Category: Mining & Natural Resources
Turning Thermal Coal to Copper? Why the Metrics Matter
There would seem to be a good number of reasons not to do this. Firstly, in a diversified mining company everyone who doesn’t work in the copper division suddenly feels slightly subjacent - especially those divisions that contribute more to the Group than copper. I’ve done the calculations for one...
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The Commodity Business in Food and Agriculture is Over
the era of the commodity business is over. (more…)
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Cost Curves and Curve Balls
Cost curves are a staple of the mining industry, similar in shape to a traditional supply curve, ranking mines/smelters/mills by their total cost of production. The theory goes that when the demand curve shifts to the left, as it inevitably will with the business cycle, those with the highest costs will be...
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Darwinism….or is it?
It is safe to say the mining industry would probably not have been front of mind as the great naturalist laid out his theory of natural selection in the 1850s. However through the grind lower in commodity prices to their nadir in 2016, many companies found themselves in a similar...
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How risk aware are your commodity market decisions?
Human Plus Machine The DecisionNext approach blends the best insights from your market experts (humans) with data models. The trick is to bring them together in a way that unleashes the power of each, delivering more effective results than either could ever achieve alone. Both humans and technology bring something...
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