Raising capital now biggest risk to mining companies after ESG
The massive capital outlays required by the green energy transition have become a top mining boardroom agenda item, says new survey.
Frik Els , Editor
Frik has 20 years’ experience as a business journalist across a range of industries including automotive, technology and entertainment markets. Frik has an entry in Global Mining Observer’s Who’s Who of Mining 2018, and contributions to publications and conferences including Business Insider, Investing.com, Mines & Money London and New York, Vancouver Resources Investment, Progressive Mine Forum in Toronto and Canadian Mining Symposium in London, UK. He’s been interviewed on CBC Radio and Korea State TV and quoted in the Financial Post.
Posts by Frik Els:
IRA, EGD and now the EU move on China EVs – governments are showering mining with money
When the EU closes its EV market to China, it would open up a direct route and likely premium pricing for lithium, nickel, cobalt miners now supplying China.
Uranium price makes fresh decade high as forecasts grow (even) rosier
Uranium price tops $60 a pound first time since 2011 as World Nuclear Association predicts installed capacity to expand 70% by 2040 amid small modular reactor construction boom.
Lithium revival a dead cat bounce as prices slump to 20-month low
Sales-weighted worldwide prices for lithium the lowest since December 2021 as weakness in China is exported elsewhere.
Mining is growing rapidly – so are investor-state disputes
New study shows dramatic increase in investor-state disputes and 80% of miners and counsel involved in arbitration expect greater government intervention over the next year.
Over 20m tonnes of copper demand could be destroyed through 2030
New research lays out scope of substitution and thrifting of copper as automakers and other manufacturers find ways to head off a supply crunch.
CHARTS: Value of world’s 50 biggest mining companies slump $356bn from post-pandemic peak
MINING.COM’s ranking of world’s biggest miners welcomes the first Indonesian company to the top tier and Perth as the city hosting the greatest number on the list.
Kicking tires: It’s time to talk about mining’s overlooked ESG problem
There are millions of end-of-life tires buried or piled high at mines around the world. A unique Canada-Japan joint venture is tackling this problem head-on in the heart of global copper mining.
The global lithium rush is only at the beginning
Interview with Gene Morgan, CEO of brinefield services company Zelandez on the outlook for lithium prices, Chile nationalisation, Bolivia's prospects and impact of US IRA act.
Australia forecasts brutal lithium price correction as output surges
Top producer of battery metal Australia sees spodumene prices holding up in 2023 but next year declines of nearly 40% are likely.
Top 50 mining companies power through Iran war – up $250 billion in 2026
The world’s 50 biggest mining stocks shrug off global turmoil hitting a combined $2.4 trillion value in Q1, but the tide did not lift all boats.