Department for Energy and Mining, South Australia’s Post

Crucial information for #mining companies interested in the most attractive global destination for #investment in the sector. Reach out for a discussion if you are interested . #Investment #CriticalMinerals #NetZero #Australia

If you are a North American investor 🇺🇸 🇨🇦, this update will interest you. 🇦🇺 Australia continues to be the most attractive region globally for mining #investment. 📈🔋 💡 Eligible projects may be able to obtain finance from multiple government agencies, including the Clean Energy Finance Corporation . Download the Australian Critical Minerals Prospectus — updated with 52 advanced critical minerals projects — including geological, technical and financial data for investors, to learn more: https://ow.ly/LvpP50R757h #NetZero #CleanEnergy #Mining

Aligned pay-for-performance post #5: The Value Team: Mining Exploration and Development $200mm to $2b   This is our second mining sector report, where we highlight Metals and Mining exploration and development companies that have generated the highest shareholder value relative to CEO compensation. As these are non-revenue producing companies, our financial metrics have been pared down to include value creation, TSR and dilution. For this group of companies, the average CEO compensation $1,003,941. Interested in learning more? We have historical compensation and financial performance data for every public company in North America and we can create a customized report for your specific needs. You can access the full report on our website Reports — Aligned Compensation Inc. Enjoy!   American Lithium Corp. Canada Nickel Company Amerigo Resources (TSX: ARG) (OTCQX: ARREF) Colonial Coal International Corp (CAD) Desert Mountain Energy Corp Discovery Silver Corp. TSX:DSV, OTCQX:DSVSF Dolly Varden Silver Corp. Eloro Resources Ltd Entree Resources Ltd Frontier Lithium Gabriel Resources GoldMining Inc. (TSX: GOLD) (NYSE: GLDG) NextSource Materials Inc. NioCorp Developments Patriot Battery Metals Rupert Resources Talon Metals Corp. Tudor Gold Corp. Western Copper and Gold

Australia's #coppermining industry is on the brink of a transformative era, driven by an unprecedented surge in global demand. As the world pivots towards #RenewableEnergy and electric vehicles, the need for copper is set to skyrocket, with projections indicating a 40% increase in demand by 2040. This presents a unique opportunity for Australian producers to leverage their high-quality resources and established #mining infrastructure. However, the path forward is fraught with challenges, including rising production costs, limited refining capacity and increasing competition from lower-cost producers. To navigate these complexities, industry leaders must adopt innovative strategies that prioritise sustainability and operational excellence. 📄 Access the full research & understand how to Maximise Gains in Australia’s Copper Mining Sector https://lnkd.in/dWnaiSYS

Build the Market, Not the Mine: How Governments Can Better Support Private Sector Capital to Achieve Critical Mineral Security Western governments are increasingly intervening in critical mineral commodity marketplaces in an effort to achieve strategic energy transition and supply chain diversification objectives. Current initiatives are often focused on advancing #mining projects through direct government investment including grants, loans, and loan guarantees to build new mines. While this approach is helpful, additional policies are needed to incentivize private sector investment which is essential in fully funding new mine development. Western governments, in collaboration with private capital, should strategically select mining projects to support and underwrite the commodity price risk. This approach, for those select mining investments, can help minimize price volatility. This would incentivize the mining industry and private capital to invest with more predictability, fostering the long-term supply growth needed to attain national security and #energytransition objectives. ➡Read more from my recent article:

💰 Increased Financing for Gold Exploration Signals Optimism in the Mining Industry October 2024 was a landmark month for gold exploration financing, with funds raised by junior and intermediate mining companies surging nearly 4x to $1.61 billion—the highest level since March 2022. 🏆 🚀 Key Highlights: Gold leads the charge: Financing for gold projects skyrocketed by 412%, reaching an impressive $1.02 billion. Global momentum: This surge reflects renewed confidence in the sector, driven by strong gold prices and heightened investor interest in exploration and development projects. 🔍 Why it matters: This boost in funding underscores the mining sector's resilience and the critical role gold plays as a hedge against economic uncertainty. More financing means more exploration, new discoveries, and potential growth opportunities across the industry. 🌟 As the demand for precious metals grows, the future looks brighter than ever for gold mining and exploration companies. 🤝 At Scandinavian Alliance, we specialize in connecting companies with our robust base of institutional and retail investors across Scandinavia.  #GoldExploration #MiningNews #PreciousMetals #Investing #Gold #MiningIndustry #ScandinavianInvestors #MarketTrends

We are seeing substantial government support for ensuring supplies of critical minerals. Yet, the form of that support is varied and often not the most efficient, especially from a taxpayer's perspective. In this article, James provides some "outside the box" ideas on how governments might be more effective and efficient in supporting vital critical minerals projects. It is an important topic if we want to see meaningful support in building domestic critical minerals supply chains.

Australia is well endowed with critical minerals essential for a low carbon economy. However, the PwC analysis shows that less than a fifth of the country’s current critical minerals projects are considered investable. There is an opportunity to generate $171bn in gross domestic product (GDP) and create almost 330,000 jobs by 2040, if we make critical choices to align our policy settings to market needs. Read Aussie Mine 2024: Critical alignment : https://bit.ly/3UOmCpE #australianmining #mining #criticalminerals

Whilst there are many so called “experts” out there signalling alarm bells in the copper supply side, in my opinion, CRU has always produced reliable, consistent data without fanfare or blowing anything out of proportion. When you see the data presented like this, it should ring alarm bells, not only for how low the copper price is (which deters companies from investing in production) but also that the envisaged demand requirement over the next few years for copper is never going to be met and in fact is looking worse than a couple of years ago. With Governments like the UK expected to dial back net zero to 2030 again, it is difficult to see how this supply-demand equation will allow net zero to be achieved. Copper price need to be well above $11,000/t and stable to allow the sort of investment required to bring mines back into production. They always say trust the numbers, well in this case I trust the numbers and they aren’t giving me a wholesome feeling that these targets are going to be achieved.

To summarise, moving from discovery to production is difficult, but staying in production can be even harder. Only a few companies globally manage to achieve this through economic cycles. As we move into 2030, the question is: will we see higher prices or reduced demand?