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 →
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 →
If you look in the September/October edition of RESOURCESTOCKS magazine you will find a article by myself and good friend Josh Wright of Rowton Ltd, entitled "Mining the Future: A 21st Century Metal". The article reviews how a number of supply, demand and discover factors have to fall in line for paradigmatic change in the scale of a minerals market… Read this post →
