News & Insights
Recent news
Discover recent developments and thought leadership from RFC Ambrian and our portfolio companies.
Due to their role in clean energy technologies and semiconductors, critical minerals remain central to government policy agendas and public interest. Like gallium, indium faces rising demand, supply bottlenecks, volatile pricing, and geopolitical headwinds. Indium is indispensable for modern technologies – from smartphone screens to advanced semiconductors – but transparency in its market is limited, […]
Lower Cost, Scalable and Higher Efficiency Electrolysis RFC Ambrian is pleased to share an update on Hadean Energy Limited, the venture company we founded in collaboration with CSIRO to commercialise their advances in tubular Solid Oxide Electrolysis (tSOE) technology. Hadean’s unique technology is lower cost, more readily scalable and up to 30% more energy efficient […]
Following on from our recent in-depth sector reports on copper and nickel, we are delighted to present our first report on the lithium sector. Lithium, being one of the more dynamic and faster moving sectors at present, has been reasonably well-covered by the research industry but what we have found is a lack of independent, […]
CSIRO and RFC Ambrian joined forces to create MRead which launched in 2023. Following NextOre’s success in applying MR technology for bulk ore sorting in the mining industry, RFC Ambrian and CSIRO returned to MR technology and identified the next commercial market. MRead is developing new capabilities for explosive and drug detection, utilising the accuracy […]
Critical minerals and decarbonisation technology exposure for institutional investors. For over 35 years, RFC Ambrian has been a global leading independent advisor and investor in the natural resources sector. Our team of high-calibre, seasoned industry experts has provided trusted strategic and corporate advisory services across the entire natural resources value chain for private companies, multinational […]
In November 2022, RFC Ambrian released a comprehensive sector report on the nickel market – ‘NPI Remains Key to the Outlook’. The report analysed supply and demand forecasts and discussed some of the many assumptions and sensitivities around nickel market dynamics. Today we are pleased to release our follow-up report, which builds on the sectoral overview […]
The commodity price cycle is a constant theme for discussion and a key consideration for all mining industry stakeholders as the main driver of investment decisions. However, with the Covid-19 pandemic and significant global government intervention leading to the compression of the most recent credit cycle, has nickel, a historically cyclical commodity, maintained its pricing […]
And another one… Almost exactly a year ago we were writing about Chrysos Corporation* and its PhotonAssay technology winning the very prestigious CSIRO Chair’s Medal for Science and Engineering excellence. Back in 2016, as co-founders of Chrysos Corporation alongside CSIRO, we strongly believed PhotonAssay was a game-changer, but it was gratifying to get the endorsement […]
The London Mines & Money 2022 conference finished last week, concluding two weeks (following on from the 121 conference the previous week) of heightened focus on mining. It will be no surprise that decarbonisation and other ESG issues were to the fore of most conversations and presentations, not only the mining industry’s role in providing […]
NPI Remains Key to the Outlook Our latest sector report takes a deep dive into the nickel industry, analysing supply and demand forecasts and discussing some of the many assumptions and sensitivities that need to be considered when analysing nickel market dynamics. To view the report, please click here. Some of our key takeaways: Nickel […]
Copper Market Analysis This report analyses existing supply and demand forecasts and discusses some of the many assumptions and sensitivities that need to be considered when analysing the potential copper market supply and demand dynamics in 2030. It appears to be an accepted fact that over the coming decade there will be insufficient copper supply […]
The world’s highest capacity ore sorting plant at First Quantum’s Kansanshi copper mine enabled by NextOre. Ore sorting has been spoken about by many as the ‘Holy Grail’ of a mining industry facing up to the challenge of extracting minerals from ore bodies with ever declining grade profiles, but technology breakthroughs in the mining industry […]
RFC Ambrian Limited is delighted to have acted as financial advisor to Perenti on the sale of its MinAnalytical subsidiary to ALS. Cian Caffrey and Stephen Allen led the successful transaction from RFC Ambrian’s side. Total consideration was A$43.6M, representing a premium to book value for Perenti. We congratulate Perenti on the successful divestment and […]
Congratulations to the PhotonAssay team which has been awarded the CSIRO Chair’s Medal for Science and Engineering Excellence. RFC Ambrian co-founded Chrysos Corporation in 2016 to commercialise and develop the PhotonAssay technology invented by CSIRO. RFC Ambrian Executive Chairman Rob Adamson stated “We are thrilled with the success of Chrysos’s leading PhotonAssay solution and this […]
Copper M&A Update Report This report reviews recent copper M&A activity, examines the key issues currently facing the development of new copper mines, and looks at copper exploration projects where future M&A activity could take place. This is our third annual report focusing on the copper industry activity. Recent copper M&A activity has been low […]
RFC Ambrian has been profiled in the recent Stockhead article “MoneyTalks: In 2016 these guys bet on ESG and mining tech. It is now at the heart of their business” Click here to view the article in full.
