At the recent Resourcing Tomorrow event in London, Dannika Warburton from Investability hosted an expert panel discussion on the future of Australian mining equities in 2025, featuring insights from John Forwood, Chief Investment Officer at Lowell Resources Funds Management, Namali Mackay, Managing Director of the Critical Minerals Association Australia, and Richard Shemesian, Managing Director of Bennelong Venture Capital.

The panel delves into the opportunities (and challenges) shaping the Australian mining sector in the years ahead, covering sustainability, commodity predictions and more!

Chapters:

0:00: Introduction and Panelist Introductions

1:39 Performance of Australian Mining Equities in 2024 - Winners and Losers

3:25 Challenges in the Critical Minerals Sector

4:35 Where Are We in the Market Cycle? Is Recent M&A Activity a Signal?

6:42 Junior Miners and Funding Hurdles

8:10 Government Incentives and Policy

13:41 Outlook for Commodities and the Australia Mining Space in 2025

14:57 Opportunities Arising From Geopolitical Factors

15:35: China's US Ban on Exports of Antimony, Germanium, Gallium

15:53 Gallium

16:35 Tungsten

18:15 Key Drivers (and Challenges) in Sustainable Mining

19:41 Influence of ESG on Investment Decisions

20:35 A Move Away from ESG? Contrasting Global Approaches 

21:28 Trump: Republican States Sue Blackrock... 

23:17 Audience Q: "Ridiculous" Permitting Hurdles - Why Does It Take So To Get From Discovery to Development?

27:13 Audience Q: Can We Use AI to Make Mineral Discoveries?

29:33 Rapid Fire Round!

29:42 Bullish: What Commodities Will Shine in 2025?

31:24 ESG: Growth driver or challenge for mining companies?

32:29 One Aussie mining company you're watching closely in 2025? 

33:40 What's the Outlook for Australian Mining Equities?

36:05 Closing Remarks

See omnystudio.com/listener for privacy information.