prominent Southeast Asian energy conglomerate to close a $3M private placement. The vital institutional equity strictly funds aggressive exploration and ongoing structural development across the company's portfolio of highly prospective North American critical mineral operating assets.
Saudi Arabia's Public Investment Fund officially anchored Brookfield's newly closed $2B Middle East-focused private equity vehicle. By allocating 50% of the massive capital strictly toward domestic initiatives, the sovereign wealth deployment actively accelerates Saudi Arabia's aggressive economic diversification strategy while deepening regional institutional market liquidity.
Adani Enterprises successfully closed a massive ₹15,000 crore Qualified Institutional Placement during a record-breaking month for Indian fundraising. The heavy equity deployment actively deleverages the conglomerate's corporate balance sheet, strictly providing immense liquidity to fund aggressive capital expansion across its integrated regional mining and energy portfolios.
Xingye Silver & Tin reported massive first-quarter financial results, securing RMB1.33B in net profit. Following an operational suspension at its Yinman subsidiary, the company aggressively leverages its robust corporate cash flow to strictly accelerate formal preparations for a strategic dual-listing on the Hong Kong Stock Exchange.
Manono Lithium, heavily backed by a 54.9% equity stake from China's Zijin Mining, successfully executed its inaugural spodumene concentrate shipment. The operational milestone directly validates the aggressive deployment of Chinese processing capital into the Democratic Republic of Congo, accelerating structural development for regional lithium facilities.
Vedanta Resources officially secured a $450M syndicated debt facility strictly backed by international commercial banks. The critical structural financing fundamentally optimizes the company's regional capital stack, actively deploying liquidity to proactively refinance impending maturities while maintaining robust operational funding for its dominant Indian zinc subsidiaries.
ASX-listed Nickel Industries formally executed a $150M drawdown from its existing syndicated corporate credit facility. The immediate debt deployment strictly bankrolls final-stage construction and rapid commercial commissioning workflows at the company's massive Excelsior Nickel Cobalt high-pressure acid leach processing hub securely located within Central Sulawesi.
Amaroq officially confirmed it expects its common shares to transition from the AIM market directly to the equity shares (commercial companies) category on the London Stock Exchange Main Market. The strategic dual-listing elevation, actively managed by Citigroup, targets deeper European institutional capital pools to fund its Greenland mineral assets.
London-listed Resolute Mining published its quarterly activities report, confirming it formally secured $155M in local bank financing in Côte d'Ivoire. The West African gold operator stated it expects to finalize an additional $105M in Q3, ensuring sufficient operational liquidity to completely underwrite Doropo construction capital expenditures under current market conditions.
London-listed Critical Mineral Resources reported its Q2 operational update for the Agadir Melloul copper project in Morocco. Following successful infill drilling, the company published an internal revenue model estimating its current non-JORC resource could generate roughly $250M in net revenue based on a $13,500/t long-term copper price assumption.
Rio Tinto reported H1 underlying earnings of $6.9B, up 43%, as copper division EBITDA rose 84% to $5.7B. The London-listed miner declared a $2.11-per-share interim dividend, maintaining a 50% payout ratio, while leaving 2026 production and sales guidance unchanged as copper and aluminium outperformed iron ore.
Anglo American lifted H1 underlying EBITDA to $4.0B from $3.0B, with copper contributing $2.94B. Continuing operations generated $800M in attributable free cash flow on $3.5B operating cash flow and $1.5B capital expenditure. Underlying earnings more than doubled to $821M for the six-month reporting period overall.
Euronext-listed AMG reported Q2 adjusted EBITDA of $92M, up 30%, and raised 2026 guidance to $230M–$250M. It completed the approximately $56M acquisition of Zinnwald Lithium’s remaining 71%, sold Graphit Kropfmühl for $64M and reported more than $400M cash on its balance sheet after both transactions closed.
Homerun Resources received a letter of intent from a European project-finance bank for up to €170M in export-credit financing. The proposed facility would fund the equipment package for its Brazilian solar-glass project, whose total capital cost is forecast near $400M. Definitive agreements have not yet been executed.
