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
Table of contents
- What does history tell us?
- Carbon regimes are adding to the uncertainty around future costs
Tables and charts
This report includes 3 images and tables including:
- 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:
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