Trends in Demand for Metals and Mining Products
- Where will this be coming from?
i. ‘New’ demand: e.g. renewable energy, EV batteries, tech
ii. ‘Traditional’ industry - For which metals/minerals?
- Where are the ‘green metals’ found and what type of mines are required
- Metals whose mining is most environmentally damaging to mine and why
- Resource depletion
- Possible alternatives/substitutions for some metals
The Mining Value Chain and Circular Economy
- The mining value chain: Activity and investment
i. Acquisition of exploration rights
ii. Exploration: desk work to diamond drilling to reserve and resource delineation
iii. Mine development
iv. Mining (extraction)
v. Minerals processing
vi. Sale of Commodity
vii. Mine closure - Sustainable and responsible mining
- Circular economy and mining
Impacts and Sustainable Approaches to:
- Exploration
- Mining techniques and metal production
i. Large-scale mining
ii. Artisanal and small-scale mining
iii. Innovation across the mining value chain - GHG emissions and energy consumption: how can they be reduced
- Waste management, tailings, tailings dams; environmental pollution and impact on communities and health
- Water: Managing demand and wastewater, water quality
- Air quality and atmospheric pollution
- Deforestation and biodiversity
- Social impact: Employment and communities
Governance, Law and Regulation
- Overview of laws and regulations:
i. National
ii. Trans-national
iii. Likely changes and challenges ahead - Reporting and certification: Underreported metrics, lack of transparency and consistency on measurement methodologies, greenwashing and green hushing
- Controversies and accidents: impact on reputation
- Corporate governance:
i. minimum requirements
ii. Examples of leading practice
Devising a Sustainable Investment Approach:
- Listed companies: developing rules for inclusion/exclusion, advocacy and engagement
- Junior exploration-mining companies
- New projects/start-ups
- Investing along the mining value chain
- Understanding the risk
- Case Studies:
a. Coal
b. Copper
c. Lithium
d. Cobalt
e. Rare Earth Elements
f. Tin
The Future: Sustainable Growth Opportunities
- Growth strategies
- Mining waste
- Mining companies as material stewards
- Deep-sea mining
- Space mining
- No more mining?