查看更多>>摘要:Sociedad Quimica y Minera de Chile (SQM) has been a leading lithium, potassium, nitrates and iodine producer for decades from its brine operations in the Atacama Salar in northern Chile. The company also diversified into spodumene lithium production in Western Australia as global demand for lithium-ion batteries began to soar. Lithium is a chemical at the heart of the energy transition and the migration towards battery-powered vehicles.
查看更多>>摘要:Gold Royalty, under the leadership of former Goldcorp head David Garo-falo, has brought some dynamism to the royalty space, having completed several consolidation acquisitions in 2021 and rounding the year off with an unsolicited, all share hostile bid for Elemental Royalties. At the time the bid was made, Gold Royalty offered 0.27 shares of Gold Royalty for each Elemental share.
查看更多>>摘要:Lithium Australia is challenging inves-tors to make a choice between two extremes. Is the company uniquely positioned at the forefront of global energy-storage solutions or is it a cumbersome mix of strategic fads doomed to disappoint? Company chief executive Adrian Griffin is asking investors to believe that "Lithium Australia leads the world in securing an ethical, secure and sustainable battery industry".
查看更多>>摘要:Trying to guess M&A targets that BHP is putting a rule over is a bit of a game in London, but the name that keeps coming up isn't Glencore or Freeport McMoran, it's Robert Friedland, and his suite of high-grade assets in Africa, particularly in the Democratic Republic of the Congo and Guinea. The Australian company's interest in Friedland's DRC business predates the disclosure a couple of weeks back that BHP is on the hunt for some big M&A.
查看更多>>摘要:There's never one cockroach in the kitchen, advice that goes far beyond cooking as investors in Australian gold-mining are discovering to their cost. Geopacific Resources is the latest example of a common problem, forced last week to mothball its partly built Woodlark project thanks to an explosion in costs for everything from equipment to fuel and labour.
查看更多>>摘要:Freed of its ill-conceived, expensive and restrictive dual-listed structure, and armed with up to US$41 billion in firepower, BHP Group is poised to grow, what could possibly go wrong? The easy answer is lots, because that's what has happened in the past when the world's biggest mining company had found itself in peak condition followed by most of its worst investments such as shale oil and gas in the US.
查看更多>>摘要:At first glance, it looks as if we are heading into a blizzard of strike action by mineworkers from Australia to Peru. With metals prices robust at a time when the cost of living is skyrocketing around the globe, it would come as no surprise if employees sought to plug holes in family budgets by seeking substantive wage hikes.
查看更多>>摘要:The latest Mining Journal World Risk Re-port (feat. MineHutte ratings) provides thousands more data points for an industry seemingly content to ignore evidence of large disparities in jurisdictional risks. A former executive of Mount Isa Mines was known for his uncompromising rule that the solution to any problem was "more tonnes up the shaft".
查看更多>>摘要:Burkina Faso has been rocked by a military coup, but miners with operations in the landlocked West African country - such as Endeavour Mining, lamgold, Fortuna Silver, West African Resources and Red Rock Resources - have assured investors their operations haven't been affected.
查看更多>>摘要:Losing Jadar to a bout of Serbian re-sources nationalism has not dimmed Rio Tinto's lithium ambitions, nor has it ended the potential future development of what could still become Europe's biggest source of the key battery metal. Well before the Serbian Prime Minister, Ana Brnabic, last week annulled RioTinto's rights to invest US$2.4 billion in a mine producing 58,000 tonnes of lithium carbonate a year, the company was hatching a fallback plan.