Beyond the Mine
For decades, mining was treated as a cyclical, capital-intensive “old economy” sector. In 2026, that narrative no longer holds. From Washington’s Project Vault to the Lobito Corridor, mining now sits at the intersection of energy transition, geopolitics, and national security. But behind the headlines, one constraint remains decisive: capital. In this episode, we sit down with Bertrand Troiano, Senior Managing Director at FTI Consulting in New York, to unpack what really drives financing decisions in today’s mining sector — beyond the narratives, and into the mechanics of bankability. In this conversation, we explore: * Whether mining has shifted from a market-driven industry to a state-driven strategic sector * What truly makes a project “bankable” in 2026 * The tension between ESG requirements and access to capital for African players * How geopolitical initiatives like Project Vault and the Lobito Corridor are reshaping risk * The reality behind local beneficiation — and when it actually becomes financeable * Why many mining projects fail financially… and what could be done differently A conversation at the crossroads of capital markets, industrial strategy, and global power dynamics — for anyone trying to understand how mining projects actually get financed today. Video version here: https://youtu.be/IZiAGX_o-Lw [https://youtu.be/IZiAGX_o-Lw] #BeyondTheMine #Mining #CriticalMinerals #ProjectFinance #Geopolitics #Africa #EnergyTransition #ESG #Bankability #ResponsibleMining Hosted on Ausha. See ausha.co/privacy-policy [https://ausha.co/privacy-policy] for more information.
8 episodios
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