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Investors making bets on mining's future supply leaders

Buy, buy, buy! That’s been the market signal from investors in the mining equipment, technology and services (METS) sector over the past year or so as equity and trade buyers position for a new, large-scale, global mining investment cycle over the next decade and optimism about stronger miner-supplier connections overrides fear of trade war derailment.

Investors making bets on mining's future supply leaders Investors making bets on mining's future supply leaders Investors making bets on mining's future supply leaders Investors making bets on mining's future supply leaders Investors making bets on mining's future supply leaders

And after 10-15 years of further significant consolidation of mining's major recurring-revenue supply sectors - capital equipment and parts, contract mining and construction services, and consumables - the focus of many new deals and financings has switched to technologies, and small tech firms, that are seen to have potential to impact mining productivity and costs, and perhaps assist with