Skillings Mining Review June 2024: our cover package maps the new wave of iron-ore projects—assets launching or nearing FID—with a clear view of capacity adds, grade profiles, logistics constraints, capex, and permitting risk. On the operations side, we look at productivity levers from Metso’s next-gen Lokotrack EC crushing to safer handling systems like advanced lid-removal for containers, and the push for gender-appropriate PPE across South African sites.
Markets and policy set the backdrop: a manganese price surge on supply disruption, North American graphite tariff pressure, and capital signals from IAMGOLD’s $410M raise to JPMorgan’s caution on BHP’s plan. Energy security threads through the month—Invest in African Energy (Paris), Petra’s long-term energy deals, and Angola’s natural-gas drive—while social license remains central, with tangible progress on community and ESG.
Rounding it out: project momentum at KEFI’s Tulu Kapi (1,000 jobs), portfolio moves in nickel-copper-PGE (Alaska Energy Metals), and lithium financing (Loyal Lithium). The through-line: build quality tons, design for cost and carbon, and align with credible stakeholders from day one.
