Adam Hall

A New Era of Cross-Border Investments Unfolds Major global miners and financial institutions are divesting from coal, positioning Indonesian billionaires to swoop in, free from the constraints of ESG pressures that publicly traded companies face. · Australia's metallurgical coal industry is experiencing an increase in export volumes, shaped by global demand fluctuations and domestic challenges. · While the coal industry faces challenges, it continues to play a crucial role in the global energy mix. · Coal remains a staple for energy production and steelmaking, underpinning the continued demand for high-quality coking coal. Indonesian investors are motivated by Australia's lack of domestic market restrictions, unlike Indonesia’s coal reservation policy, which allows them to exploit the international market more freely at potentially higher profit margins. Recently the Sinar Mas Group is poised to take a majority stake in a $2.5 billion coking coal project previously owned by BHP, highlighting the scale and strategic nature of these investments. COAL BHP Stanmore Resources Limited Queensland Resources Council Queensland Exploration Council World Coal Source: Financial Review #CoalInvestment #IndonesianBusiness #AustralianMining #CokingCoal #MiningSector #CrossBorderInvestment #SustainableMining #EnergyTransition

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A New Era of Cross-Border Investments Unfolds Major global miners and financial institutions are divesting from coal, positioning Indonesian billionaires to swoop in, free from the constraints of ESG pressures that publicly traded companies face. · Australia's metallurgical coal industry is experiencing an increase in export volumes, shaped by global demand fluctuations and domestic challenges. · While the coal industry faces challenges, it continues to play a crucial role in the global energy mix. · Coal remains a staple for energy production and steelmaking, underpinning the continued demand for high-quality coking coal. Indonesian investors are motivated by Australia's lack of domestic market restrictions, unlike Indonesia’s coal reservation policy, which allows them to exploit the international market more freely at potentially higher profit margins. Recently the Sinar Mas Group is poised to take a majority stake in a $2.5 billion coking coal project previously owned by BHP, highlighting the scale and strategic nature of these investments. COAL BHP Stanmore Resources Limited Queensland Resources Council Queensland Exploration Council World Coal Source: Financial Review #CoalInvestment #IndonesianBusiness #AustralianMining #CokingCoal #MiningSector #CrossBorderInvestment #SustainableMining #EnergyTransition

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A New Era of Cross-Border Investments Unfolds Major global miners and financial institutions are divesting from coal, positioning Indonesian billionaires to swoop in, free from the constraints of ESG pressures that publicly traded companies face. · Australia's metallurgical coal industry is experiencing an increase in export volumes, shaped by global demand fluctuations and domestic challenges. · While the coal industry faces challenges, it continues to play a crucial role in the global energy mix. · Coal remains a staple for energy production and steelmaking, underpinning the continued demand for high-quality coking coal. Indonesian investors are motivated by Australia's lack of domestic market restrictions, unlike Indonesia’s coal reservation policy, which allows them to exploit the international market more freely at potentially higher profit margins. Recently the Sinar Mas Group is poised to take a majority stake in a $2.5 billion coking coal project previously owned by BHP, highlighting the scale and strategic nature of these investments. COAL BHP Stanmore Resources Limited Queensland Resources Council Queensland Exploration Council World Coal Source: Financial Review #CoalInvestment #IndonesianBusiness #AustralianMining #CokingCoal #MiningSector #CrossBorderInvestment #SustainableMining #EnergyTransition

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A New Era of Cross-Border Investments Unfolds Major global miners and financial institutions are divesting from coal, positioning Indonesian billionaires to swoop in, free from the constraints of ESG pressures that publicly traded companies face. · Australia's metallurgical coal industry is experiencing an increase in export volumes, shaped by global demand fluctuations and domestic challenges. · While the coal industry faces challenges, it continues to play a crucial role in the global energy mix. · Coal remains a staple for energy production and steelmaking, underpinning the continued demand for high-quality coking coal. Indonesian investors are motivated by Australia's lack of domestic market restrictions, unlike Indonesia’s coal reservation policy, which allows them to exploit the international market more freely at potentially higher profit margins. Recently the Sinar Mas Group is poised to take a majority stake in a $2.5 billion coking coal project previously owned by BHP, highlighting the scale and strategic nature of these investments. COAL BHP Stanmore Resources Limited Queensland Resources Council Queensland Exploration Council World Coal Source: Financial Review #CoalInvestment #IndonesianBusiness #AustralianMining #CokingCoal #MiningSector #CrossBorderInvestment #SustainableMining #EnergyTransition

