ADVISORY INSIGHTS

AMC’s Hill of Value® process helps our client's Canada base metal operations unlock near-term mining opportunities and more than US$1.0B in value by adopting a new cut-off grade strategy.

Increased costs and low margins are squeezing mining profitability. Mining industry consultants AMC outlines five ways to improve revenue and avoid the pinch.

Project achievements: Undertaking the mining component of the DFS, LG pit optimization, Strategic mine plans, Pit designs, Identified the wet overburden surface to improve cashflow and NPV by selectively mining overburden with dredges above the ore, Tactical mine plan with material balance, destination and haulage.

The high metal prices that have prevailed for most of the last decade have triggered a chase for production. This has compounded the fundamental scarcity in some key inputs, such as experienced and skilled labour, and has been pushing costs up over time. But recently, this has been accelerating, due in part to Covid-locked borders and supply chain issues, geopolitical factors such as war, and most recently sky-high inflation. We are now seeing the prices for many minerals, while still relatively high, come off their recent peaks. The combined effect of increased costs and lower prices is squeezing margins.

At the same time as production in the Australian mining industry is rising at an even faster rate, production costs are rising, leaving an ever-widening productivity gap.

Andrew Hall, David Vink and Francis McCann of AMC Consultants address why the global mining industry must change its mindset to reach future profitability.

AMC Consultants is excited to return to the International Mining and Resources Conference (IMARC) as a silver sponsor. This year, IMARC will take place at ICC Sydney between the 2nd and 4th of November 2022. Our program for this year will include a keynote presentation, participation in a panel, as well as bubbles and cupcakes event at our booth.

In part two of a short series exploring the impact of the war in Ukraine and wider geopolitical challenges on commodity markets, Mark Chesher, Executive Leader Business Development, and Rob Chesher, BD Technical Manager, of AMC Consultants (AMC), consider the ramifications on the supply and demand for battery materials.