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Identify opportunities and mined materials value chains from exploration and product transformation to end-use consumption.
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Metals reports
Supply side challenges for an electrified world
The buzz around the electrification of transport is intensifying. This transformation– together with the rising use of batteries in energy storage ...
Que River (Closed) zinc mine
Que River originally began mining in 1978 until 1992 but was restarted in 2007 after a 15-year hiatus. The mine was again placed on care and mainte...
Scotia (Gays River) (Closed) zinc mine
The original Scotia Lead/Zinc mine was closed after the dramatic decline in base metals prices during the 2008 global financial crisis. The Scotia ...
Risks to coal markets with escalating tensions in Ukraine
There is a threat of military escalation in Ukraine. Western countries are concerned about the developing situation. This conflict would prompt a W...
The aluminium incentive price – time to take projects off the shelf and blow the dust off
We model generic smelters using a mix of greenfield and brownfield projects. We estimate, based on our Cost Service, their respective capital requi...
Metallurgical coal: Can prices continue to defy the global turmoil?
Metallurgical coal has avoided the worst of the global turmoil in commodity and asset pricing brought on by the Coronavirus. While not immune to th...
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