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The #energytransition is at the heart of how #mining is evolving. Demand for #criticalminerals is soaring, which means that #mininginvestment needs to grow significantly. Key themes we are seeing: 🏹 non-traditional investors see the opportunity, including OEM’s seeking to lock-in stable supply, savvy investors like Bill Gates & Jeff Bezos who see the need and the opportunity, emerging regional players like Saudi Arabia and the UAE that are being aggressive and strategic, and broader #blendedfinance in places like the US and EU that support growth 🏹 financing reflects China-vs-US/EU geopolitical rivalries- mineral security means #energysecurity in the fullness of time 🏹 #justtransition - communities are central to conflict-free projects. Social license is strategic, #localcontent is a strategic subset of engagement 🏹 Indigenous nations are central, with 54% of global critical minerals projects found on Indigenous lands. Engagement is strategic Mining is inherently local in the context of global value chains. Driving conflict-free growth that optimizes value over time requires a laser focus on community value and values. Business models, financing models and project scales will all adapt. What does this mean for artisanal miners? #asm is strategic, already producing significant #copper, #cobalt, #manganese, #nickel - formalization multiplies productivity by 2X, 3X or even 5X as training, good practices and equipment take hold. 🏹 ASM is likely the largest impact opportunity on 🌍 that is available, where professionalization changes paradigms on the dignity and productivity of work, bridging critical minerals supply gaps, promoting #humanrights adherence and #sustainabledevelopment 🏹 ASM lacks access to non-predatory capital - this will change as an investment marketplace driven by productivity and impact matures 🏹 ASM is often not deemed legal - #legal frameworks that reflect the nature and opportunities in the sector position development and value - this will happen over time 🏹 as with all engagement in mining, approaches on ASM formalization need to be inherently local, starting with voices of miners and communities - this will mature The bottom line - mining is evolving given the opportunities of the energy transition, and artisanal miners will increasingly be an important part of this evolution. The Blended Capital Group and our partners are committed to reimagining outcomes in ASM. We know that formalization is commercially realistic. We know that social gains are massive. We know that this work on ASM is nested in the broader changes that the global mining industry is seeing. We know that the push to #netzero makes this an urgent strategic focus area. We know that now is the time. Alliance for Responsible Mining (ARM) Levin Sources BanQu Inc. Napier Meridian #sdgs #responsiblemining #esg #impactinvestment

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Re: BHP and Anglo news this morning. A quick look at Costmine Intelligence’s property database identifies six copper projects in Anglo’s portfolio (all at Advanced Exploration), and two nickel projects. Anglo’s equity in five South American copper mines, plus three wholly owned nickel operations make this a pretty clear Energy Transition play. The main downside? How to strategic-review the thermal coal out of the portfolio.

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Updates from BHP Group! 🚀 ➡ In a recent announcement, BHP Group revealed plans to unveil the future of its Western Australian nickel operations by August. ➡ As part of its strategic review, the global mining giant is navigating market challenges while focusing on preserving value. ➡ CEO Mike Henry highlighted ongoing efforts to optimize operations and preserve value amidst market shifts, particularly in the nickel sector. ➡ With nickel prices impacted by increased supply from Indonesia, BHP is strategically assessing the viability of its Australian operations. ➡ Additionally, BHP adjusted its fiscal 2024 output estimates for metallurgical coal from its Queensland assets due to weather-related disruptions. ➡ Despite challenges, the firm reported a rise in third-quarter iron ore output, reflecting operational improvements and the continued ramp-up of its South Flank mine. Resource https://lnkd.in/g5GHUWm8 The Business Times Reuters News Agency Sizer Metals Pte Ltd Sizer Metals Pvt. Ltd. #sizermetals #sizermetalspteltd #abizertambawala #metalindustry #metalnews #commodities #commoditytrading #BHP #miningupdates #futureoutlook

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This is an excellent article as to how nickel production in Indonesia has grown and the impacts of that growth. This should be required reading for anyone who is considering sourcing nickel from Indonesia and wants to understand the ramifications of that decision. #nickel #HPAL #indonesia

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In the Asia Times, Shubham Dwivedi and I assess challenges to the West friendshoring critical mineral extraction, specifically a lack of large-scale and high-grade deposits for many minerals, which makes new mines in the West less profitable than in regions like Africa and Latin America. https://lnkd.in/ex86gg-S Western governments can help companies discover new deposits and develop new mines, as well as keep existing Western mines profitable and operational. To discover and develop new mines, Western governments could increase mineral exploration grants and low-interest mine development loans. To keep those mines profitable and operational, Western governments could increase demand and thus prices for Western minerals through higher tax credits for electric vehicles with friendshore-produced minerals and collective tariffs on mineral imports from non-partner countries like China and Russia.

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Indonesian billionaire Salim family's Mach Metals Australia made a $393 million takeover bid for Rex Minerals, aiming to develop the Hillside copper-gold project in South Australia. · Bid Details: Mach Metals' offer was pitched at 47¢ a share, representing a 79% premium on Rex’s 30-day volume-weighted average price. The offer requires Foreign Investment Review Board approval but has no conditions around due diligence or finance. · Hillside Project: Expected to produce 42,000 tonnes of copper and 30,000 ounces of gold annually, employing 500 workers during construction and 400 once operational. · Share Price Surge: Rex Minerals' share price jumped over 60% to 44.5¢ following the announcement. · Current Trends: Global mined copper production grew by 7.9% year-on-year in the March quarter of 2024, despite various operational challenges. · Long-term Outlook: Consumption is expected to increase by 2.6% annually in both 2025 and 2026. https://bit.ly/3LgkhOU #CopperMarket #EnergyTransition #GlobalEconomy #SustainableGrowth #RenewableEnergy #InfrastructureDevelopment #MiningIndustry #EconomicForecast #ResourceManagement #MarketAnalysis

