What's inside this report?
While the sector faces a range of challenges and opportunities, three macro questions are relevant across the portfolio this year.
- Will this be the year that metals has its ‘plastic moment’?
- Will the political ructions that have rumbled across the world settle as domestic agendas take the front seat?
- Will the shifting goalposts of domestic mining and fiscal legislation, along with rising civil challenge, push western investors to prioritise near-term dividends over long-dated cashflows?
Download the complimentary report for more on this. Plus, insight from our expert teams on the year ahead for aluminium, copper, gold, nickel, zinc and lead.
Fill in the form on this page for your copy.
