Optimize production and maximize economic returns through process solutions tailored to your project’s specific needs
|Conseil pour le traitement des minéraux|
🌟 Exciting News from ConsMines! 🌟
ConsMines is proud to announce our active partnership with Operations in the Americas and Africa to optimize plant performance and tackle bottlenecks head-on! 🚀
Our proven approach includes:
🔍 Instrumentation & Controls audit
💻 Data Centers Run on Minerals... Not Just Code.
AI infrastructure is a metals story.
Server boards use:
• #GOLD , palladium, tin, #copper
• Tantalum (Often 100% import reliant)
• Platinum (Heavy import exposure)
Semiconductors depend on:
• Gallium, germanium, indium (Near total import reliance)
• Arsenic, fluorspar (100% import exposure)
• Rare earths (80% import reliance)
Storage: #Silver + rare materials.
This is the hidden layer of #AI.
The bottleneck is not chips alone.
It is critical minerals, supply chains, and geopolitical control.
Ghana hit a record 6M oz of gold in 2025 — but 2026 growth is now at risk.
🔹 Large-scale mines held steady at 2.9M oz 🔹 ASM surged to 3.1M oz, boosted by high prices + reforms 🔹 New royalty scale (5%–12%) could delay projects, expansions, and grade strategies
What’s driving the debate? — Government wants more revenue from high commodity prices — Industry warns the scale is too steep and threatens 2026 output — New regime could take effect this month unless amended
📉 Obuasi NPV drops 8% under proposed rates 🚫 Edikan’s $170M expansion becomes uneconomic 💼 1,344 jobs + $800M+ in future royalties and taxes at stake
#GhanaGold #MiningIndaba #ASM #Royalties #GoldOutput #Consmines #MiningNews #AfricaMining #MineralsPolicy #GoldProduction #MiningReform
Over 60 new copper mines will be needed globally by 2030 to meet rising demand, requiring an estimated $285B in investment (@benchmarkmin).
- By 2050, BHP sees global copper demand rising 70% to 50Mt annually.
- Energy transition demand: 7% → 23%
- Digital (data centres, 5G, AI): 1% → 6%
Net-zero goals could require up to 200 new large-scale mines by mid-century – roughly 1–6 new mines per year.
Meanwhile, in the US, the bottleneck isn’t mining output – it’s a lack of domestic refining capacity.
#Copper #Mining #EnergyTransition #NetZero
Where does cost volatility sneak into your mine-to-mill flow?
🔻 Downtime cascades multiply losses across haulage, stockpiles, and mill throughput.
🔧 Maintenance decisions swing between reliability debt and budget burn.
⛓️ Bottleneck shifting creates surprise costs in unexpected places.
Track it. Model it. Control it.
#MiningOperations #CostVolatility #ProcessOptimization #Consmines #MineToMill MineralsEngineering OperationalExcellence
🚨 Critical Minerals Reality Check
Who digs them up ≠ who controls them
⛏️ Extraction
• #Copper → 🇨🇱 Chile
• #Nickel → 🇮🇩 Indonesia
• Cobalt → 🇨🇩 DRC
• Lithium → 🇦🇺 Australia
• Rare earths → 🇨🇳 China
🏭 Processing
• Copper, Nickel, Cobalt, Lithium, Rare earths → 🇨🇳 #China dominates
Mining is global. Control is Chinese.
Processing, not extraction, is the real choke point in energy, EVs, and defense.
Who cracks processing first: the US, Europe… or no one?
⚠️ The Real Reason Your Tailings Dam Is a Risk (Even If It’s ‘Stable’)
Just because it’s not moving doesn’t mean it’s safe.
🌊 Undetected seepage
📈 Rising pore pressure
📉 Differential settlement
Most failures start inside the dam—long before the slope gives way.
And monitoring coverage is rarely complete.
Swipe to see the blind spots that put your TSF at risk.
#TailingsRisk #TSFMonitoring #MineSafety #OperationalExcellence #Consmines MiningInstagram GeotechnicalEngineering MiningOps FailureModes
Critical minerals... The US–Brazil deal 🇺🇸🇧🇷
#China controls 90% of #rareearth processing. That’s the real choke point 🇨🇳
#Brazil holds the 2nd largest reserves, but produces and processes very little 🇧🇷
Washington sees the gap.
This week, the US DFC announced $565m to finance rare earth extraction in Brazil.
That’s not diplomacy.
It’s supply-chain strategy.
Why it matters:
• 🇺🇸 needs alternatives to China
• 🇧🇷 has geology, lacks capital and tech
• 🇨🇳 weaponizes processing dominance
With the right investment, Brazil can become a 2nd global hub for critical minerals. Quietly and Strategically.
A 30-year trend in global reserves is facing a historic reversal.
While the US dollar overtook gold as the dominant reserve asset in the mid-1990s, the tide has turned. Since 2018, sovereign strategies have pivoted toward gold to hedge against a "fractured geopolitical landscape."
Our latest infographic tracks this structural transformation from 1990 through Q3 2025.
Explore the full reserve hierarchy here: https://t.co/hCSm5te327
#Gold #CentralBanks #Macro #Mining #Investing #Stocks #SafeHaven
We have entered the age of copper.
- EVs use ~4× more copper than internal combustion vehicles
- AI data centers require ~6× more copper than traditional data centers
- The EU’s electrical grid expansion is projected to increase ~75×
Copper demand is surging, while supply remains disappointing.
BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion, including debt. $GLEN
Africa’s mineral map (without oil and gas)
A few things stand out fast.
• DRC dominates. The cobalt, #Copper , and critical #minerals core of the continent
• Southern Africa punches above its weight. South Africa, Zambia, Zimbabwe anchor export value
• West Africa is fragmented. Big potential, uneven monetization
• Most countries remain sub $5bn exporters, despite vast geology
This is an infrastructure, capital, and processing bottleneck.
#Africa doesn’t lack minerals.
It lacks pricing power and downstream control.