Consolidating the Gold Market

A new theme has emerged in the gold (Au) market: an increase in mergers and acquisitions (M&A) business activities. The hope is that this may derail growing structural issues inherent to the sector which include the following: The industry is...

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The rising demand for gold outstrips supply

The panic around the coronavirus has ignited the demand for gold and the disruption in the global supply chains is making gold harder to get to. Refineries and mines are being shut down, commercial flights are few and far...

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How will Covid-19 travel curfews affect the mining industry?

Covid-19 pandemic travel curfews are impacting mining team’s ability to reach their mines and while this is setting off alarm bells for some economists, there are several outcomes for mining companies and they are not all bad. The shortage of...

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Responsible Sourcing of Artisanal and Small-Scale Mining (ASM)

Artisanal and Small-Scale Mining (ASM) as defined by the OECD Due Diligence Guidelines, is a “formal or informal mining operations with predominantly simplified forms of exploration, extraction, processing and transportation. ASM is normally low capital intensive and uses high...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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Biomining – what kind of future ?

Is biomining the future? As global demand for minerals continues to rise, how can we maximize extraction from deposits with low grades? And is it possible to do so in a way that’s economically viable? Is there a way...

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