Welcome to DUQUANT ANALYTICS, where data meets unique leftfield insights

Research focused on Precious Metals, Mining, Energy, Critical Elements and other key commodities

Learn more about the uses, largest sources, reserves and production trends

Gold Insights

PGM Insights

Silver Insights

Copper Insights

Nickel Insights

Lithium Insights

Research Categories

1) Diversifying and cherry picking the most attractive resource plays around the world, and doing so on a country by country basis.
2) Understanding the fundamental resource value by way of well-grounded financial models.
3) Thematically investing in long term commodities off the back of sustainable energy transition growth trends.

Independent Future Facing Commodity and Mining research…

These CRITICAL elements will play a vital role in shaping a sustainable future…

and the companies producing them are likely to benefit…

Mining Topics

Newsletters

  • Initiation on Impala Platinum Holdings (JSE:IMP)

    Initiation on Impala Platinum (JSE:IMP) The following equity research report provides a detailed analysis of Impala Platinum Holdings Limited (Implats – JSE:IMP), focusing on its core operations, strategic evolution, and exposure to movements in platinum group metal (PGM) prices. Implats is a leading integrated PGM producer (~25% of global supply) with mining and refining assets…

  • Initiation on Pan African Resources (JSE:PAN / AIM:PAF [LSE or LON])

    Initiation on Pan African Resources (JSE:PAN / AIM:PAF [LSE or LON]) The following equity research report covers Pan African Resources (JSE:PAN or AIM:PAF [LSE or LON]), outlining key growth drivers, operational changes, and valuation upside in a rising gold price environment. Pan African Resources stands to benefit meaningfully from current high gold prices, with spot…

  • Initiation on DRDGOLD (JSE:DRD / NYSE:DRD)

    The following equity research report covers DRDGOLD Limited (JSE:DRD or NYSE:DRD) with an aim to break down their operations and understand the future potential under varying gold price scenarios.

  • Initiation on Gold Fields (JSE:GFI / NYSE:GFI)

    Initiation on Gold Fields (JSE:GFI / NYSE:GFI) The following equity research report deep dives into Gold Fields Limited (JSE:GFI / NYSE:GFI) with the aim to understand their mining operations, future potential and sensitivity of the equity valuation to gold price changes. Gold Fields flagship asset is a South Deep in South Africa with 75 years…

  • Initiation on Harmony Gold (JSE:HAR / NYSE:HMY)

    Initiation on Harmony Gold (JSE:HAR / NYSE:HMY) The following equity research report aims to dive deep into Harmony Gold Mining Company Limited and to better understand their mining operations, future potential and impact of gold price changes to the equity valuation. Harmony is a gold miner operating primarily in South Africa with a strong pipeline…

  • Navigating Coal

    Navigating Coal Globally there is roughly 4x more energy in the form of coal vs oil. Will coal’s role in the global energy mix shrink, and which countries have the most coal? Scientific Properties of Coal Coal is a combustible sedimentary rock composed primarily of carbon, hydrogen, and oxygen, formed from the remains of ancient…