Mining & Investment Insights
Curated interviews, articles and deal case studies that focus on mining investment opportunities in Latin America. Please contact Harry.Williams@gfcmediagroup.com if you have a case study and/or insights to share with the community.
As Latin America braces for another potential tailing dam collapse, Miners & Investors speaks with CFOs at Peruvian miners and their investors about the industry’s challenges and opportunities for the year ahead, with many prioritising ESG, community engagement and cost-cutting in a bid to adjust to a funding environment that has widened the divide between major and junior miners across the region.
Dr. Susan Kaufman Purcell shares her views on how the current political and geopolitical landscapes of some of the major Latin American economies will affect the mining sector.
A classic Latin American story repeats itself from project to project: Rural people play the role of the Victim. Outsiders, like mining companies, fall into the role of Villain. Discussions polarize. Local people feel powerless. They see the Villain as a threat to land and culture, a threat to power. Local organizations emerge as defenders of the community. The community rises against the Villain to become the Hero. The Hero defends the community against the Villain. Sometimes, the person or people in the Hero Role, take action to protect the community leader’s power (not just or, even instead of, the community).
2017 marks the first year since 2013 that mining majors are seriously kicking the tires of Latin American mining assets. Revitalized miner balance sheets, positive trending metal prices and welcoming gestures from national governments all fuel the rising appetite for acquisitions in Latin America.
HSBC have been fundamental in helping a number of mining companies meet their CAPEX needs throughout 2017. We caught up with Adam Hendley, MD, Head of Mining & Metals - US, Canada & Latin America, HSBC, to discuss how HSBC went about this and where he sees the biggest opportunities in the Latin America mining industry.
Experienced investors and mining professionals Marc Blais and George McIssac provide their views on what investors need to be looking out for going into 2017, and what fundamentals they need to understand before making investment into the mining sector
Emerging markets are clearly susceptible to factors like a US Federal Reserve interest rate hike and Brexit, but they are most vulnerable to fluctuating commodity prices. Although exports have seen their currencies strengthen and bond yields fall on rising commodity prices, interestingly, EM commodity importers have not yet felt the negative effects of higher prices.
16 Apr 2019
17 Apr 2018
13 Dec 2017