Wire · operational-macro
The next mining supply shock won't start at a mine: study
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Fusion42 · 6 August 2026 · Fusion42 review
A study by GEM Mining Consulting highlights that future mining supply shocks are more likely to arise from disruptions in processing plants, chemical supplies like sulphuric acid, and logistics rather than from the mines themselves, stressing the importance of securing the entire supply chain.
This Wire brief sits within Fusion42's coverage of Industrial.
◆ ◆ The Wire takeaway
You should shift focus from mine output to securing chemical supplies and processing capacity now. Disrupted reagents or plant bottlenecks will halt production before ore runs out.
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1 source · 6 Aug 2026
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