London-listed Harena Rare Earths secured a commitment of up to $4.84M from the US International Development Finance Corporation. The funding supports pilot-plant work, laboratory testing and environmental programmes at Madagascar’s approximately $150M Ampasindava project, creating a potential pathway toward larger development financing for non-Chinese rare-earth supply.
AIM-listed Ariana Resources reported an optimised Dokwe gold PFS showing a US$1.056B pre-tax NPV10 and US$164M pre-production capital requirement. The company also realised US$17.2M net from selling most of its Zenit interest, providing non-dilutive funding for feasibility work and an expanded drilling programme at Dokwe.
London-listed Nativo Resources raised £640K through a placing and subscription at 0.2p per share, a 4.8% discount, and launched a retail offer for up to £60K. Proceeds will support construction and commissioning work at its Peruvian gold-processing plant, Tesoro development and additional tailings-project due diligence.
Saturn Metals received firm commitments for a massive A100M two−tranche institutional placement priced at A0.40 per share. Strongly cornerstoned by Golden Crane Holdings, the heavy equity injection directly bankrolls construction readiness, front-end engineering, and ongoing resource expansion at the Apollo Hill gold project located in Western Australia.
G50 successfully secured firm commitments for an A26.25M institutional placement, issuing shares priced strictly at A0.595. Backed heavily by Hancock Prospecting, the critical equity deployment completely bankrolls advanced drilling operations and metallurgical workflows across the Golconda and White Caps precious and critical mineral projects located in the US.
Arika Resources secured firm commitments for an A6.55M corporate placement priced at A0.019 per share. Cornerstoned by Lion Selection Group, the crucial equity capital provides immediate operational liquidity to strictly accelerate advanced drilling programs and structural resource definition across the Yundamindra and Kookynie gold assets in Western Australia.
Minbos Resources officially issued 174.26 million fully paid ordinary shares under the initial tranche of its corporate placement. Generating A2.6M in gross proceeds priced directly atA0.015 per share, the vital equity injection actively fortifies the company's working capital to rigidly execute structural development initiatives across its regional portfolio.
Theta Gold Mines formally reported a major quarterly financing milestone, finalizing a massive US90M senior secured bond issue alongside a US18.6M equity deployment. The immense capital stack completely underwrites late-stage construction and imminent commercial commissioning of the TGME gold mine project processing infrastructure located in South Africa.
Kingston Resources finalized an A12.9M dual capital raise comprising an institutional placement and retail entitlement offer. Supplemented by a deferred US10M payment from Ok Tedi Mining, the deployed liquidity actively funds a rapid strategic pivot toward intensive underground resource definition drilling at the Mineral Hill precious metals operation.
Lotus Resources successfully completed its institutional accelerated non-renounceable entitlement offer, officially clearing the structural path for settlement. Concurrently progressing a massive A$35M convertible note issuance, the ASX-listed uranium developer systematically leverages diversified capital to aggressively fund ongoing operational readiness activities and mine restarts strictly at the Kayelekera project.
Orpheus Uranium received firm institutional commitments for an A4.25M corporate placement priced directly at A0.09 per share. Cornerstoned by IsoEnergy, the essential equity deployment strictly funds ongoing regional exploration initiatives and rapidly calibrates initial rotary mud drilling programs targeting widespread redox boundaries across the Frome project in South Australia.
Critical Minerals Group published a robust Pre-Feasibility Study for the Lindfield vanadium project alongside an A$1.5M two-tranche capital raise. Generating immediate operational liquidity, the equity injection completely underwrites metallurgical pilot plant initiatives and rapidly advances critical negotiations for long-term project finance and binding electrolyte offtake agreements.
Santana Minerals officially obtained New Zealand Overseas Investment Office consent to purchase freehold farmland, allowing the company to simultaneously buy back substantive project royalties. The regulatory milestone follows the complete settlement of an enormous A$130M equity placement, actively securing all requisite capital to aggressively develop the Bendigo-Ophir gold asset.
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With gold producers generating record-breaking cash flow this quarter, where should majors deploy their capital next? |
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