Where to next – Commodity markets strongly differentiated
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Where to next – Commodity markets strongly differentiated

Filmed at 121 Mining Investment Cape Town - February 2019

byThe Assay
3 years ago
Reading Time: 1 min read
  • Global slowdown trends and rapid adoption of renewables and electric mobility
  • Opportunities per commodity – which do investors need to persue?
  • Implications of gold market bull run – will generalists rotate capital back into mining equiteis?
  • Addressing capital shortfall risks – for brining supply online to meet global demand
  • Views on M&A activity progressing
  • Can we expect liquidity for exploration to return if gold prices remain high

 

Panellists include:
Greg Callaway, Metals & Mining Expert, McKinsey & Company

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