Edison Research

 “We argue that a significant premium is required to a traditional incentive price because of rapid demand growth,” Edison said.
BASE METALS

Lithium bulls may buck price forecast conventions

High demand growth and concentrated number of producers may call for price premium, Edison

02 February 2023

Shades of 2006 supercycle drama
LONDON TO A BRICK

Shades of 2006 supercycle drama

Miners bracing for an upswing in pressure to agree to higher taxes

10 August 2021

Wheaton Precious Metals has lifted its dividend again in Q1
M&A

Wheaton lifts dividend following strong first quarter

Unveils third dividend increase in a row

07 May 2021

Post-COVID market could usher in wave of consolidation for gold sector, said Gibson
ESG

'No end in sight' to gold rush, says Edison

The gold sector looks set to flourish in the post-COVID landscape.

15 June 2020

Improvements in battery chemistry will be key to increased EV adoption, says investment research firm Edison
ENERGY MINERALS

Lithium battery market to treble by 2030, says Edison

EVs to reach price parity with ICEs in most markets by 2024

18 December 2019

“Eight billion tonnes of coal we cannot substitute very quickly, so the coal industry is going to stay with us for a long time,” says Sigurd Mareels of consulting firm McKinsey
ESG

Environmental issues cloud market reality

ESG factors are important but can mask the economic reality of the mining business.

09 December 2019

Charlie Gibson, head of mining research at Edison Group
PRECIOUS METALS

Dovish outlook works for gold

Mining Journal spoke to Edison's head of mining Charles Gibson about the stars aligning for gold

22 August 2019

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

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Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

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Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

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Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.