research reports

Kamoa Capital publishes in-depth research reports covering natural resources markets, exploration activity, and commercial trends. Reports are available for download below.

1. Kamoa Capital - The Processing Gap

2. China's Sulfuric Acid Export Ban: A Compound Commodity Crisis With No Modern Precedent

3. The US Federal Framework: Capital, Permitting, and the Race to Supply Chain Sovereignty

A weekly deep-dive published every Saturday covering the major themes, moves, and developments across natural resources for the week.

1. GMIN Swallows G2 Goldfields: District Consolidation Done Right

2. The Law China Hasn't Announced Yet - And A Parallel Chinese Mining Ecosystem Most Western Executives Can’t See.

3. Phosphate: The Commodity That Feeds Half the World Is On the Brink

4. Antimony: The Defence Metal Beijing Controls and America Cannot Make 

5. PGMs and Copper: Two Critical Minerals Deficits the West Cannot Close in Time

6. Africa's Last Unexplored Copper Belt

Kamoa Capital writes for natural resources publications covering exploration, capital markets, strategy, and industry trends. His perspective is commercially grounded and deliberately contrarian where the data supports it.

1. Vision 2030: Saudi Arabia’s mining boom and the Arabian Shield

2. Locksley reignites America’s antimony comeback
3. FC5: The discovery that became Ernest Henry

4. Undercover is the new frontier: Why the easy rocks are gone

5. Olympic Dam: Discovery, development, and the lessons of a supergiant

6. The world’s fourth largest gold producer you’ve never heard of

7. Australia’s exploration: Are we drilling ourselves into a corner?

8. Gina’s global grab: Iron ore queen to critical minerals empress?

9. China’s rare earth quotas go dark 

10. Lithium’s long reset: China’s supply web, fight for market relevance

11. Mount Isa’s copper stack at the crossroads: Modernise, bailout or let it go dark?

Scott appears on natural resources and mining industry podcasts covering topics including exploration strategy, capital markets, advisory practice, and sector trends. Appearances are listed below with episode summaries and direct links.

1. Australia vs Saudi Arabia: The Mining Innovation Gap Is Massive | Gold Room Podcast