Silver and gold: medal winners?
…In this note, we have broken down a typical mining-refining operation, into ten discrete steps. Each one is summarized, and then modeled individually on pages 5-15. Different steps include mining,…
…In this note, we have broken down a typical mining-refining operation, into ten discrete steps. Each one is summarized, and then modeled individually on pages 5-15. Different steps include mining,…
…and explosives in the mining sector. This data-file is a breakdown of nitric acid production costs, based on evaluating the energy economics, capex and other operating costs. $499.00 – Purchase Checkout Added…
This data-file captures the cost of producing cyanide — hydrogen cyanide as a chemical intermediate and sodium cyanide as a crucial input to the gold-silver mining industry. Marginal costs are…
…and materials sector. We count $2trn of addressable market cap in sectors linked to raw materials, across metals, mining, mining equipment. Some of the names and themes that have stood…
This data-file captures the marginal cost of silver and gold production, at an integrated mining-refining operation. In our base case, a 10% IRR requires a silver price of $17/Oz and…
…really not wanting to get into a car accident. Hence this data-file covers $80bn of coaly market cap across 15 companies. The average company is 50% exposed to coal mining,…
…mining processes, which are increasingly important for energy transition. Interesting, we also think almost all of these mining technology can smooth our volatile power grids by demand shifting. We have…
…the cheapest thermal energy source on the planet. In normal times, coal costs $60/ton (coal mining model here) and contains 6,250 kWh/ton of thermal energy, implying a cost of 1c/kWh-th….
There are around 50,000 giant mining trucks in operation globally. The largest examples are around 16m long, 10m wide, 8m high, can carry around 350-450 tons and reach top speeds…
This data-file quantifies the CO2 intensity of oil sands production: disaggregating averge emission factors for both mining operations and SAGD. Emissions are estimated for running trucks, bitumen extraction, steam-flooding, upgrading,…