Electric Vehicles: Who Benefits from The Crime? - Part I
Aug 13, 2024
By François Pommier Suarez
Reading time: 7 mins.
TakeawaysIn a very recent publication, we put forward the idea that in an environment that may seem worrying for the deployment of electric vehicles, not all players or rather all geographies were in the same boat.The objective of this note is essentially to illustrate the two main points raised in our note of August 9 cited above with fascinating data and some comments:China – EVs Now…
EU Battery Passport: A Revolution For Mining Industry?
Aug 9, 2024
By Gaia Research Team
Reading time: 7 mins.
The European Union is ushering in a game-changing digital battery passport regulation, promising to transform the sustainability and circularity of the battery value chain. But what does this mean for the mining industry?
Electric Vehicle Value Chain: Map of the Problematique Part II
Aug 9, 2024
By François Pommier Suarez
Reading time: 20 mins.
Takeaways Today, the EV industry is facing very ambivalent trends: battery prices are benefiting from a double combination of lower raw materials, particularly lithium, but also from a massive scale-up, particularly in China.On the other hand, China’s battery production now surpasses global EV demand, prompting manufacturers to reduce prices to retain market share.The significant variance in…
Besides Favourable Copper Price, Is Freeport’s Financial Success Propelled By ESG Excellence?
Aug 2, 2024
By Gaia Research Team
Reading time: 3 mins.
Explore how Freeport-McMoRan Inc. achieved excellent financial results in 2024 Q2 despite operational challenges, and the impact of consistent good ESG performance on financial success.
Expert Talk Series – Onsite Practices and Community Relations
Jul 25, 2024
By Gaia Research Team
Reading time: 7 mins.
Discover the cultural shift towards sustainability and the importance of detailed ESG audits for sustainable mining operations.
Forgotten Copper Company in China?
Jul 18, 2024
By Gaia Research Team
Reading time: 1 min.
Learn about JCCL’s global strategic investments in the copper industry and its ESG practices, highlighting areas for social improvement.
How Much Does Leading ESG Score Tell Us About the Company?
Jul 12, 2024
By Gaia Research Team
Reading time: 4 mins.
Compare ESG ratings from MSCI and Sustainalytics for Silvercorp Metals and its correlation to the silver miner’s stock performance, emphasizing the need for tailored ESG scoring methodologies.
EV Market: How Will China EVs Tackle EU Tariffs
Jul 5, 2024
By Gaia Research Team
Reading time: 4 mins.
Analyze how Chinese EV manufacturers, like BYD, maintain a price advantage despite high tariffs, underscoring their resilience and market expansion.
Imerys & E3 Lithium Projects
Jun 28, 2024
By François Pommier Suarez
Reading time: 8 mins.
TakeawaysLithium prices remain under pressure and the rebound we saw at the beginning of the year seems to be running out of steam.This does not work in favour of lithium assets, particularly at Imerys.However, the key results presented by E3 Lithium in a PFS on the Clearwater project show some very interesting elements that we wanted to highlight.The geographical locations are different,…
Navigating the Landscape of Global ESG Standards
Jun 25, 2024
By Gaia Research Team
Reading time: 4 mins.
Understand recent M&A activities in global ESG standards institutions and frameworks, and the trend towards consolidation under IFRS.
Tracing the True Cost: Unlocking Premium Prices for Sustainable Metal Mining?
Jun 17, 2024
By Gaia Research Team
Reading time: 2 mins.
Explore the potential for premium pricing on sustainably sourced metals, providing economic benefits akin to those in the luxury industry.
Copper’s Surge: Unpacking Market Dynamics and the Impact of the Green Transition
Jun 6, 2024
By Emmanuel Painchault
Reading time: 6 mins.
Analyse recent copper price trends and their drivers, highlighting copper’s essential role in green technologies.