PWC+2023年澳大利亚矿山报告-英_市场营销策划_重点报告202301105_ppt.pptx

AussieMine2023Criticalchoices

PwC|AussieMine2023InAussieMine2022weurgedAustraliatothinkdifferentlyandactnow.It’s2023-it’sbecomemorecritical.Fortunately,Australia’sminingcompaniesareintherightshapefinanciallytoplaytheirroleindevelopingnewprojects.Asthisyear’sAussieMinereportshows,earningshavereachedanewrecordlevel,whileexistingfinancingandsupportivemarketswillalsohelpfundtheneededinvestment.Mixedshort-termsignalsShort-termeconomicuncertaintycontinues,asdogeopoliticalrisks,andbothpresentsomemixedsignalsonprices.Beyondtheshortterm,however,theoutlookisclearer.Demandforcriticalmineralswillcontinuetorisesignificantly,anditwillbeverychallengingforsupplytokeeppace.Rightnow,thesharepricesofminingcompaniesarefluctuatingsignificantlyasthemarketweighsthebalancebetweenshortandlonger-termhorizons.Dealactivityforlithiumcompaniesisescalatingandacquirersareveryfocusedonthesizeoflonger-termopportunities.WeallhavecriticalchoicestomakeGovernments,communities,companiesandindividualsallhavecriticalchoicestomakeaswetransitiontoalowercarboneconomy.It’sacomplextimeandthechallengesaresignificant.However,it’simportantforustochangethewaywe’velookedatthings.It’stimetothinkdifferentlyandactnow.ThegoodnewsisthatAustraliahaslargedepositsofcriticalminerals(or‘magicdirt’).TheresourcessectoralreadyprovidessignificantfundingtoAustraliangovernments,andnowwe’veidentifiedthepotentialtoadd$50bningovernmentrevenuefromcriticalmineralsifwemaketherightchoicesinpolicyandsupport.Whichposesthequestion:Howmuch,andwhere,shouldgovernmentsinvesttoachieveareturnofthismagnitude?Tothisend,ouranalysisonpage6isbasedonPwCmodellingthatlooksatfouralternativefuturesforAustralia’scriticalmineralssector.Importantly,wealsoexplore