Battery power play: countercyclical opportunities in raw materials
A framework for understanding BRMs and their potential roles in the mining Majors’ portfolios
1 minute read
James Whiteside
Director, Head of Corporate Research - Metals & Mining
James Whiteside
Director, Head of Corporate Research - Metals & Mining
With 15 years of experience in the metals and mining industry, James leads our corperate coverage.
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Johann Schmid
Head of Americas Consulting, Metals & Mining
Johann Schmid
Head of Americas Consulting, Metals & Mining
Johann excels at guiding our consulting team through even the most challenging engagements.
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View Johann Schmid's full profileAs the world shifts to clean energy and electrification, the mining Majors are presented with a unique opportunity.
For decades, the portfolios of these companies have focused on iron ore and coal—commodities that have driven industrial growth.
Now with iron ore demand expected to stagnate and coal to decline, there is a push for diversification into future-facing commodities. Can battery raw materials (BRMs) help the Majors diversify their portfolios, and is now the right moment to act?
Our latest ebook, written by our Metals & Mining consulting team, explores this question in detail. We explore the key topics on investors' minds, including the opportunities BRMs offer around diversification, profitability and strategic value.
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Fill out the form at the top of the page to download your complimentary copy of Battery power play: countercyclical opportunities in raw materials.