Over the past three quarters, FactSet Senior Manager Matthew Dolowy-Busch has published in-depth analyses of the Metals & Mining sector. Below is a roundup of the top articles featuring his perspective for investors in the evolving industry.
Black Swan Risks and Valuation Gaps: The Struggles of Single-Asset Miners
The mining industry faces unique challenges due to the fixed nature of its assets, leaving it exposed to more “black swan” risks from evolving regional climates, communities, and geopolitics. Read our analysis of the valuation impacts.
The Supply and Demand Dynamics of Energy Transition Metals: Past Performance and Future Requirements
What are the supply and demand dynamics of critical minerals? We’ve analyzed three metals that are essential to energy transition: copper, nickel, and lithium. Check out our deep dive on this important topic.
Critical Metals & Minerals: Policy & Economic Reality
While some nations may deem a metal critical due to supply risks or future demand, being designated as a critical metal isn’t the panacea to the pricing risk that mine developers face as they look to build new supply. Read our industry analysis on how critical metal policy is evolving.
M&A in Metals & Mining: Future Proofing Mine Portfolios
Even as global inflation added to the difficulty of exploring and developing new mines, M&A activity was substantially rejuvenated in 2023. Take a look at the key activities and trends we’ve highlighted.
Mr. Matthew Dolowy-Busch is a Senior Manager for Deep Sector content at FactSet. In this role, he focusses on improving our Deep Sector content offering in the Metals & Mining sector. He joined FactSet in 2023, and prior to that he worked for over five years at a buyside firm that specialized in investing in the natural resource space, specifically in Metals and Mining. Mr. Dolowy-Busch holds a Bachelor of Applied Science in Mineral Engineering from the University of Toronto.
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