At 121 Mining Investment Sydney, Matt Fifield begins his talk on geopolitics, ESG, and the investment industry by setting the scene and sharing about different investment strategies. He covers the broad structural themes impacting the mining and investment industries today including supply deficits, labour shortages, and higher commodity prices overall. Matt also looks at more temporal themes such as the Russia/Ukraine conflict, high global energy prices, rising interest rates impacting the industry, and more. He also touches on the key opportunities in this space.
Matt then focuses in on the evolving roles of OEMs and partnerships forming for raw materials supply and the role of governments in the financing of key energy transition projects. Here he brings in the focus on ESG for both investors and corporates. He notes the importance of ESG disclosure and shares some interesting notes on nature-positive mining.
Matt Fifield, Managing Partner, Pacific Road Capital