Ivanhoe’s giant Makoko copper find gets 30% bigger

Original announcement by miningcom on

Company
Ivanhoe Mines
Ticker
IVN
Exchange
Unavailable
Region
Democratic Republic of Congo
Primary commodity
Copper
Secondary commodities
None reported
Document categories
Resource update
Extracted
2026-09-12 00:53:35 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Ivanhoe Mines has expanded its Makoko copper discovery by 30%, reaching approximately 12 million tonnes of contained copper. The updated resource includes 42 million tonnes of indicated resources at 2.66% copper and 612 million tonnes of inferred resources at 1.8% copper.

Reasoning: The resource estimate shows substantial growth in contained copper and maintains high grades for the indicated category.

Positive factors

  • Significant tonnage growth (30%)
  • High-grade indicated resource (2.66% Cu)
  • Large scale of contained metal (12 Mt Cu)
  • Expansion of resource footprint

Facts used in scoring: 2

Classification and evidence

Tonnage Growthpositive

Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved.

Why it applies: The discovery expanded by 30% from its 2025 estimate.

Evidence · text

“expanding the giant discovery by 30% from its 2025 estimate”

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: The report explicitly states 42 million tonnes of indicated resources.

Evidence · text

“holds 42 million tonnes of indicated resources”

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: The report explicitly states 612 million tonnes of inferred resources.

Evidence · text

“612 million tonnes of inferred resources”

Extracted facts

Stored fact records: 2. Some facts used in scoring do not have a stored record.

Resource Estimates (2)

indicatedMakoko · copperTonnes: 42000000Grade: 2.66Grade Unit: %Contained Metal: 1117200Contained Unit: tView all details
Link to this fact

Identity

Project
Makoko
Commodity
copper
Region
drc
Reported Region
Democratic Republic of Congo
Ticker
IVN

Resource scope

Estimate type
resource
Resource group id
resource:cc10d924e22bc652959b
Mining method
underground

Resource Data

Category
indicated
Tonnes
42000000
Grade
2.66
Grade Unit
%
Contained Metal
1117200
Contained Unit
t

Prior Estimate

Resource Date
2025-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-08T00:00:00.000Z

Reasoning: 2.66% Cu is a very strong grade for an indicated resource.

Positive factors

  • High grade for indicated category

Evidence · text

“42 million tonnes of indicated resources grading 2.66% copper”

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredMakoko · copperTonnes: 612000000Grade: 1.8Grade Unit: %Contained Metal: 10992000Contained Unit: tView all details
Link to this fact

Identity

Project
Makoko
Commodity
copper
Region
drc
Reported Region
Democratic Republic of Congo
Ticker
IVN

Resource scope

Estimate type
resource
Resource group id
resource:656a99d0608c60ad6aa6
Mining method
underground

Resource Data

Category
inferred
Tonnes
612000000
Grade
1.8
Grade Unit
%
Contained Metal
10992000
Contained Unit
t

Prior Estimate

Resource Date
2025-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-08T00:00:00.000Z

Reasoning: Large scale resource provides significant upside potential.

Positive factors

  • Massive scale of inferred resource

Negative factors

  • Inferred category carries lower geological confidence

Evidence · text

“612 million tonnes of inferred resources grading 1.8% copper”

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.