Mining Journal Intelligence Project Pipeline Handbook 2021

15th June 2021
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Chris Cann

Managing Editor

Introduction

Mining Journal Intelligence’s Project Pipeline Handbook presents the methodology behind our database of development projects, along with a cross-section of assets from within our growing universe of coverage.

The database is the result of direct investor demand following our inaugural Mining Journal Select conference in 2018, which sought to critically assess mature, pre-production investment opportunities and present only those of sufficient quality to our investor audience.

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While in 2018 that selection process was time intensive and subjective, we have now formalised the procedure, so it is streamlined and formulaic.

The broader concept recognises the difficulty investors face in sifting through the plus-2,000 listed resources equities across the major mining exchanges to identify a crop of assets worth greater investigation. What makes this challenge more acute is the varied ways in which companies report key asset metrics.

Here, for each asset included, we present 24 metrics we regard as central to any investment decision, normalised by unit and currency. Those metrics are baked into our ratings formula that, while still in its raw form, has been built around industry consultation. There is also a broad selection of commodity outlooks to provide context for the asset ratings.

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INSIDE THIS REPORT

*NEW for 2021: our first toe in the water in officially using this database as an overall analysis tool, we extract exclusive key findings to identify trends and state of play in the resources development space.

1. Precious metals
Presents forecasts for three prominent commodities across precious metals, including gold, silver and PGMs, followed by an in-depth look at 14 of the most promising development assets in this grouping, with gold the featured commodity in each of the asset profiles.

2. Base metals
Begins with an outlook and price forecast for three key commodities: copper, zinc, and tin, before turning attention to development assets across the three metals that offer the most potential as assessed by Mining Journal Intelligence.

3. Battery metals
Dives into the respective outlooks for four battery metals: lithium, cobalt, graphite and nickel. We then proceed to explore the current, leading projects across these commodities, with vanadium also making an appearance.

4. Fertilisers
Recognises a wide remit of fertiliser-based projects, with potash assets making a dominant appearance, alongside a dedicated forecast to the commodity by a leading fertiliser market-focused consultancy.

5. Bulks and other commodities
A mélange of commodities of huge interest and importance to investors. We also look at the forecast for uranium, iron ore, and both thermal and metallurgical coal.

INSIDE THIS REPORT

5. Bulks and other commodities
A mélange of commodities of huge interest and importance to investors. We also look at the forecast for uranium, iron ore, and both thermal and metallurgical coal.