The mining industry’s largest players are exploring cross-sector alliances to advance innovation programs and achieve sustainability goals. Matthew Johnson, Lachlan Poustie and Cynthia Urda Kassis ask which key elements...more
We explore how the mining & metals sector is navigating the road to greenhouse gas emissions reduction and what more needs to be done to fulfil the sectors potential to become a beacon in the transition to net-zero....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
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
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
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
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
Russia's actions in Ukraine fueled an unprecedented rally in mineral and metal prices earlier this year, with multiple metals breaking historical records. However, this rally was short-lived. Within six months, metal prices...more
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
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
Investors are returning to mining & metals amid an almost unprecedented rally in the US capital markets that is taking place despite the continued economic challenges related to the COVID-19 pandemic - Those companies that...more
Analysts are predicting the advent of a new commodity super-cycle, powered by the economic recovery and the energy transition narrative. The mining & metals industry may be facing a renewed period of intense resource...more
China's mining sector is taking active measures to pursue industry transition and achieve a low-carbon production plan. China's decarbonization and quest for green metals - China has set a national target to achieve carbon...more