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,…
Nitric acid: production costs?
…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…
Cyanide production: the economics?
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…
Energy transition: the very hungry caterpillar?
…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…
CO2 intensity of coal production?
…for food energy and even higher for oil crops. Our estimates for the CO2 intensity of coal production incorporate data into coal mining, comminution, mine trucks, plus third-party data from…
Uranium production: by company and by country?
…research into nuclear in the energy transition can also be viewed chronologically. There is also a read across to mining equipment companies and upside for mining in the energy transition….
Silver and gold: the economics?
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…
Global coal production: supply outlook in energy transition?
…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….
Electrowinning: costs and energy economics?
…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…
Coal miners: a screen of Western companies?
…coal mining, producing 40MTpa of thermal coal and 7MTpa of metallurgical coal. We have profiled each company, its main assets, and company commentary, in 2021, 2022 and 2023 (the YoYs…