PGM Value Drivers – is Norilsk Key?

PGM Value Drivers – is Norilsk Key?

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

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.

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

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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