This week's Strictly Boardroom article draws from a recent scenario planning workshop (part of my PhD research), with colleagues at the Centre for Exploration Targeting looking at the future of minerals exploration. The team consisted of Prof. Allan Trench, Prof. Campbell McCuaig and PhD students: Jon Bell, Jeremie Giraud, Constanza Jara, Ahmad Saleem, Dave Stevenson and Jan Tunjic. The team… Read this post →
It has been hard not to notice the recent furore over “rare earth elements”. China provides over 90% of the mined supply of these elements, and for some elements, all of the world’s supply. This has worried governments and consumers in North America, Europe and non-Chinese Asia. A scramble to develop rare earth mines outside China has begun and miners,… Read this post →
In a recent in depth article we discussed “What’s hot, what’s not and why” in the commodities world, based on a presentation by CRU Group at the ITRI International Tin Conference last month. Looking at the medium term prospects for a number of commodities, the article concluded that for a commodity to be “hot” with strong positive price fundamentals it… Read this post →
