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We believe the global metals and mining sector is entering an era of tenacious focus on operational efficiency and optimal capital management.
We see the potential for an ongoing recovery in the natural resources space. However, there are certainly no guarantees that it will be hassle-free or consistent across sub-sectors.
While gold outperformed most asset classes during the market sell-off and gold mining was only marginally impacted by COVID-19, crude oil is facing a triple “black swan” event.
Copper has always been well known for its ability to fight viruses and bacteria. Is it time to revisit its antimicrobial properties? Calling Dr. Copper…!
We saw a big drop in the oil price on Monday. Let's have a look at the business models of the companies in the exploration and production (E&P) sector, where companies have shifted their business models to focus on sustainable returns of capital.
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