Senior Mining Analyst
S&P Global Commodity Insights
Jason is a Senior Mining Analyst working in the Metals and Mining team, based in London. His current focus is building out cost and emission coverage of mining assets, mineral economics, and mine supply. He is also responsible for compiling platinum group element supply estimates. Prior to joining S&P Global, he worked in the mining industry gaining experience in exploration geology and resource development. He was part of the discovery team of the Wodgina iron ore deposit in Australia and worked on the Lumwana copper project in Zambia. He later spent time in China in an investment focused role. Jason holds a BSc (hons) in Applied Geology from Camborne School of Mines, and an MSc in Metals and Energy Finance from Imperial College London.
Mines and Emissions - Current status and future impacts
With the EU carbon border adjustment mechanism designed to reduce greenhouse gas (GHG) emissions by establishing limits on energy intensive sectors. We will look at ways the transition to carbon-neutral steel production in Europe is going to impact iron ore supply and costs. We’ll also touch on the following: The current status of goldmine emissions. European mining capital expenditure trends. Copper incentive prices, and lithium margins in the current price squeeze.
