The mined commodities that underpin modern life and the low-carbon transition, from copper in wind turbines to iron ore in steel and lithium in batteries, must first be extracted from the ground. That reality creates an inherent sustainability tension: the same commodities that enable electrification, infrastructure and energy storage can also generate carbon emissions, disturb land, draw on water resources and affect the communities living alongside mining assets. Within the mining industry, these sustainability outcomes can vary widely. In our view, this nuance is best assessed through a bottom-up framework that links each mined commodity to its real-world end use and evaluates how well each company manages the impacts of its operations.
Alphinity
From the ground up: How we assess miners within our sustainable investing approach
This material has been prepared by Alphinity Investment Management ABN 12 140 833 709 AFSL 356 895 (Alphinity). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Neither any particular rate of return nor capital invested are guaranteed.