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Category: Analyst Comment

Australia’s Groote Eylandt mine to support global manganese supply growth in 2026
Analyst Comment

Australia’s Groote Eylandt mine to support global manganese supply growth in 2026

Credit: Sunshine Seeds via Shutterstock.com;. Global manganese production remains heavily concentrated in Africa, with South Africa, Gabon, and Ghana collectively…

Critical minerals and policy reforms drive sustained growth in Asia Pacific’s mines
Analyst Comment

Critical minerals and policy reforms drive sustained growth in Asia Pacific’s mines

Meanwhile, Donald Trump’s tariffs and trade policies have created significant market volatility and geopolitical manoeuvring for the region’s mining industry.…

Project ramp-ups and expansions set to lift global iron ore output in 2026
Analyst Comment

Project ramp-ups and expansions set to lift global iron ore output in 2026

Looking ahead, the global iron ore output is projected to grow by 4.5% in 2026 to 2,728.9mt. Credit: YANG YIDONG…

DRC and Indonesia anchor global cobalt supply growth through 2026
Analyst Comment

DRC and Indonesia anchor global cobalt supply growth through 2026

Cobalt mine output in the DRC is projected to grow by 4.4% to reach 247.7 kilotonnes in 2026. The DRC…

Indonesian coal output to face sustained pressure in 2026 amid demand uncertainty
Analyst Comment

Indonesian coal output to face sustained pressure in 2026 amid demand uncertainty

In 2026, Indonesia’s coal output is forecast to remain under pressure, as structural challenges continue to dominate the supply outlook.…

Operational recovery will drive Australia’s copper production growth in 2026
Analyst Comment

Operational recovery will drive Australia’s copper production growth in 2026

In 2026, copper output is projected to recover as operating conditions normalise and major mines return to steady-state production. Overall,…

Global coal production growth to slow in 2026, amid shifting supply dynamics
Analyst Comment

Global coal production growth to slow in 2026, amid shifting supply dynamics

Despite coal’s strategic role in ensuring energy security, weaker electricity demand growth and improved renewable generation capacity are expected to…

Operational recovery forecast to drive strong growth in DRC copper output in 2026
Analyst Comment

Operational recovery forecast to drive strong growth in DRC copper output in 2026

Output is forecast to increase strongly with an annual growth rate of 6% to reach 3,404.1kt as operations normalise. Additional…

In with the new, out with the old: the scramble for critical minerals
Analyst Comment

In with the new, out with the old: the scramble for critical minerals

Oil was the backbone of the older world order, and critical minerals are the foundation of the new one. Critical…

Australia’s mining sector strengthens toward 2030
Analyst Comment

Australia’s mining sector strengthens toward 2030

Iron ore is expected to grow from 967.2 million tonnes in 2025 to 1.11 million tonnes by 2030. Credit: GlobalData.…

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