Clareo’s Post

“Carbon is king when it comes to ESG. However, in mining, carbon might be more of a distraction than a centerpiece.” Provoking thoughts from Wiles Kase in an op-ed for Mining Magazine last year - and more relevant today than ever. #Sustainability KPIs that link to #water and waste have a real-time impact on stakeholders, and these can’t be overlooked in the pursuit of #sociallicense. Miners need to address more than just carbon in sustainability-linked loans (SLLs), particularly as these become more common in the context of the energy transition. Read more here: 

https://lnkd.in/g7vjYSYh Excited to share an op-ed I wrote in Mining Magazine about sustainability-linked loans (SLLs) in the mining sector. Advocating for miners to strike a better balance between carbon and more local elements of ESG (water, community prosperity, pollution, and so on) when structuring SLLs. Somewhat counterintuitive—this is critical for the energy transition, as I tease out in the piece, even if appears to divert attention from mining’s carbon initiatives. Banks that lend to miners might even manage their SLL exposure across distinct portfolios focused on global vs local sustainability.

A New Era for Mining Investments is Here! With $15 trillion of investor backing, it’s clear that the mining sector is at the forefront of the green transition. I couldn’t agree more with the report’s key message—investors must adopt a more engaged approach to mining. This is exactly the direction Antonio Treminio is taking with his copper project, focused on both sustainability and high-value returns. For those looking to be part of the next big copper venture, Antonio’s project offers a shovel-ready opportunity with immense potential. Investors can play a critical role in reshaping the industry, ensuring environmentally and socially responsible growth while meeting rising mineral demands. #SustainableMining #GreenTransition #CopperLeadership #Investing #AntonioTreminio

The mining sector, essential for global development, faces complex legal, environmental, and funding challenges. Webber Wentzel partners Rashaad Carrim and Shirleen Ritchie highlight the industry's shift from traditional capital investments to innovative funding sources like royalty arrangements and streaming. These newer options offer mining companies flexibility and balance sheet optimisation, crucial for sustaining operations amidst decreasing investor interest in fossil fuel-linked sectors. Click here to read more | https://lnkd.in/dsMz-xYg #MiningIndustry #MiningChallenges #LegalChallenges #EnvironmentalChallenges #FundingChallenges #WebberWentzel #MI24 #InnovativeFunding #RoyaltyArrangements #Streaming #SustainableOperations #FossilFuels #YourAfricaLegal

The mining sector, essential for global development, faces complex legal, environmental, and funding challenges. Webber Wentzel partners Rashaad Carrim and Shirleen Ritchie highlight the industry's shift from traditional capital investments to innovative funding sources like royalty arrangements and streaming. #yourafricalegal #africalegallearn #GCForumMI24

The growing focus on ESG factors in mining investment decisions reflects the increasing awareness of the need for sustainable and responsible mining practices. Integrating ESG considerations helps mitigate risks, enhances a company's reputation, and can lead to more reliable long-term returns for investors. #mining #governance #environment #socialimpact #esg

Green energy transition is threatened by a lack of mining investment. This article provides some good facts and thoughts why mining investment delivers great returns for both your portfolio an the climate - some highlights of the article: ⚒️ "The demand for metals and materials is poised to surpass all prior estimates" ⚒️ "BHP, Rio Tinto, Glencore, Anglo American and Vale have an average price to forward earnings ratio of 8.5 times versus 18.5 for the S&P 500" ⚒️ " Many investors are still wary of the sector because of its inherently cyclical nature and since the industry squandered billions of dollars on ambitious projects [...] during the 2000s. [...] After [...] the sector’s chief executives have focused on discipline." The article might be behind a paywall (FT seems to toggle this)

The pressure is on for mining companies to balance growth, risk, and sustainability while meeting investor expectations. Learn how aligning with ESG criteria not only secures competitive financing but also enhances project performance and elevates shareholder value. Read more: https://ow.ly/HwfX50R1RFu #ESG #Sustainability #Copper

The pressure is on for mining companies to balance growth, risk, and sustainability while meeting investor expectations. Learn how aligning with ESG criteria not only secures competitive financing but also enhances project performance and elevates shareholder value. Read more: https://ow.ly/13ne50RhPax #ESG #Sustainability #Copper

Despite the absence of market-driven premiums, "greener" #copper projects benefit from competitive financing terms, leading to improved equity performance. Learn how prioritising #ESG compliance can enhance competitiveness, deliver greater value to investors, and shape the future of sustainable mining practices: https://ow.ly/Jj8L50R6m42 #Sustainability