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

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&amp;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&nbsp;
21:28 Trump: Republican States Sue Blackrock...&nbsp;
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?&nbsp;
33:40 What's the Outlook for Australian Mining Equities?
36:05 Closing Remarks

The Investability Podcast is a series exploring the investment philosophies and journeys of some of Australia's leading investors and financial thinkers. Join Dannika Warburton, founder of Investability, as she profiles expert guests who share their unique stories of success and failure, and learn how to better invest your time and money.

The Investability Podcast is a series exploring the investment philosophies and journeys of some of Australia's leading investors and financial thinkers. Join Dannika Warburton, founder of Investability, as she profiles expert guests who share their unique stories of success and failure, and learn how to better invest your time and money.

Investability Podcast

The Investability Podcast is a new series that explores the investment philosophies and journeys of some of Australia's leading investors and financial thinkers.

Join Dannika Warburton, founder of Investability, as she profiles expert guests who share their unique stories of success and failure, and learn how to better invest your time and money.

Disclaimer: The information in this podcast is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent financial advice pertaining to your personal circumstances before making any investment decisions. 

The Investability Podcast is a new series that explores the investment philosophies and journeys of some of Australia's leading investors and financial thinkers.
Join Dannika Warburton, founder of Investability, as she profiles expert guests who share their unique stories of success and failure, and learn how to better invest your time and money.
Disclaimer: The information in this podcast is general information only and should not be taken as personal or investment advice.&nbsp;Investability is not a financial adviser and does not provide financial advice. You should seek independent financial advice pertaining to your personal circumstances before making any investment decisions.&nbsp;