Alaska Miner Magazine, Winter 2019

Mineral industry spending rises amid exploration ALASKA MINING 2018: State of the State

and angst into the natural resource sector. Others point to the mining industry’s prolonged period of economic over-promising while under-deliver- ing. Whatever the causes, the hoped-for recovery crashed and burned in the second quarter. New mining industry mergers and acquisitions, a lead- ing economic indicator for the industry, declined by a whopping 51 percent in value and 40 percent in volume compared to the first quarter of 2018. Producing, developing and exploring compa- nies trimmed, slashed or eliminated operating budgets. Hardest hit of all was the exploration sector, that part of the industry with the highest risk profile, where budget cuts are felt first when a downturn arrives. By the end of the second quarter, metal pric- es were dropping as worldwide demand softened. Virtually all of the precious, base and strategic metals had declined in price significantly or were showing signs of doing so. Alaska’s producing mines felt the pinch of de- clining metals prices and not surprisingly, tight- ened their belts accordingly. By the time Alaska’s summer field season arrived, metals prices were tanking and exploration funding took a hit, caus- ing some programs to be delayed or reduced while

New acquisitions bring new corporate entities to state

BY CURTIS J. FREEMAN

For The Alaska Miner The Alaska mineral industry was in better health in 2018 than it had been in any of the pre- vious six years, something that cannot be said of many other jurisdictions around the world. Cur- rent estimates suggest Alaska mineral exploration spending will top $120 million to $125 million for 2018, an improvement on 2017 spending, which itself was the first time since 2011 that Alaska’s exploration spending increased year-on-year (Figure 1). The excitement in Alaska was mirrored by a spirited global recovery in the first quarter of 2018. Unfortunately, this upswing quickly turned into a dead-cat bounce, a minor unsustained recovery in an otherwise long down-trend extending back to 2011. Some pundits claim the cause was the threat of a global tariff war that introduced uncertainty

Property Acquisitions, 2018 Prospect

Underlying Controller AK Minerals Pty Ltd AK Minerals Pty Ltd Anglo Alaska Gold

Acquiring Party Nova Minerals Nova Minerals

Commodity Cu, Ni, Pt, Pd

Chip Loy Estelle Genesis Gilmore Johnson

Cu, Au

New Age Metals Inc. Kinross Gold Corp.

Cu, Ni, Pt, Pd

NOAA/DESDIS

Au

Cook Inlet Region, Inc.

Constantine Metals Resource

Polymetallic

McArthur Cr Northway Pogo Mine Richardson Seventymile

State of Alaska

K2 Gold Corp.

Au

Doyon

Tectonic Metals Inc.

Au, Cu

Sumitomo

Northern Star Resources

Au

Northern Empire Resources

Coeur Mining

Au, Ag

Doyon

Tectonic Metals Inc. Endurance Gold Corp. Valhalla Metals Freeport McMoran Tectonic Metals Inc.

Au Au

South Fork, etc.

Unnamed Private Co.

Sun

State of Alaska

Polymetallic

Tanacross

Kenorland Minerals Tibbs Creek Gold

Cu, Au

Tibbs

Au

The Alaska Miner

January 2019

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