There is a tendency to think of data as generic, especially when it is vast, but the uniqueness of mineral data makes it the ultimate non-commodity, primed to take advantage of AI....more
The mining & metals sector, long perceived by the broader markets as an old-fashioned heavy industry, is embracing technological innovation and new forms of partnership as it seeks to harness productivity growth and the...more
In December 2023 – January 2024, we conducted a straw poll of 240 decision makers in the mining & metals sector via an online survey. While the findings are subject to the limitations of sample-based information, they do...more
2/1/2024
/ Acquisitions ,
Environmental Social & Governance (ESG) ,
Geopolitical Risks ,
Global Economy ,
Global Market ,
Investment ,
Investors ,
Mergers ,
Metals ,
Mining ,
Natural Resources ,
Supply Chain
Geography—as much as geology—is driving commercial activity and opportunities for mining & metals firms as decarbonization accelerates -
The old adage—credited to J. Paul Getty—goes, "The meek shall inherit the Earth, but...more
9/20/2023
/ Cross-Border ,
Energy Sector ,
EU ,
Fossil Fuel ,
Hydrogen Power ,
Inflation Reduction Act (IRA) ,
International Energy Agency (IEA) ,
Investment ,
Manufacturers ,
Metals ,
Minerals ,
Mining ,
Oil & Gas ,
UK
Recent disruptions in the global food supply chains have highlighted Africa's urgent need to become self-sufficient in food production. Traditionally, the continent has turned to small-scale community-based agricultural...more
7/12/2023
/ Africa ,
Agricultural Sector ,
Angola ,
Biden Administration ,
Biodiversity ,
Capital Markets ,
Climate Change ,
Energy Reform ,
Energy Sector ,
Exporters ,
Food Supply ,
Foreign Investment ,
Infrastructure ,
Investment ,
Investors ,
Kenya ,
Metals ,
Minerals ,
Mining ,
Oil & Gas ,
Private Sector ,
Regulatory Reform ,
Supply Chain ,
Trade Relations ,
United States ,
Urban Planning & Development ,
Well Drilling
In the world of shifting geopolitical tensions and supply chain vulnerabilities exacerbated by the COVID-19 pandemic, the push for mineral & metal security is changing the way governments, regulators, sector participants and...more
Solar panels, wind turbines, heat pumps and batteries are all made of metal and—unlike a barrel of oil or ton of coal—metals can be recycled. Countries heavily dependent on imports of crucial decarbonisation minerals are...more
5/4/2023
/ Batteries ,
Capital Markets ,
Carbon Emissions ,
Coal ,
Energy Sector ,
EU ,
Hydrogen Power ,
Imports ,
Metals ,
Recycling ,
Solar Panels ,
Wind Power
Even with the exceptional deal activity seen in 2021, the mining & metals sector saw a run of M&A transactions in 2022 not seen in a decade, resulting in a grand total of 288 deals worth US$88.2 billion for the year. Net...more
Geopolitical risks and inflationary pressures may have overtaken ESG as the top concerns for the mining & metals sector, but there is little expectation that ESG factors will diminish for investors and firms in 2023....more
1/19/2023
/ Capital Markets ,
Climate Change ,
Energy Sector ,
Environmental Social & Governance (ESG) ,
Investment ,
Investors ,
Metals ,
Minerals ,
Mining ,
Popular ,
Sustainability
Participants in the mining & metals supply chain will see many challenges—but also opportunities—in playing both offense and defense in an economic downturn.
Despite the heady profits reported by many in 2021 and the first...more
Softening commodity prices and economic headwinds may deter miners and metal companies from deploying the significant capital expenditure required to decarbonize....more
9/23/2022
/ Capital Investments ,
Capital Markets ,
Capital Structures ,
Carbon Emissions ,
Energy Storage ,
Environmental Social & Governance (ESG) ,
EU ,
Intellectual Property Protection ,
Lithium Batteries ,
Market Conditions ,
Metals ,
Mining ,
Net Zero ,
Oil & Gas ,
Renewable Energy ,
Research and Development ,
Solar Energy ,
Supply Chain ,
Wind Power
The global drive towards a low-carbon circular economy and increased focus on ESG are creating many new opportunities for metal recycling projects. But is scrap the answer to the growing demand for green metals?...more
Against a backdrop of record commodity prices and the pressure for miners to boost their ESG credentials, the sector is seeking to position itself as a trusted partner in fighting climate change. Will 2022 cement the mining &...more
2/7/2022
/ Capital Markets ,
Climate Change ,
Commodities ,
Coronavirus/COVID-19 ,
Energy Sector ,
Environmental Social & Governance (ESG) ,
Investment ,
Investors ,
Metals ,
Minerals ,
Mining ,
Popular ,
Sustainability
PGMs are helping Southern African mining remain relevant and contributing to a global clean and green transition -
"Among the rarest metals on earth, PGMs are well known for their catalytic properties."
