Prices for many commodities rebounded in the March quarter, but downward revisions to global economic growth continue to cloud the mining industry’s outlook. Facing this uncertainty since the second half of 2018, many companies struggled to attract investors during the first quarter of 2019. January and February represented two of the weakest months on record for financing activity, before a modest recovery in March. The persistent slide in funding also lead to reduced drilling activity levels, contributing to our Pipeline Activity Index falling to its lowest since March 2016. Yet there may be positive times ahead – improving markets and optimism should lead to a recovery in the second quarter as confidence begins to return after the first quarter price rally.
As the mining industry comes to grips with medium-term uncertainties, join us for our review of the quarterly performance of the mining sector, and hear our views on the outlook for lithium exploration, supply, and costs.
March 2019 Quarterly Review
- Commodity price trends and estimates
- Drilling locations and exploration targets
- Mergers and acquisitions
- Quarterly financing activity
- Industry market capitalization
Special Focus: Lithium supply and costs
- Lithium exploration
- Costs and margins of lithium miners
- Lithium supply outlook
Duration: 30 minutes.