Portfolio strategies to capitalise on the next phase of growth in junior mining

Why is the journey through exploration stage becoming more difficult? Resource replacement needs – How significant is the global resource gap between current mined ounces and new ounces coming online? Where are the new projects coming from and who is...

Key drivers for investment from African focused funds and investors looking at African projects Good ESG principles are fundamental to successful mines – but how are investors and corporates improving their dialogue to maintain a license to operate? Factoring above...

Interpreting the sector at present: How are natural resource fund managers evaluating sector risks and identifying successful companies? Perspectives on the geopolitical themes shaping the year ahead: US-China trade war; strategic minerals disputes; commodity prices How important is China’s economic...

Update on Sino-US trade war dissruptions on metals markets Environmental inspections on domestic mine output NEV industry switch from policy to market-led Chinese dominance of strategic metals – does it present some opportunities? Update on Australia-US collaboration creating alternative supply...