The (junior mining) business model is broken and here’s why

Posted on by Synergy Resource Capital

The junior #mining sector operates with a broken business model. If you know me, you probably heard me say this before. Extreme risk with intrinsic low odds that only a gambler would consider advantageous, NIMBY, ambivalent politicians, exotic locations, the list goes on. And all wrapped up in a package that is conceived, for most … Continue reading The (junior mining) business model is broken and here’s why

Australia Wants to Capture MORE Value from Its Mineral Production

Posted on by The Toolkit

Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production

Albemarle wants more Australian lithium but the price tag will be hefty

Posted on by The Toolkit

Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty

The copper conundrum… is it really an issue?

Posted on by The Toolkit

Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?