Aligned Compensation Inc.’s Post

PwC | 18th edition of Aussie Mine: Critical choices. Aussie Mine provides industry and financial analysis on Australia’s mid-tier 50 mining companies (MT50), highlighting the opportunities and challenges ahead. The list of companies in this year’s MT50 is on page 25 and 26. Australia has the chance to generate more than $170bn in gross domestic product (GDP) and create almost 330,000 jobs by 2040 if it capitalises on its first-class endowment of critical minerals and other energy transition minerals. #criticalminerals #miningaustralia #energytransition #australia

PwC | 18th edition of Aussie Mine: Critical choices. Aussie Mine provides industry and financial analysis on Australia’s mid-tier 50 mining companies (MT50), highlighting the opportunities and challenges ahead. The list of companies in this year’s MT50 is on page 25 and 26. Australia has the chance to generate more than $170bn in gross domestic product (GDP) and create almost 330,000 jobs by 2040 if it capitalises on its first-class endowment of critical minerals and other energy transition minerals. #criticalminerals #miningaustralia #energytransition #australia

The first half of 2024 has been a particularly dynamic period for capital raisings in the mining sector. Costmine tracked the top 10 largest deals from January to July, revealing a strong focus on copper exploration and development. These deals, primarily centered in Canada and Australia, also highlight strategic efforts to strengthen working capital and reduce debt. The scale and scope of these investments reflect growing confidence in the sector's long-term potential. As demand for critical minerals continues to rise, the capital raised during this period is poised to drive innovation and sustainability across the industry. For a deeper dive into the data and analysis, explore our latest insight: https://lnkd.in/dBT9W96C Hudbay Minerals Inc. Capstone Copper Western Copper and Gold Solaris Resources Inc. Hot Chili Ltd IR (ASX/TSXV: HCH) (OTCQX: HHLKF) Faraday Copper Corp. Adventus Mining Corporation Collective Mining Rex Minerals Ltd (ASX:RXM) #Mining #CapitalRaisings #CopperExploration #MiningSector #CriticalMinerals #Investment #Sustainability #CanadaMining #AustraliaMining #Costmine

To summarise, moving from discovery to production is difficult, but staying in production can be even harder. Only a few companies globally manage to achieve this through economic cycles. As we move into 2030, the question is: will we see higher prices or reduced demand?

Coronado Global Resources (ASX: CRN), a respected leader in the steel and mining sectors, recently marked a significant presence at the Noosa Mining Investor Conference, an event organised by Phil Dickinson, Amy Dickinson, and Des Hall. The company's engagement at the conference was a testament to its influential role in the metallurgical coal and steel production industries. Strategically positioned in Queensland’s Bowen Basin, Coronado's Curragh Mine complex stands as a key operation in one of Australia’s foremost metallurgical coal regions. Their approach in mining exemplifies a synergy of advanced technological application and a rigorous commitment to environmental sustainability. In its role as an industry trailblazer, Coronado Global Resources Inc. consistently pioneers new standards in operational efficiency and ecological responsibility. The company’s initiatives, under the leadership of its CEO, Douglas Thompson, are not just driving the evolution of the steel and mining sectors but are also making substantial contributions to the global industrial landscape. #CoronadoSteelResources #NoosaMiningConference #SharesInValue

Whilst there are many so called “experts” out there signalling alarm bells in the copper supply side, in my opinion, CRU has always produced reliable, consistent data without fanfare or blowing anything out of proportion. When you see the data presented like this, it should ring alarm bells, not only for how low the copper price is (which deters companies from investing in production) but also that the envisaged demand requirement over the next few years for copper is never going to be met and in fact is looking worse than a couple of years ago. With Governments like the UK expected to dial back net zero to 2030 again, it is difficult to see how this supply-demand equation will allow net zero to be achieved. Copper price need to be well above $11,000/t and stable to allow the sort of investment required to bring mines back into production. They always say trust the numbers, well in this case I trust the numbers and they aren’t giving me a wholesome feeling that these targets are going to be achieved.

Check out Erik Heimlich's analysis of the challenges facing the copper mining industry as global demand rises along with insights drawn from over 280 mining projects. Read more ⬇️

As the global energy transition accelerates, the demand for copper is revealing 'flaws' in the mining project pipeline. The challenge of bringing new copper mines online is a complex but critical task. At CRU, we understand the importance of quantifying this challenge to ensure a stable copper supply for the future. Leveraging our extensive database, we’re able to draw comparisons between the potential production forecasted from copper mining projects and actual production figures. Our analysis encompasses over 280 mining projects, both greenfield and brownfield, commissioned over the past 14 years since 2010. The chart below serves as a stark illustration, highlighting the fate of ‘possible’ projects (less advanced projects) in the old 2010 pipeline. It reflects a sobering reality: many projects fail to advance due to various factors, including economic viability, regulatory hurdles, and market conditions. #CopperMining #EnergyTransition #CRUInsights #MiningProjects #MarketAnalysis

Minexx Provides ☑️ Mining Expertise Mine financing, mine investment, mineral governance, geology and mine engineering. ☑️ Responsible Aggregation Buying center setup, refining, buying protocols, sourcing, assaying. ⠀ ⠀ Learn more🌐 https://buff.ly/3sUv6jY ⠀ #minexx #criticalminerals #sustainablemining #environmentalimpact #naturalresources #sustainability

➡ Globe Metals & Mining Limited (ASX: GBE)is on the brink of a significant milestone. The company, which has been in operation for 19 years, is poised to become the first niobium mine to commence production in the last 50 years. 🌍 This consideration is particularly noteworthy given that a recent S&P Global report indicates the global average time to build a mine has increased to nearly 16 years, assuming low energy and interest costs. ▶ The company is now in 🔅 pre-development 🔅 and has successfully navigated the complex and lengthy process, positioning itself as a leader in the niobium mining industry. Capital funding requirements for Phase 1 project development have been finalized at US$46 million, inclusive of a 25% project contingency allocation. The Phase 1 project development plan is confirmed with a clear path to project construction. To support the project and minimize shareholder dilution, the company has formulated a funding strategy consisting of: 💵 Equity-related funding: Strategic equity funders will contribute approximately US$8 million. 💵Project debt: Approximately US$15 million will be secured through project debt. 💵Convertible instruments: These will total approximately US$9 million. 💵Offtake pre-financing: This will amount to approximately US$14 million. This strategic approach ensures the necessary capital is in place to advance the project while safeguarding shareholder interests. #GlobeMetals #NiobiumMining #MiningIndustry #ASXGBE #ProjectMilestone #MiningInvestment #MineralProduction #MiningDevelopment #StrategicFunding #EquityFunding #ProjectDebt #ConvertibleInstruments #OfftakePreFinancing #MiningProjects #MineralExploration #MiningNews #Niobium #ResourceDevelopment #MiningFinance #ShareholderValue Globe Metals & Mining Ltd- Niobium