Platinum...more
11/17/2021
/ Africa ,
Clean Energy ,
Climate Change ,
Coronavirus/COVID-19 ,
Global Economy ,
Green Energy ,
Metals ,
Mining ,
Motor Vehicles ,
Rare Earth Metals ,
South Africa
PGMs are helping to ensure that Southern African mining remains relevant and is contributing to the global clean and green transition -
Platinum group metals (PGMs) have been the main contributor to a major uplift in...more
Taking ESG matters seriously improves business performance; ESG best practice must become integral to the business and should be a "given" in any mining project.
In November, world leaders, policy makers and climate...more
9/15/2021
/ Energy Sector ,
Environmental Social & Governance (ESG) ,
Financial Services Industry ,
Green Energy ,
Investors ,
Lenders ,
Metals ,
Minerals ,
Mining ,
Net Zero ,
Sustainability ,
Wind Power
Mining companies entered 2020 in good financial shape and have continued to secure finance despite disruption from COVID-19 -
The mining industry has navigated the past nine months in better shape than most sectors, even...more
11/30/2020
/ Capital Markets ,
Coal Industry ,
Coronavirus/COVID-19 ,
EBITDA ,
Economic Development ,
Energy Sector ,
Environmental Social & Governance (ESG) ,
Gold ,
High Yield Bonds ,
Leveraged Loans ,
Liquidity ,
Metals ,
Mineral Exploration ,
Mineral Extraction ,
Mining ,
Rare Earth Metals
The global mining & metals industry began the new decade on a positive note. But as the global economy is struck by the unprecedented force of the coronavirus pandemic, how is the sector positioned for life...more
The global mining & metals sector is facing one of its most challenging transitions yet, as the industry is considering how it can best position itself to regain and maintain stakeholder confidence on ESG matters.
Miners...more
1/15/2020
/ Africa ,
Australia ,
Blockchain ,
Brazil ,
China ,
Climate Change ,
Coal Mines ,
Enforcement Actions ,
Environmental Policies ,
Environmental Social & Governance (ESG) ,
EU ,
Global Economy ,
Global Market ,
Human Rights ,
Industry Consolidation ,
Institutional Investors ,
Metallurgical Coal ,
Metals ,
Mining ,
Natural Resources ,
Paris Agreement ,
Publicly-Traded Companies ,
Rare Earth Metals ,
Shareholder Distributions ,
Sustainability ,
Trade Wars ,
United States ,
Water ,
Workplace Injury ,
Workplace Safety
The market is buzzing with speculation and activity across the battery supply chain -
With the World Economic Forum pegging the global battery market to be worth around US$100 billion by 2025, understanding the emerging...more
11/16/2019
/ Advanced Batteries ,
Batteries ,
Blockchain ,
Business Opportunities ,
Electric Vehicles ,
Energy Storage ,
Lithium Batteries ,
Manufacturers ,
Metals ,
Mining ,
Supply Chain
As corporate responsibility evolves, and the focus on corporate sustainability grows, more businesses in the mining and metals and related sectors are referencing the long-term potential of blockchain technology and platforms...more
10/22/2019
/ Artificial Intelligence ,
Automotive Industry ,
Blockchain ,
Compliance ,
Conflict Mineral Rules ,
Corporate Social Responsibility ,
Disclosure Requirements ,
Due Diligence ,
Environmental Social & Governance (ESG) ,
Extractive Industry Transparency Rule ,
Human Rights ,
Innovative Technology ,
Internet of Things ,
Metals ,
Minerals ,
Mining ,
Popular ,
Supply Chain ,
Sustainability ,
Transparency
Rapid advances in blockchain technology are reinventing the way companies operate and deliver products and services to their clients. These changes are particularly visible in the mining & metals industry, a sector that has...more
6/10/2019
/ Accredited Investors ,
Blockchain ,
Capital Structures ,
Digital Currency ,
Ethereum ,
Financing ,
Initial Coin Offering (ICOs) ,
Investors ,
Metals ,
Mining ,
Mining Royalties ,
Offerings ,
Popular ,
Profit Sharing ,
Regulation D ,
Royalties ,
Securities Tokens ,
Smart Contracts ,
Tokenization ,
Utility Tokens ,
Virtual Currency
The global mining & metals sector spent much of 2018 in the thrall of macro uncertainty and geopolitical tensions. Heading into 2019, what does the underlying picture look like?...more
1/18/2019
/ Acquisitions ,
China ,
Coal Industry ,
Commodities ,
Duties ,
Environmental Policies ,
Exports ,
Global Marketplace ,
Imports ,
Innovative Technology ,
Institutional Investors ,
Mergers ,
Metals ,
Mining ,
Rare Earth Metals ,
Steel Industry ,
Trade Relations ,
Trump Administration