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 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…

  • Navigating Oil

    Navigating Oil How has oil revolutionized the modern world, and where does this “black gold” come from? Scientific Properties of Oil Oil is a complex mixture of hydrocarbons, which are organic molecules made up of carbon (C) and hydrogen (H) atoms and extracted from underground reservoirs. It varies in composition, is greasy and tends to…

  • Navigating Biofuel

    Navigating Biofuel Did you know that the United States and Brazil dominate global biofuel production, but their strategies couldn’t be more different? Scientific Properties of Biofuel Biofuels are renewable energy sources derived from organic materials, offering a sustainable alternative to fossil fuels. Their key properties include lower carbon emissions, biodegradability, and compatibility with existing engine…

  • Navigating Hydrogen

    Navigating Hydrogen How does the future of hydrogen look under net zero targets? Scientific Properties of Hydrogen Hydrogen, symbolized as H, is the lightest and most abundant element in the universe. With an atomic number of 1, it sits at the top of the periodic table. Hydrogen is a diatomic molecule under standard conditions, existing…