The investment trend of global strategic mineral exploration and its enlightenment to China
This paper examines the trend of global mineral exploration investment since 2000,considering the global,national,and mineral species levels,and explores the factors influencing this trend.From 2000 to 2012,the increase in global mineral exploration investment was primarily driven by resource demand,with financial fac-tors playing a supporting role.This growth was mainly seen in bulk minerals and precious metals.From 2020 to 2022,financial factors are expected to drive up mineral product prices and stimulate the exploration market to some extent.The growth in investment for mineral resources exploration during this period will mainly focus on ensuring the security of developed countries' supply chains,particularly strategic minerals.The exploration invest-ment of major mining companies is highly sensitive to the price of mineral products.In addition to price factors,these companies are also influenced by the global demand cycle for mineral resources.Since the outbreak of the epidemic,developed countries have increased their investment in exploring strategic mineral resources such as cop-per,lithium,cobalt,nickel,molybdenum,and rare earth elements.In the future,large copper mining companies will further strengthen their control over global resources,and there will be a certain capacity release for cobalt and lithium.However,large mining companies have not yet deeply engaged in strategic emerging minerals like lithium and cobalt.Chinese mining companies can monitor the exploration results of major mining companies and seize opportunities for investment through mergers and acquisitions..
mineral explorationstrategic mineralsCOVID-19mining finance
NETL
NSTL
万方数据
