By relooking @their site, after longer time ago,
just seen these thematic Presentation.
The current investment landscape for mining, exploration & mineral sands
http://www.minexconsulting.com/publ... Overview - Mineral Sands Conf March 2018.pdf
Notes 1 Download Presentation[5.0 MB]
Download Extended Notes[0.1 MB]This presentation assesses three broad, global trends and their high-level impact on mining and exploration, with some further specific thoughts on mineral sands. These three trends are: In detail:
- Globalisation and sustainable development
- The 'tech boom' and disruptive innovation
- Climate change and the energy transition
Globalisation and sustainable developmentThe 'tech boom' and disruptive innovation
- Over the longer term, as society grows wealthier, the public's desire for sustainable development and a more habitable environment seems only likely to increase. The minerals industry will have to rise to this challenge.
- Given that mineral sand deposits are surficial, exploration and extraction at depth and 'under cover' are less viable options. Thus mineral sands miners are forced more than other miners to move 'abroad' making social licence to operate a far more important issue.
Climate change and the energy transition
- Historically the mining industry is a slow and cautious innovator.
- The incremental improvements from technology that are likely to impact the mining sector are well-known – big data, automation, remote operation, drones, etc.
- With regard to major advancements, it is less clear where the more radical innovations will come from. Notwithstanding this, four possible sources of new ideas include biotechnology, digital technology, nanotechnology and brain science.
- Whilst the minerals sands sector (titanium and zirconium) does not appear exposed to the demand changes that are affecting the likes of lithium, cobalt and graphite; it will be impacted by the renewable energy transition on the supply side.
- One potential game-changer for the mineral sand industry would be a new way of making low cost titanium metal. This would open up new markets in high-strength / low-weight applications in transport.
http://www.minexconsulting.com/publ...nded notes for MS Conference - March 2018.pdf
http://www.minexconsulting.com/publications/mar2018.html
Disclosure: Thunderbird looks pretty interesting to me,
they "could get one of the new leaders", in their field, to my impression,
but no Exposure to them.
GLTAL
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