SDQ Briefing May 2025

March’s SDQ explores the decarbonisation economics of mine fleet electrification. In the May SDQ briefing session, Sophie is joined by Philip Bangerter, Regional Manager Australia, Whittle Consulting, and Michael Sinden, Managing Director of Costmine Intelligence to discuss key issues. Contents 0:00 Introduction 2:08 What changes are there to client questions? 5:50 What are you currently observing in the market? 9:55 How do higher cost factors impact studies for clients? 15:30 Understanding First-Second-Third Order impacts. 23:30 Balancing Cap Ex versus Op Ex. 25:08 Do these trade-offs apply to small miners? 32:10 What about labour cost surveys? And equipment? 39:07 One thought that you'd want to leave with us? 41:40 Questions and Answers 55:35 Case Studies