Goldman Sachs predicts "structural bull market" for commodities similar to 2000s as rising demand, green energy investment combine with chronic undersupply.
The Australian Critical Minerals Prospectus states that the country has a commercial opportunity to build competitive critical minerals export markets.
Karen Wood, chair of the board, told McKinsey the covid-19 pandemic has led broader industry to become more focused on the importance of the social element.
Cobalt prices are up 30% this year and nickel has rebounded from its pandemic lows, powering the MINING.COM EV Metal Index to $1.2 billion so far this year.
The Canadian miner is accelerating its drilling agenda to take advantage of the current attention to manganese as a cathode component in battery chemistry.