Tokenisation 101 For the Mining Industry FAQ
Nov 21, 2024
By Gaia Research Team
Reading time: 2 mins.
Who is interested in tokenisation, the future of mining finance?Mining asset owners and mining company executives seeking to raise capital for their project.What types of mine assets can be tokenised on this platform?Our platform supports tokenisation of mines assets specialised in energy metals such as copper, lithium, nickel, cobalt, which are crucial to energy transition.Why should I…
Chapter 3: Tokenisation 101 for the Mining Industry
Nov 15, 2024
By Gaia Research Team
Reading time: 2 mins.
In Chapter 2, we provided a step-by-step guide to the RWA tokenisation process for mining companies. In this chapter, we will show you the tokenisation process by using a specific case study of a junior mining company.
Purple Transition
Nov 14, 2024
By Simon Michaux
Reading time: 15 mins.
ContextSimon Michaux works at the GTK's Sustainability and Circular Economy Solutions Unit. Having completed a Bachelor of Applied Science degree in Physics and Geology, he earned his PhD in Mining Engineering at the University of Queensland. He has worked in research and development in the Australian mining industry for more than 18 years, spent 12 months in the private sector at…
Chapter 2: Tokenisation 101 for the Mining Industry
Nov 7, 2024
By Gaia Research Team
Reading time: 5 mins.
In Chapter 1, we explored the transformative potential of tokenisation within the mining sector, highlighting its benefits for both mining companies and investors. Chapter 2 delves deeper into the practical aspects of implementing the Real-World Asset (RWA) tokenisation of mining projects. This chapter provides a comprehensive, step-by-step guide to the RWA tokenisation process, ensuring that mining companies can effectively leverage this innovative approach to enhance liquidity and attract investment, ultimately positioning themselves for success in a rapidly evolving fintech landscape.
Chapter 1: Tokenisation 101 For the Mining Industry
Nov 1, 2024
By Gaia Research Team
Reading time: 3 mins.
The global mining industry is entering a new era of digital finance through real-world asset (RWA) tokenisation. Tokenisation enables mining companies to unlock liquidity by converting RWA into digital tokens, offering greater accessibility to a broader range of investors while enhancing transparency through blockchain technology. This article outlines how tokenisation can benefit both mining companies and investors and provides a step-by-step process for implementing RWA tokenisation within the mining sector.
Lithium Prices, Beneath the Brine
Oct 30, 2024
By François Pommier Suarez
Reading time: 12 mins.
Takeaways One of the main drivers of EV deployment remains battery cell prices that have reached an all-time low in September as LFP has fallen below the $60 per kWh level.Altogether, the raw materials cost for the average EV has now dropped to $537 from $1,342 in August 2023 and a peak of over $1,900 at the start of 2023, primarily driven by lithium, with the sales-weighted average value…
ESG x Mining Investment Series: Silvercorp Metals
Oct 24, 2024
By Gaia Research Team
Reading time: 4 mins.
The inaugural ESG x Mining Investment Series event held on October 18, 2024, in collaboration with Silvercorp Metals (NYSE: SVM, market cap USD 1.07B as of 23 Oct 2024) provided a comprehensive look into SVM’s financial performance, mining projects, and its robust ESG practices.
Rio Tinto to Acquire Arcadium Lithium: A Win-Win Deal
Oct 18, 2024
By Gaia Research Team
Reading time: 5 mins.
Rio Tinto, one of the world's largest mining companies, has recently announced a significant investment deal with Arcadium Lithium plc, a rapidly growing lithium producer, underscoring Rio Tinto's continued commitment to expanding its footprint in the energy transition metals market, particularly in lithium, a crucial component in the production of electric vehicle (EV) batteries and renewable energy storage solutions.
Electric Vehicle Value Chain Knights of Cydonia
Oct 18, 2024
By François Pommier Suarez
Reading time: 19 mins.
TakeawaysIn the context of the EC initiative about “Calculation and verification methodology of rates for recycling efficiency and recovery of materials of waste batteries”, removing the main constraints weighting on LFP recycling challenges may seem unfair to European players. This creates another loophole favouring LFP (a technology which is dominated by China) over NMC chemistries and…
Uranium and the Quest for A Sustainable Energy Future
Oct 11, 2024
By Gaia Research Team
Reading time: 14 mins.
As the world grapples with climate change and the transition to cleaner energy sources, nuclear power is increasingly seen as a key solution. As the primary fuel for nuclear reactors, uranium’s market dynamics are crucial to the future of the energy industry.
Rio Tinto & Arcadium Part II
Oct 9, 2024
By François Pommier Suarez
Reading time: 2 mins.
Takeaways In early August, we highlighted that Arcadium Lithium decided to suspend or delay two of its four expansion projects as an illustration of the current turmoil in lithium prices. In a note dated October 7, we mentioned the possibility and strategic meaning of Rio Tinto's possible acquisition of Arcadium Lithium. It's done.The price offered is above the $4 billion to $6…
Rio Tinto & Arcadium Part I
Oct 7, 2024
By François Pommier Suarez
Reading time: 6 mins.
TakeawaysEarly August, we highlighted that as an illustration of the current turmoil on lithium prices, Arcadium Lithium decided to suspend or delay two of its four expansion projects. Despite such foggy conditions, Rio Tinto has expressed interest in acquiring Arcadium Lithium, as confirmed by both companies in separate statements.If the deal proceeds, Rio Tinto would become one of the…