How do you build an economy based on mineral resources? Allan Trench and I tried to answer this last week in our Strictly Boardroom column on MiningNewspremium.net. We came up with a seven-step framework: Identify the endowment, i.e. make a decent estimate of what the undiscovered mineral potential is. Make new discoveries, i.e. incentivise exploration so that more mineral discoveries… Read this post →
Last year I presented a keynote at the Argus Media-Metal Pages China Metals Week in Guangzhou, entitled "Which markets are the future stars of the 'critical metals' industry?" The presentation looks at which of the critical metals, those defined as small important metal markets with supply constraints, have the potential to outgrow their current constraints and become large, industrial metals… Read this post →
A few months ago my PhD supervisor, Allan Trench, presented a paper co-authored with myself and a colleague at CRU Group, Paul Robinson, to the AusIMM New Zealand Branch Annual Conference. Allan's presentation focused on CRU commodity price forecasts, however, the paper we submitted alongside also looked at some of the problems of commodity price forecasting and ways it can be… Read this post →
Yesterday, a co-authored article I did with Allan Trench for his Strictly Boardroom column was published on MiningNewsPremium.net, entitled "Beyond China - why some commodities are profitable (and others not)". The article is available to subscribers of MiningNewsPremium.net. The article is a reminder to industry strategists and mineral economists that there are more ways to profit in the mining industry than high… Read this post →
