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Category: Analyst Comment

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.…

US copper output remains steady in 2025
Analyst Comment

US copper output remains steady in 2025

The country’s copper output is forecast to grow at a CAGR of 7.2% between 2025 and 2035. The US copper…

Africa’s mining sector poised for sustained growth driven by critical minerals and policy reforms
Analyst Comment

Africa’s mining sector poised for sustained growth driven by critical minerals and policy reforms

Platinum remains the cornerstone of Africa’s mining landscape, with the region accounting for nearly 80.3% of global production in 2024.…

The copper supply-demand balance is under strain as crisis looms
Analyst Comment

The copper supply-demand balance is under strain as crisis looms

Copper demand is rising, can supply keep up? Global copper demand is set to grow at a CAGR of 3.8%…

Global copper output to grow modestly in 2025, amid supply challenges in Australia and Indonesia
Analyst Comment

Global copper output to grow modestly in 2025, amid supply challenges in Australia and Indonesia

Combined output from the two countries is set to fall from 1.8 million tonnes in 2024 to 1.5 million tonnes…

China emerges as global leader in autonomous surface mining trucks
Analyst Comment

China emerges as global leader in autonomous surface mining trucks

According to GlobalData, the largest population of autonomous trucks as of July 2025 was in China with 2,090. The quarry…

Global lead production growth in 2024 driven by key mines
Analyst Comment

Global lead production growth in 2024 driven by key mines

In 2025, lead production will be driven by higher output from China, Russia, and India, offsetting declines in Australia and…

Global platinum supply to fall in 2025, linked mainly to disruptions and mine closures
Analyst Comment

Global platinum supply to fall in 2025, linked mainly to disruptions and mine closures

Looking ahead, global platinum production is projected to see flat growth from 2025 to 2030, with a CAGR of 0.9%.…

Global silver production set to rise in 2025, but mine closures pose long-term challenges
Analyst Comment

Global silver production set to rise in 2025, but mine closures pose long-term challenges

Credit: Phawat via Shutterstock.com. Global silver production is expected to increase by 2.0% in 2025, reaching 944 million ounces (moz).…

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