Trade wars and resource nationalism: threats and opportunities for the mining investor Currencies and commodity prices - Examining the outlook for inflation and interest rates and the impact on metals...
Where next for the gold price and underlying gold mining equities? Return cash to investors or invest in growth? How can miners attract new shareholders while avoiding a future supply-side...
Where next for China’s outbound dealflow - accelerating or slowing? From gold to technology metals: Investment preferences of China’s leading outbound mining investors How China’s drive for lower emissions is...
Update on the launch and uptake of new EVs - When will EVs and ICEs reach price parity? To what extent has the US-China trade war intensified competition to secure...
Deal activity, valuations and capital raises: What current market metrics tell us about where we are in the mining investment cycle Trade war: Impact on metals demand and investment flows...
How are alternative finance providers seizing an opportunity in complex markets to feed much needed capital into the industry? Streaming royalties, specialist private equity funds, off-takers; how can companies go...
Battery materials are now as strategic as oil, essential to the energy and mobility transition – how are specialist funds and capital providers responding to this? Security of supply to...
Recent developments in energy and metals markets Horizon for supply deficite Demand forecast for cleaner raw materials over the next decade Caspar Rawles, Senior Analyst, Benchmark Mineral Intelligence ...
Making sense of the pysical and financial markets today What lies ahead for commodities – Demand outlook and supply gaps Update on China – growth, outward investment and policy driven...
Investor outlook on gold markets at the close of a turbulent year in geopolitics Where are we in the central banking cycle and how is this influencing gold markets? Are...
