AME Group - Consulting

Global Megatrends

A global metal producer approached AME to provide an overview of the impact of global megatrends on demand for key base metals (copper, nickel, zinc, cobalt and lithium) to develop a business strategy.

Global Megatrends

The analysis was undertaken with AME's GRACE (Global Ratings and Carbon Emissions) model.

Our long-term scenario analysis modeller takes into account the issues of European stability, China's political future, inflation, deglobalisation and supply chain issues.

The report covered the growing importance of ESG considerations, such as energy and water usage, and the vital carbon emissions profile on a site, industry and country basis.

Our expertise

Detailed demand and supply forecasts
Extensive site-by-site database
Carbon curves at the site level

Hydrogen Market Report

An international export port provider commissioned AME to conduct a due diligence report on the potential hydrogen market. The report was used in a Feasibility Study for hydrogen infrastructure at the port.

Hydrogen Market Report

We conducted supply chain analysis on hydrogen and hydrogen carriers to capture the real state of the market.

Catchment area analysis was conducted to identify key opportunities associated with existing trading partners or within a geographical context.

We also identified possible collaborations and opportunities and the expected impact on the company's profits.

Our expertise

Energy transition
Detailed hydrogen site database
Technical understanding

Catchment Area Analysis (Iron Ore)

A large global steelmaker engaged AME to identify potential sources of high, medium and low grade iron ore fines to provide feed to one of their downstream facilities.

Catchment Area Analysis (Iron Ore)

The team assessed the cost of obtaining feed from each of the identified operations for the client.

We utilised our iron ore price forecasts, including differing premiums and discounts for specific products. We also deployed our long-term operating costs of each mining operation, including freight and transport costs.

AME's assessment identified several operations with which beneficial offtake agreements could be negotiated and the commercial viability of each opportunity.

Our expertise

Price forecasts
Costing forecasts
Global operational experience

Manganese Market Report

A Chinese-owned Manganese producer engaged AME to create an independent report on the global manganese industry to support equity raising through an IPO for US$260m.

Manganese Market Report

AME's analysis included both major and minor players in key countries, global resources and reserves, ore grades, and the manganese content in processed products from individual operations worldwide.

This included potential future production profiles, cost estimation and benchmarking and the associated transportation/infrastructure issues were addressed and evaluated.

Our expertise

Site-by-site analysis
Costing forecasts
Production forecasts
Benchmarking companies

Gold Market Report

An expanding gold producer looking to list on the Indonesian stock exchange engaged AME to prepare a gold market report for inclusion as part of an IPO Prospectus.

Gold Market Report

Using AME's extensive research database, including detailed knowledge of production and costs at an operational level, the team assessed gold supply and demand within both a global and regional context.

This included specific analysis of the Southeast Asian market, and factors that might limit supply growth as well as outlining the price drivers for gold within the global market.

Our expertise

Detailed demand and supply forecasts
Costing forecasts
Extensive site database
Long-term experience in Asian markets

Port Area Analysis

A global consortium commissioned AME to help acquire the long-term lease for a major commodities export port in Australia. This required a comprehensive due diligence report for both debt and equity funding.

Port Area Analysis

We defined a specific catchment area of mining operations with potential to use the port infrastructure.

We undertook detailed operational, production and cost analysis of each existing or potential mining operations within the port's catchment area.

Our assessment allowed the client to identify several opportunities and the commercial viability of each one.

Our expertise

In-depth site-by-site knowledge
Costing forecasts
Production forecasts
Extensive global contacts

Site Review Analysis

A steel producer engaged AME to help acquire producing, low-cost iron ore operations with specific product grade, to secure long term supply security. The report was used to identify acquisition targets and assess strategic fit.

Site Review Analysis

Utilising our extensive database and local operational knowledge, our team identified possible acquisition targets.

We reviewed the underlying technical assumptions for the operations, through high-level project layout and sequencing, project mass balances, resource and reserve evaluation and technical costings.

In addition, analysis of downstream transportation, logistics and beneficiation provided a full life cycle assessment of the individual operations.

Our expertise

Extensive site-by-site database
Technical costing and understanding
Operational experience

Green Steel

A large global iron ore miner and steelmaker engaged AME to identify market opportunities for the production of high-grade iron ore. The report was used to assess the viability of a proposed upgrade.

Green Steel

The team assessed the opportunities by looking at the pipeline of global DRI projects, utilising our comprehensive database, coupled with our global supply and demand forecasts.

We analysed the differing value-in-use of each metallic in the steelmaking process, and the additional value that can be achieved through the use of high-grade iron ore.

We provided the client with cost-benefit analysis of the proposed upgrade and the potential reduction in carbon emissions that could be achieved.

Our expertise

Extensive site-by-site database
Technical expertise
Detailed demand and supply forecasts

Nickel Report for Bond Issue

An Indonesian company commissioned AME to provide an overview and pricing outlook for the nickel market. The report was designed to support debt financing.

Nickel Report for Bond Issue

The team used AME's costing methodology to determine the cash cost of operating for the company's mines. We benchmarked these costs with competitive operations around the globe.

We placed the cost comparison in the context of both Indonesian and global nickel demand and supply.

Our report was included as part of the bank due diligence, as well as assessing key markets for nickel products, allowing debt refinancing and the development of new facilities at the client's mining operations.

Our expertise

Costing forecasts
Extensive real-time data
Detailed data analytics

Aluminium Price Series

AME was engaged by an Alumina Refinery to undertake a price series evaluation and outlook for both Alumina and Aluminium. The report was designed to support debt refinancing.

Aluminium Price Series

Using AME's extensive site database, which covers all aspects of the aluminium supply chain, the team conducted an analysis of the underlying demand and supply for aluminium and forecast an expected price series.

Our team consisted of experienced engineers with in-depth technical knowledge and economists specialising in the commercial reality of global commodity markets.

Our expertise

Price forecasts
Timely and trusted data
Extensive site database
Detailed value chain analysis