North Asian Energy Policy
An ASX-listed energy exporter required an analysis of energy policy in the north Asian region of Japan, Korea and Taiwan, including the energy mix and the imposition of energy import taxes or carbon taxes, and what these might present to energy export volumes of various types (LNG, thermal coal) to this region by 2035.
Metallurgical Coal Scenario Analysis
One of the world’s largest mining companies required a detailed analysis assessing the market share (volume) and price outcomes of various supply and demand scenarios for metallurgical coal to 2040.
Feasibility for Port Expansion
A significant investment group required a detailed throughput forecast for a large infrastructure asset (port) out to 2040 under five different market scenarios. These forecasts were utilised in the client’s financial model and also in the financial investment decision.
Expert Witness for Infrastructure Provider
A major infrastructure provider required expert witness representation in a case to be heard by the highest court in the jurisdiction.
Coal Quality Due Diligence
Our client required a marketability report for a coal asset it was reviewing for investment purposes. Aspects for consideration were the approximate price the coal would receive in export markets, which markets were able to accept the coal on a quality parameter basis, and which markets have growing demand profiles and would therefore be seeking new supply sources.
Lithium Market Outlook
Our client required a market sizing study on the lithium market. Given the lithium industry continues to influenced by the transition to rechargeable batteries, we constructed a model that integrates macro assumptions and sectoral demand drivers, including the demand for electric vehicles and large scale battery storage to estimate demand for battery grade lithium.
Aluminium Demand Study
With the rapid adoption of electric vehicles globally, manufacturers are progressively replacing steel with aluminium whenever possible. Our client required qualitative and quantitative assessment of projected aluminium demand through to 2030.
Manganese Market Study
Our client required a detailed market study of Chinese manganese demand and the various supply options to meet this demand.
Nickel Market Outlook
Our client required a 10-year outlook for the nickel market. World nickel demand has already more than doubled since 2001. While nickel demand for the production of stainless steel is expected to remain robust over the next decade, the use of nickel is set to shift significantly in the next decade as the result of rising demand for battery-grade nickel.
Indonesian Minerals Policy
A potential investor in Indonesia’s mining sector commissioned Commodity Insights to understand the regulatory framework of the sector ahead of pursuing a transaction.
China’s Bulk Transport Infrastructure
An Australian resources company was concerned that a change in Chinese imports would have a negative impact on the viability of their coal and iron ore operations. Our client sought to understand how China transports bulk commodities and whether domestic supply in China’s western provinces would be competitive with exports from Australia.
Thermal Coal Market Outlook
With thermal coal providing 38% of the world’s electricity, our client wanted a market sizing study on the seaborne thermal coal market. As the key driver to thermal coal is electricity consumption we constructed a model that integrates macro assumptions and demand drivers to estimate demand for thermal coal.
