2027 Agenda

Mining Indaba brings conclusion and summary from investor discussions at 121 London and 121 Cape Town together. 

The session will examine whether investors now see AI as a credible mining-investment theme, which commodities have attracted the strongest conviction, and where capital is most likely to create value. 

It will also test whether mining has become a more visible part of the wider AI-investment conversation and whether new pools of technology, infrastructure, energy and generalist capital are ready to engage with the sector. 

A closer look at: 

• Has a consensus emerged around AI as a mining-investment theme?
• Which commodities generated the strongest conviction among investors?
• Where does capital see the greatest opportunity: producers, developers or explorers?
• What are investors still getting wrong?
• Could AI ultimately prove a larger mining opportunity than electrification?
• Which jurisdictions are best placed to capture AI-related investment?
• Has the AI growth story brought new investor pools into mining, and what still needs to change?