16 Nov Analysing the true impacts of megatrends on metals and mining investing
- Metals prices are in a structural bull cycle, yet capital expenditure in the sector is lower relative to previous bull markets – What do leading fund managers see as the biggest risks to mining projects this decade: earning social license to operate; extraordinary supply chain challenges unfolding; ESG pressure within the supply chain; inflation and cost waves; capital discipline over long term growth?
- The strategic importance of metals for the energy transition is recognized. How do investors see mining companies becoming more relevant for thematic and ESG funds?
- Disruption risk to Russian commodity flows
- Discuss the importance of due diligence over financial and ethical risks when investing into US mining projects
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