2027 Agenda

Are investors looking at coal through the wrong lens?
From rare earths in coal ash and tailings to critical mineral recovery, resource reuse and industrial materials, technologies are creating opportunities to unlock value from coal assets regarded as unnecessary or declining. If yesterday's liabilities become tomorrow's critical mineral resources, could some coal assets be due for a fundamental re-rating? And where should investors be looking for the next wave of value creation?

The big questions

• What is the untapped value of coal waste?
• Could critical minerals transform the economics of coal assets?
• Can resource recovery generate better returns than traditional extraction?
• Is a coal asset actually a critical minerals asset in disguise?