Helping companies bring to market the critical minerals needed for the new economy
We specialize in the metals & mining sector and have helped clients on commercial and capital allocation decisions across the full value chain in a number of commodity markets.
Copper: from concentrates to cathodes
Aluminium: bauxite, alumina, ingots and VAPs
Zinc and lead concentrates and refined metal
Ferrous value chain: iron ore, metallurgical coal, DRI and steel
Ferroalloys, manganese and chrome
Nickel: nickel ore and concentrates, NPI, matte, MHP, nickel sulphate, cathodes, briquettes to stainless steel
Battery metals: lithium, cobalt and graphite
Battery value chain: PCAM, CAM to cell and pack
Molybdenum and other copper by-products
Sulphuric acid
We have advised on commodity markets to a number of downstream industries, and vice versa.
Automotives and batteries
Construction and infrastructure
Power infrastructure
Machineries
White Goods
We specialize in the global metals & mining sector and have successfully helped diverse clients on critical commercial and capital allocation decisions across the full value chain in a significant number of commodity markets. The global mining industry is currently at the absolute heart of the green energy transition, providing the essential critical minerals and base metals required for the large-scale electrification of transportation, the rapid expansion of renewable energy capacity, and the development of sustainable infrastructure. Our research provides rigorous, deep-dive analysis into the copper, aluminium, and battery metals markets, helping miners, investors, and industrial consumers navigate the immense complexities of this essential and rapidly evolving sector.
In the base metals segment, we maintain a dedicated focus on demand-supply balances for copper and aluminium. We monitor production trends in key mining regions such as Latin America, Africa, and Australia, providing our clients with a granular understanding of regional dynamics. Our analysis covers the profound impact of technological developments in smelting and refining, and the growing importance of scrap and recycling in the global metals supply chain as the industry moves toward a circular economy. We also evaluate the critical role of global metals exchanges and price benchmarks in driving market transparency and sophisticated risk management strategies.
Critical minerals and battery metals are a primary focus of our mining advisory services. We provide detailed, data-driven assessments of the lithium, nickel, cobalt, and rare earth elements markets, tracking the development of new projects and the rapid evolution of battery chemistries. Our research helps clients understand the complex risks of supply chain bottlenecks and the impact of intensifying geopolitical competition for secure and reliable access to these critical resources. We analyze the entire value chain from upstream mining to downstream processing and battery cell manufacturing.
Capital allocation in the mining industry is a high-stakes endeavor that requires a sophisticated, long-term view of commodity price trends and production costs. We provide bottom-up cost modelling and comprehensive market balance forecasts to help investors and mining companies make informed, data-backed decisions. Our detailed reports also cover environmental, social, and governance (ESG) trends in the mining sector, including the significant challenges of decarbonizing operations, managing water resources, and ensuring responsible sourcing practices throughout the supply chain.
The digital transformation of the mining industry is another area where we provide essential insights. From autonomous hauling and AI-driven exploration to the implementation of digital twins in processing plants, we track the technologies that are driving productivity gains and safety improvements across the sector. We also analyze the impact of changing trade policies and tariffs on global metals flows and the competitiveness of domestic mining industries.
Old Economy is dedicated to providing the most precise, actionable, and timely intelligence for the metals and mining industry. By combining granular, proprietary data with expert analytical insights, we help our clients navigate the complexities of global commodity markets and capitalize on the massive opportunities presented by the green energy transition. Whether you are a mining company looking for market entry strategies, an industrial consumer seeking procurement advice, or a financial institution evaluating investment opportunities in the minerals sector, our metals and mining advisory services deliver unparalleled foresight and strategic value. Our team's deep industry knowledge and global perspective ensure that our clients are well-equipped to thrive in a volatile and competitive global marketplace.
Old Economy is a premier provider of commodity market intelligence, offering specialized data and strategic advisory services for the global nuclear power, paper industry, and packaging sectors. Our mission is to empower global enterprises to navigate specialized commodity corridors with unmatched precision and elite advisory. We track printing and writing paper trends, pulp market dynamics, and recycled paper imports. Our exclusive interviews with industry leaders provide unique insights into the India packaging board market and the challenges of raw material availability. Our methodology combines high-quality data with robust assumptions to provide unparalleled foresight. Whether you are looking for uranium price forecasts, paper market intelligence, or metal and mining advisory, Old Economy delivers the insights needed for capital allocation and commercial success in the old economy sectors that underpin global infrastructure.
Our expertise spans across critical industries that form the backbone of the global economy. In the nuclear energy sector, we provide deep-dive analysis into the uranium fuel cycle, reactor technology developments, and the emerging SMR (Small Modular Reactor) market. Our forest products division focuses on the rapidly evolving Indian market, covering everything from newsprint to specialty paper segments. In metals and mining, we offer strategic insights into base metals, critical minerals, and the transition to battery metals for the green energy revolution.
We believe that high-quality data, robust methodology, and plausible assumptions are the key to unlocking market opportunities. By bridging the gap between raw data and actionable intelligence, Old Economy serves as a trusted partner for utilities, miners, traders, and financiers worldwide. Our commitment to excellence and analytical rigor ensures that our clients stay ahead of market trends and navigate complex regulatory landscapes with confidence.
From Mumbai to Singapore, our international team of analysts and industry veterans brings a wealth of experience to every report and advisory project. We are dedicated to providing the most accurate, timely, and relevant intelligence to help our clients build a sustainable and prosperous future in the old economy sectors.