Earlier in the year, I was privileged to collaborate with Chris Gemell (Wood Mackenzie) and Allan Trench (The University of Western Australia) on a paper and presentation discussing previous research for the International Mining for Development Centre (IM4DC) into the fiscal attractiveness of various African and South American countries for gold mining investment. The paper was entitled "Is Perception Reality?… Read this post →
Last year I helped contribute to some research for the International Mining for Development Centre (IM4DC) on "Evaluating the Attractiveness of Fiscal Regimes for New Gold Developments: African and South American Peer Country Comparisons" with Allan Trench (The University of Western Australia), Chris Gemell (Red Onyx Consulting), Michael Curtis (RISC) and Tony Venables (Independent Geologist). Particular credit goes to Chris… Read this post →
Behre Dolbear's ‘2010 Ranking of Countries for Mining Investment’ ranks 25 countries with major mining exploration and operations on seven criteria that focus on “political risk”. Seven criteria look at the country’s economic and political system, the degree to which social issues affect mining, delays in obtaining permits, corruption, the stability of the local currency and the tax regime. For… 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 →
At the recent ITRI International Tin Conference, metals and mining consultancy CRU Group presented an update of its "Commodity Price Climate Change" forecast. This has nothing to do with which commodities would benefit from an anthropogenically warmed planet (we'll cover that another day), but is a way of summarising their views of whether commodity price outlooks will be “hot”, “warm”,… Read this post →