Financial institutions, insurance firms, shareholders and other stakeholders are grappling with their exposure to the mining and metals sector in light of climate risks, societal pressure and regulatory headwinds. In response, effectively all major mining companies have a stated target, or ambition to achieve net zero emissions by 2050 (or earlier) and have outlined strategies […]
This win follows NextOre’s success at the 2020 Australian Technology Competition where the company was presented the Mining Technologies Award. NextOre is a breakthrough bulk ore sorting technology utilising magnetic resonance to provide accurate, whole-of-sample grade measurements and capable of operating at 5,000 tonnes per hour on the conveyor belt. NextOre delivers real time ore […]
NextOre’s Magnetic Resonance (MR) technology is a breakthrough innovation delivering efficient and highly accurate, real-time measurements of mineral concentrations in broken rock at full-scale mining rates. Formed in 2017 as a collaborative venture between CSIRO, RFC Ambrian and Advisian Digital (Worley), NextOre was structured to give a highly promising technology the best chance of success […]
Innovations and advancements in technologies are at the fore of today’s world and specifically in the mining and energy spaces. Join Rob Adamson and Chris Vinson 18-19 August in Sydney or virtually to hear them and other experts discuss and highlight all aspects of these outstanding technologies and the impact on the industries they are […]
Is hydrogen a potential solution to enable mining and metals companies to achieve ambitious decarbonisation objectives? From Fuel Cell Electric Vehicles to Green Explosives – Issue 39 of The Alchemist takes a dive into hydrogen’s potential role in decarbonising the mining and metals industry. The Alchemist takes a closer look at hydrogen applications in the […]
For its revolutionary PhotonAssay technology, Chrysos was presented with the 2020 South Australian Premier’s Award in Energy and Mining for Productivity Improvement within the engineering, technology and services sector. To watch the video showcasing the technology, follow this link Chrysos technology Chrysos’ PhotonAssay technology provides miners with the rapid, high-quality data they need to run […]
RFC Ambrian has developed as a flexible operational assessment toolkit which focuses management and technical resources on obtaining or rebuilding an operation’s full potential. This flexible assessment methodology includes a proprietary statistical analysis of data generated from monitoring the asset in order to probe key operational indicators and quickly prioritise feasible and impactful solutions. We […]
RFC Ambrian Limited is delighted to have acted as financial advisor to Perenti on the sale of its MinAnalytical subsidiary to ALS. Cian Caffrey and Stephen Allen led the successful transaction from RFC Ambrian’s side. Total consideration was A$43.6M, representing a premium to book value for Perenti. We congratulate Perenti on the successful divestment and […]
RFC Ambrian has been profiled in the recent Stockhead article “MoneyTalks: In 2016 these guys bet on ESG and mining tech. It is now at the heart of their business” Click here to view the article in full.
Innovations and advancements in technologies are at the fore of today’s world and specifically in the mining and energy spaces. Join Rob Adamson and Chris Vinson 18-19 August in Sydney or virtually to hear them and other experts discuss and highlight all aspects of these outstanding technologies and the impact on the industries they are […]
RFC Ambrian has developed as a flexible operational assessment toolkit which focuses management and technical resources on obtaining or rebuilding an operation’s full potential. This flexible assessment methodology includes a proprietary statistical analysis of data generated from monitoring the asset in order to probe key operational indicators and quickly prioritise feasible and impactful solutions. We […]
Lower Cost, Scalable and Higher Efficiency Electrolysis RFC Ambrian is pleased to share an update on Hadean Energy Limited, the venture company we founded in collaboration with CSIRO to commercialise their advances in tubular Solid Oxide Electrolysis (tSOE) technology. Hadean’s unique technology is lower cost, more readily scalable and up to 30% more energy efficient […]
CSIRO and RFC Ambrian joined forces to create MRead which launched in 2023. Following NextOre’s success in applying MR technology for bulk ore sorting in the mining industry, RFC Ambrian and CSIRO returned to MR technology and identified the next commercial market. MRead is developing new capabilities for explosive and drug detection, utilising the accuracy […]
And another one… Almost exactly a year ago we were writing about Chrysos Corporation* and its PhotonAssay technology winning the very prestigious CSIRO Chair’s Medal for Science and Engineering excellence. Back in 2016, as co-founders of Chrysos Corporation alongside CSIRO, we strongly believed PhotonAssay was a game-changer, but it was gratifying to get the endorsement […]
The London Mines & Money 2022 conference finished last week, concluding two weeks (following on from the 121 conference the previous week) of heightened focus on mining. It will be no surprise that decarbonisation and other ESG issues were to the fore of most conversations and presentations, not only the mining industry’s role in providing […]
The world’s highest capacity ore sorting plant at First Quantum’s Kansanshi copper mine enabled by NextOre. Ore sorting has been spoken about by many as the ‘Holy Grail’ of a mining industry facing up to the challenge of extracting minerals from ore bodies with ever declining grade profiles, but technology breakthroughs in the mining industry […]
