Perspectives
Insights
Perspectives on copper, energy, and Perú from the firm’s work in the sectors that will carry the energy transition.
Copper
Briefing in preparation
The structural copper deficit: what a 10-million-tonne gap means for asset values
Global demand projections point to a widening supply gap through 2040 while mined supply approaches its peak. What this means for producers, processors, and the capital behind them.
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Briefing in preparation
Mining electrification: the economics of leaving diesel behind
For off-grid producers, power is often the largest controllable cost. The path from diesel to grid connection and renewable PPAs, and how to finance it.
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Briefing in preparation
Formalized small-scale mining: Peru’s overlooked supply base
A significant share of Andean production comes from formalized small producers with limited access to global markets. The infrastructure and capital gap is the opportunity.
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