The 2020s will see a fundamental shift with mining companies moving away from principally competing on costs and operational efficiency. The market will split between those companies who can generate a Social / Green Premium above market prices and those excluded from being part of certain supply chains due to inadequate ESG and sustainability practices.
Two Oceans Strategy Founder and Head of Research, Tom Mills, spoke at a seminar at Brooking India, a leading global think tank and research institution. The seminar was the first in a series on non-fuel minerals and mining in India.
The latest publication by our Head of Research proposes a re-evaluation of the consensus on large scale extractives led development in Afghanistan. The paper builds on existing research which has focused on mitigating the downside risk of mineral extraction. The study asks if the benefits accrued to the country’s current and future citizens would be greater if large-scale exploitation were postponed or a different approach to maximising the value of the country’s sub-soil assets taken. The...
Our Director and Head of Research, Tom Mills was interviewed for the Resource Insider Podcast, an industry podcast focused on investment in metals and mining, on his experience of working in natural resources in emerging markets.