Julian Kettle is Vice Chairman, Metals & Mining at Wood Mackenzie.
The time is right for the mining industry to invest in new projects. The fundamentals are clear: we forecast supply gaps across a number of key commodities by 2028.
Investors are understandably concerned that the mining industry will repeat the sins of the past. Meanwhile, macro-economic uncertainty is putting the brakes on project development, and the industry must contend with a widening range of above-ground risks.
But our view is that strong fundamentals mean that investors willing to step up will be rewarded.
Where are the most critical supply gaps? Continue Reading →