Metals and Mining Thought Leadership: How might demand growth and carbon reshape markets? Report

Insight 18 September 2023

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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?

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)