MiningNews Select Sydney 2024
Articles
MiningNews Select Sydney: opportunities missed, lessons learned, and the foggy path ahead
18 March 2024
The global energy transition offered the mining world one gigantic promise: demand for certain commodities will skyrocket.
That lit a fire under the sector's feet.
The guarantee, however, came with a serious lack of fine print.
Now, in the wake of buckled Western nickel and lithium projects, market players are shining a light on the opaqueness of critical minerals markets, licking their wounds, cautiously looking ahead, and ruminating on what could have been.
The shopping season ahead is wonderful: Rick Rule
18 March 2024
Despite economic headwinds, there are plenty of reasons for a bullish resources outlook, mining investment icon Rick Rule told delegates at the start of the inaugural MiningNews Select Sydney today.
The president and CEO of Rule Investment Media said there had been three decades of under-investment in natural resource capacity, and given increasing urbanisation in countries such as India, Indonesia and Brazil, there was a "hugely bullish" outlook for materials including copper.
Trump, smuggling, central banks, and sin stocks: MNS Sydney on gold
18 March 2024
The upcoming US presidential election and capital flight out of China are two major topics that spring to mind when fund managers and stockbrokers consider the road ahead for gold.
The consensus view among bosses and senior figures from Argonaut, Petra Commodities Asia, Regal Funds Management, and Noah's Rule, at the MiningNews Select conference in Sydney, Australia, was that a win by Joe Biden would see gold prices go up, and a win by Donald Trump would see them go up even further.