Insight
Metals and Mining Thought Leadership: How might demand growth and carbon reshape markets?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The energy transition is transforming demand for metals and mined commodities. Expanded supply - including new sources and new technologies - will come at a cost, fundamentally altering the economics of supply. Carbon pricing will also inevitably grow in influence, adding further uncertainty to industry cost structures. How should we think about the impact on cost curves - and therefore prices - in a much larger, carbon adverse future market?
Table of contents
- What does history tell us?
- Carbon regimes are adding to the uncertainty around future costs
Tables and charts
This report includes the following images and tables:
-
Australian metallurgical coal cost curve comparison - 2000 and 2023 (C1 cash, real 2023 terms)Lithium cost curve comparison - 2000 and 2023 (C1 cash, real 2023 terms)Carbon price impact on 90th centile C1 cash costs (2025 costs, Scope 1 and 2, 2050 carbon pricing)
What's included
This report contains:
Other reports you may be interested in
Insight
GPCA 2025: Feedstock economics reshape Middle East petrochemicals
Gas dominates Middle East petchems as feedstock economics reshape regional investment. Recovery expected by 2030 despite current challenges.
$900
Insight
A Bold Leap Forward with Lens Metals & Mining
Dive in to see what sets Lens M&M apart and how it can help you drive strategic decisions.
$1,050
Insight
Corporate resilience to a tariff-induced downturn
Our Corporate and Mining experts discuss the implications of President Trump's tariff policy and the market reaction.
$1,050
