News

Skarn Associates adds more expertise to its board

Introducing Sophie Chung and Martin Hollands

Skarn Associates is pleased to announce the recent appointment of two new board members, Sophie Chung and Martin Hollands. These appointments add substantial expertise in support of Skarn’s mission to provide high quality forward-looking mining sector ESG research.

Skarn is developing a unique dataset of mining industry environmental, social and governance (ESG) impacts on a forward-looking, asset-by-asset basis. The resulting Mining-ESG product will be made launched via an online data platform in September 2020, allowing clients to independently evaluate mining company ESG performance.

Sophie Chung, Director - Industry Analysis, was previously manager of Copper Cost Research at Wood Mackenzie and principal copper analyst at Rio Tinto. Her expertise ranges from financial valuation of assets and companies to dynamic modelling of global supply and costs. Prior to joining Wood Mackenzie, Sophie worked in equity research at Desjardins Capital Markets, covering the majors and mid-caps on the Toronto stock exchange, in addition to assisting the corporate development team with due diligence on mining assets.

At Skarn, Sophie is leading the development of detailed forward-looking mine-by-mine ESG datasets.

Martin Hollands, Director - Environmental Sustainability has forty years experience bringing together governments, businesses and conservation organisations to work on a shared sustainability agenda. An ecologist, he has extensive experience in the extractives, energy, agriculture and tropical commodities.

He has worked closely with companies such as Rio Tinto and BP, sector associations including the IPIECA and ICMM, and international agencies such as the World Bank, the International Finance Corporation and the United Nations. Martin has also been involved for thirty-plus years developing global and national policies on the environment, and on how environmental issues are mainstreamed into other sector policies.

Besides his work with Skarn, Martin is the MD of Conservation Policy & Practice Ltd, Senior Advisor on Business & Biodiversity at BirdLife International, Director of Sustainability at Bloomsbury Minerals Economics and Co-chair of the Strategy & Objectives Working Group of the Global Platform on Sustainable Natural Rubber.

For additonal information contact Mark Fellows: +44 203 290 2492, mark@skarnassociates.com

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Cobalt, Nickel & Manganese Mining Project Analysis

Published February 2020

Skarn recently co-authored a ground-breaking study in collaboration with Roskill.

Automotive electrification and energy storage will provide strong demand for lithium-ion battery raw materials over coming decades.

To understand the potential of new sources of raw materials, Roskill has reviewed the plans of developers evaluating greenfield projects that could contribute to supply in the 2020s.

For each project, the report provides a summary, outlook, critical influencing factors, location and infrastructure, project history, geology, resources, development plans, capital intensity, operating margin and economic analysis with comparative calculations of net present value, internal rate of return, payback and project incentive pricing.

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Graphite Mining Project Analysis

Published February 2020

Skarn recently co-authored a ground-breaking study in collaboration with Roskill.

Automotive electrification and energy storage will provide strong demand for lithium-ion battery raw materials over coming decades.

To understand the potential of new sources of raw materials, Roskill has reviewed the plans of developers evaluating greenfield projects that could contribute to supply in the 2020s.

For each project, the report provides a summary, outlook, critical influencing factors, location and infrastructure, project history, geology, resources, development plans, capital intensity, operating margin and economic analysis with comparative calculations of net present value, internal rate of return, payback and project incentive pricing.

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Graphite

Greenfield Battery Raw Material Projects for the 2020s

Published June 2019

Skarn recently co-authored a ground-breaking study in collaboration with Roskill.

Automotive electrification and energy storage will drive strong demand for lithium-ion battery raw materials over the coming decades. Understanding these potential future sources of supply is key to identifying potential bottlenecks as well as opportunities.

To understand the potential of new sources of raw materials, Roskill has reviewed the plans of over 50 developers evaluating greenfield projects that could contribute to the supplies of cobalt, graphite, lithium, manganese and nickel in the 2020s.

For each project, the report provides a detail multi-decade production, cost and cash flow outlook in addition, to a written project overview outlining each project’s critical influencing factors, location and infrastructure, project history, geology, resources, mining method, processing flowsheet and development plans.

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