The final presentation I made in 2017 was at Mines and Money in London, and the first on behalf of Richard Schodde and MinEx Consulting. Many of the companies and analysts at the conference were focused on the battery metals industry. In line with this, I was invited to give an overview of the graphite industry, its role in the… Read this post →
Last November, I was honoured to present at the Mines and Money Conference in London. I presented the results of a scenario planning workshop earlier in the year that looked at the role of the minerals industry in the energy transition to renewable sources, which has synced nicely with some previous research on critical metals. The presentation was entitled "The… Read this post →
London's mining scene gathered in force at the Mining Journal's Gold Day. However, we left with concerns about the extent to which gold prices are being supported by investors, and about increasing political risk for gold miners, which is reducing some miners' leverage to the booming gold price. Investor-supported gold Just how much the current high gold price has been… Read this post →
Having cleverly avoided the frigid London winter (only just - the aeroplane had to be de-iced on the runway before take-off) by spending January in Perth, Australia, it’s only fair to share some thoughts on this mining hot spot. In particular, its contrast with London, which seems to be in the grip of a harsh physical and financial winter. Summer… Read this post →