Congratulations to the PhotonAssay team which has been awarded the CSIRO Chair’s Medal for Science and Engineering Excellence. RFC Ambrian co-founded Chrysos Corporation in 2016 to commercialise and develop the PhotonAssay technology invented by CSIRO. RFC Ambrian Executive Chairman Rob Adamson stated “We are thrilled with the success of Chrysos’s leading PhotonAssay solution and this […]
This win follows NextOre’s success at the 2020 Australian Technology Competition where the company was presented the Mining Technologies Award. NextOre is a breakthrough bulk ore sorting technology utilising magnetic resonance to provide accurate, whole-of-sample grade measurements and capable of operating at 5,000 tonnes per hour on the conveyor belt. NextOre delivers real time ore […]
NextOre’s Magnetic Resonance (MR) technology is a breakthrough innovation delivering efficient and highly accurate, real-time measurements of mineral concentrations in broken rock at full-scale mining rates. Formed in 2017 as a collaborative venture between CSIRO, RFC Ambrian and Advisian Digital (Worley), NextOre was structured to give a highly promising technology the best chance of success […]
For its revolutionary PhotonAssay technology, Chrysos was presented with the 2020 South Australian Premier’s Award in Energy and Mining for Productivity Improvement within the engineering, technology and services sector. To watch the video showcasing the technology, follow this link Chrysos technology Chrysos’ PhotonAssay technology provides miners with the rapid, high-quality data they need to run […]
Critical minerals and decarbonisation technology exposure for institutional investors. For over 35 years, RFC Ambrian has been a global leading independent advisor and investor in the natural resources sector. Our team of high-calibre, seasoned industry experts has provided trusted strategic and corporate advisory services across the entire natural resources value chain for private companies, multinational […]
This win follows NextOre’s success at the 2020 Australian Technology Competition where the company was presented the Mining Technologies Award. NextOre is a breakthrough bulk ore sorting technology utilising magnetic resonance to provide accurate, whole-of-sample grade measurements and capable of operating at 5,000 tonnes per hour on the conveyor belt. NextOre delivers real time ore […]
Due to their role in clean energy technologies and semiconductors, critical minerals remain central to government policy agendas and public interest. Like gallium, indium faces rising demand, supply bottlenecks, volatile pricing, and geopolitical headwinds. Indium is indispensable for modern technologies – from smartphone screens to advanced semiconductors – but transparency in its market is limited, […]
Following on from our recent in-depth sector reports on copper and nickel, we are delighted to present our first report on the lithium sector. Lithium, being one of the more dynamic and faster moving sectors at present, has been reasonably well-covered by the research industry but what we have found is a lack of independent, […]
In November 2022, RFC Ambrian released a comprehensive sector report on the nickel market – ‘NPI Remains Key to the Outlook’. The report analysed supply and demand forecasts and discussed some of the many assumptions and sensitivities around nickel market dynamics. Today we are pleased to release our follow-up report, which builds on the sectoral overview […]
The commodity price cycle is a constant theme for discussion and a key consideration for all mining industry stakeholders as the main driver of investment decisions. However, with the Covid-19 pandemic and significant global government intervention leading to the compression of the most recent credit cycle, has nickel, a historically cyclical commodity, maintained its pricing […]
NPI Remains Key to the Outlook Our latest sector report takes a deep dive into the nickel industry, analysing supply and demand forecasts and discussing some of the many assumptions and sensitivities that need to be considered when analysing nickel market dynamics. To view the report, please click here. Some of our key takeaways: Nickel […]
Copper Market Analysis This report analyses existing supply and demand forecasts and discusses some of the many assumptions and sensitivities that need to be considered when analysing the potential copper market supply and demand dynamics in 2030. It appears to be an accepted fact that over the coming decade there will be insufficient copper supply […]
Copper M&A Update Report This report reviews recent copper M&A activity, examines the key issues currently facing the development of new copper mines, and looks at copper exploration projects where future M&A activity could take place. This is our third annual report focusing on the copper industry activity. Recent copper M&A activity has been low […]
Financial institutions, insurance firms, shareholders and other stakeholders are grappling with their exposure to the mining and metals sector in light of climate risks, societal pressure and regulatory headwinds. In response, effectively all major mining companies have a stated target, or ambition to achieve net zero emissions by 2050 (or earlier) and have outlined strategies […]
Is hydrogen a potential solution to enable mining and metals companies to achieve ambitious decarbonisation objectives? From Fuel Cell Electric Vehicles to Green Explosives – Issue 39 of The Alchemist takes a dive into hydrogen’s potential role in decarbonising the mining and metals industry. The Alchemist takes a closer look at hydrogen applications in the […]