Commodity Trends, Ethical Investment, and Project Opportunities

There's no doubt that gold was the commodity winner in 2019 and that trend does not appear to be abating in 2020.

Why is this relevant to the industry right now?

There’s no doubt that gold was the commodity winner in 2019 and that trend does not appear to be abating in 2020. A rise in gold exploration and development projects – particularly in Victoria and in Australia more broadly, has bolstered the popularity of the yellow metal among investors. However, supply and demand trends indicate there is a continuing and growing demand for other commodities, such as copper, mineral sands, rare earths, battery metals, and steel; Australia and other global mining countries will continue to fuel this demand.

Exploration in the last 12 months has also come back into the spotlight for many mining companies. While this has been a particular focus for the major and the mid-tier miners, the actual capabilities sit with the junior miners and exploration companies. Moreover, an increased interest and frequency of JVs and partnerships are providing larger companies the opportunity to capitalise on these exploration opportunities. This situation is further complemented by the vast number of land releases that governments in both Australia and around the world have put forth.

Considerations around alternative investment models for mining investment are also coming into play. Recent debates around the private equity model and decreased interest from general investors who are flocking to the likes of cryptocurrencies and cannabis are playing a key role in shaping the future of mining investment. As a result, alternate funding models such as royalties and niche mining funds are increasing in popularity.

Topping all of these trends, however, is the growing concerns around ethical investing and Environmental, Social and Governance (ESG) considerations; raising questions from investors and financiers of ‘what does it mean to be an ethical investor?’ and ‘is this sustainable?’.

What will this conference theme cover?

The Commodity trends, ethical investment, and project opportunities sessions will discuss current commodity outlooks including gold, copper, mineral sands and other battery metals. Whilst exploring rising ESG investment considerations and the impact that ethical investing and alternative financing models are having on mining investment. Discussions will also revolve around the growing popularity of M&A, JVs, and partnerships.

Like our global Mines and Money series, this stream will also feature a number of project spotlights, highlighting the profiles of mining and energy companies from around the globe, across the commodity spectrum, and at all stages of the life cycle.

What will they leave having learnt/achieved?

Investors will walk away from these discussions with real insights into commodity trends that can shape their investment strategy. From listening to a range of project spotlights, investors can expect to understand management’s vision for the business, the level of financing required, the upsides as well as the risks involved with the project, along with some of the most compelling reasons to invest.

Miners and explorers will gain insights into investment and financing challenges and opportunities, as well as what they can do to make their projects more attractive to investors.

Who is this relevant for?

  • Investors, financiers, and commodity and mining analysts
  • Investor relations, company secretaries and C-level executives from exploration, junior and mid-tier mining companies
  • Strategy, corporate and business development, and C-level executives from major mining companies
  • JV, M&A and partnerships executives from exploration and mining companies
  • Professional and advisory services executives
  • Legal and risk advisors, and consultants in the ESG, M&A and finance space
  • Government trade and investment bodies