Earlier in the year, I presented an abstract at the World Renewable Energy Congress, here in Perth. It was a different audience to my usual mining crowd, but nonetheless I think the presentation was of interest and seemed to generate more than a few questions. The presentation was entitled "The energy transition: A mining and exploration industry perspective". It covered… Read this post →
I am scheduled to present at the Third International AusIMM Future Mining Conference between 4-6th November in Sydney. I will present a paper entitled: "An Assessment of the Potential for Transformational Market Growth amongst the Critical Metals" on behalf of the co-authors: Josh Wright, Allan Trench and Paul Miller. The abstract for the presentation is: "A ‘critical metal’ is one that… 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 →
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 →