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So often the #miningindustry is guilty of being blind beyond its own industry. Check out this 5 mins interview at #greenfin24 with Marina Severinovsky, Head of Sustainability, Americas, Schroders. - Marina highlights the changing trends of investing to less green industries that are benefitting the transition. Do hear "Mining"??? - She emphasizes the widening approach beyond climate and the need to look at companies with positive social and governance actions. - When asked about the cost of ESG, Marina makes it clear that ESG investing is not philanthropic but an effort to reduce risk to ensure a company is more durable to achieve greater success. #sustainability #ESG #investing #climatechange #industryinsights

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The Nickel Price Roller Coaster Earlier this year many Nickel producers were bemoaning the impact of increasing supplies of nickel resources from Indonesia and curtailing or shutting operations. See: - https://lnkd.in/eWJmzxvU https://lnkd.in/esHwgcxm The Nickel price has been volatile for many years as Emmanuel Hache points out on the IRIS website “On the London Metal Exchange (LME), one of the world’s leading nickel exchanges, prices rose by almost 40% in 2021 and 2022, before falling by an annual average of 17% in 2023. Above all, prices deteriorated throughout 2023, falling from $28,000 a tonne in January 2023 to $16,100 in January 2024, a drop of 43%!” He also recalls that in May 2007 the Nickel price was $52,000…… The LME cash price quoted for 20/05/24 was $21,265/tonne https://lnkd.in/eS2bdJDF Back in February 2024, on the RNZ website Patrick Delcroitre reported on the crisis in New Caledonia  caused by the low nickel price highlighting comments made by Eramet’s Chairperson Christal Bories in an interview in the FT. “In a rarely frank interview on Sunday 25 February, she predicted that Eramet's subsidiary SLN (Société Le Nickel) in New Caledonia, would be part of those nickel mining sites and smelters at risk of being "wiped out (...) within five years" because of its "lack of competitivity and the emergence of Indonesia as a major high quality and low cost producer. She predicted that Indonesia could end up accounting for more than three-quarters of the world's highest class of pure nickel in five years from now.” https://lnkd.in/e-e3XTHZ https://lnkd.in/ev8kcjyb

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Earlier this week, I highlighted the critical role of minerals and innovation in enabling the energy transition at the Cleantech Forum Asia. It's clear that without more mining, the energy transition will not be possible. However, we cannot overlook the environmental impact this creates. To balance the scales, we need to make mining more efficient, productive and sustainable. At I•ROX we tick all three of these boxes. Our commitment to sustainability is at the forefront of all that we do. Join us in our effort to make mining more sustainable. #mining #sustainability #cleantech #innovation #energytransition #criticalminerals Cleantech Group

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This move will see the senior secured debt reduced by 100%

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Check out the latest #companyprofile at #samsoinsights on Taiton Resources Limited. A quick insight of our projects and in my opinion, a few good reason that #T88 #Taiton should be a company on #investors #asxinvestors #shareholders DYOR list. Taiton is an active exploration company seeking to make a discovery in the #Highway project and the #ChallengerWest project in #SouthAustralia. A recent acquisition of the Kingsgate project in #NewSouthWales has allowed the company to have a pathway to production in the near future. Taiton is all about #molybdenum #gold and now potentially looking for IOCG targets, #Ree and #uranium. Recent #ASX announcement on the maiden exploration at the Challenger West project will give a new perspective of the #ChallengerGold district. https://lnkd.in/gxuK2wrv

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Improving exploration hit rates from circa one in every $3BN of spend to more palatable economics from an investment perspective is the biggest issue I see. Capital inflows are attracted by more than just market sentiment. In it’s simplest form - bang for your buck. At IMDEX, through our leadership in developing next generation orebody knowledge technology & drilling optimisation solutions we are addressing these challenges. We exist to change the economics. #mining #orebodyknowledge #mineraleconomics #energytransition

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Anglo American’s shareholders are ready to accept a simpler deal from BHP, paving the way for a potential takeover of the FTSE 100 mining giant. Two significant Anglo shareholders said BHP’s current plan to spin-off parts of Anglo as part of a £34bn all-stock takeover was too complicated. However, they indicated that they would be willing to consider a revised bid that didn’t involve a break-up. One top 15 Anglo shareholder said: “Taking away that conditionality [of spinning-out parts of the business] can improve things.” https://lnkd.in/gWQGBtbm #copper #nickel #mining #metals #electrificiation #energytransition

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Excited to have sat down with Andrew Musgrave for a podcast discussing Belararox's recent exciting Malambo results and plans. Tune in to hear about our innovative exploration techniques and what's next for Belararox! 🎙️🪙 #MineralExploration #Podcast #Belararox #MiningInnovation

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