Poor forecasting triggers big writedowns for miners while some get lucky, study shows – by Colin McClelland (Northern Miner – March 15, 2024)

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Tumbling metal prices account for more than half all of impairment charges, declared when fixed assets fall below market values, the study of 105 TSX-listed mining companies found. They incurred $68 billion in charges from 2002 to 2015. Using unfamiliar technology and locating in developing countries also contributed, data show.

Metal price drops accounted for 143 of 268 cases and $25.2 billion in impairment charges, according to the study published last month in Resources Policy, an international journal on mineral rules and economics with editors in the United States, Australia and China. The research appears appropriate at a time when nickel and lithium prices have crashed from 2022 highs as gold has set new records.

“While impairments have been shown to be a common occurrence across mining companies, they also are a major contributor to the industry’s low average returns,” said the authors led by Andrew Gillis of Edmonton-based Aurora Hydrogen.

“The degree of impairments is higher at mines in developing countries and at mines where the geographic location and mining processes are new to the company operating the mine,” said the authors, which included John Steen and W. Scott Dunbar of the Department of Mining Engineering at the University of British Columbia in Vancouver, and Andrew von Nordenflycht of the Beedie School of Business at Simon Fraser University in Burnaby, B.C.

For the rest of this article: https://www.northernminer.com/analysis/poor-forecasting-triggers-big-writedowns-for-miners-while-some-get-lucky-study-shows/1003865004/#:~:text=News%20%E2%96%BA-,Poor%20forecasting%20triggers%20big%20writedowns%20for,some%20get%20lucky%2C%20study%20shows&text=Mining%20companies%20must%20improve%20their,according%20to%20a%20new%20study.