伟凯：2022年矿业和金属行业报告-抗风险与冲击的能力（中译版）（36页）.pdf

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1、Is the mining&metals sector prepared for a global downturn?Mining&Metals 2022:Putting the resilience rhetoric to the testContentsIs the mining&metals sector prepared for a global downturn?Page 1Decarbonizing in a downturn:Can the sector afford(not)tochange?Page 2Quest to bolster critical mineral sup

2、ply will persist through economic downturn Page 8How mining&metals companiescan make ESGworkina downturnPage 12Chinese battery material companies remain active despite economic downturnPage 18Opportunities in a downturn:Capital raising and getting the“right”M&A deal donePage 22Liability management o

3、pportunities for mining&metals companies during adownturn Page 26How to navigate the increase infinancial crime risks during adownturn Page 30Cover:Gold mine digging machine on landscape,GermanyOverhead view of solar panels at sand mine,Germany1Is the mining&metals sector prepared for a global downt

4、urn?Russias actions in Ukraine fueled an unprecedented rally in mineral and metal prices earlier this year,with multiple metals breaking historical records.However,this rally was short-lived.Within six months,metal prices collapsed back to 2020 levels in the most volatile first half of the year.Ther

5、e are myriad factors that are lining up to cap mineral and metal prices in the coming months,the most significant of which,we believe,is the rapid deterioration of the global economy.In recent times,the mineral commodities cycle has been out of synchronization with the global macro-economic cyclethi

6、s time the cycles appear to be converging.With the prospect of global downturn looming,we ask the question,“Is the mining&metals sector prepared?”Is the sector truly resilient to disruption in supply chain,inflationary pressures,headwinds on demand,increased funding costs and of course,the drive to