Join me for a conversation with Simon Moores, an analyst at Benchmark Mineral Intelligence, a London-based consulting and research firm focusing on niche critical and industrial minerals and metals.
While companies face different outlooks and challenges depending on the commodity they mine and their size, Deloitte says they should all should be looking for the answer to one common question — “Going forward, where should we play and how can we win?"
Minerals and metals prices are rising, investor confidence in the majors is returning, and those majors are keen to restock depleting minable reserves.
The country, however, was 100% import reliant on 20 mineral commodities, including rare earths, manganese and niobium, which are among a suite of materials often designated as “critical” or “strategic.”