Insight
Peak Gold: how to avoid the impending supply cliff edge?
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Report summary
The Gold team delivered the attached presentation entitled “Peak Gold: how to avoid the impending supply cliff edge?” as part of Wood Mackenzie’s “2020 India cross commodity virtual series” on July 8, 2020. Key takeaways: • Gold prices are set to remain well supported but the path ahead is marred by uncertainty • A decline in gold mine supply over the medium-term is seemingly inevitable • The gold industry is ripe for further consolidation • Elevated prices will provide boost to project development
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