Goldman Sachs Australian Gold, Lithium and Uranium Coverage: Coverage Summary, Forecasts and Spot Pricing Scenarios
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Goldman Sachs has published a coverage summary for its Australian gold, lithium and uranium universe, consolidating forecasts and spot-pricing scenarios into a chart pack. The opening exhibit compares the bank's base-case (GSe) scenario prices and foreign exchange assumptions against prevailing spot levels, framing how its commodity outlooks differ from current market prices across the covered metals. A second chart presents selected gold industry indicators, part of a wider series the bank uses to monitor conditions in the precious metals sector. A third exhibit maps selected global uranium businesses, plotted in Australian dollars per pound, with bubble sizes reflecting resource volumes in million pounds and segmentation by resource equity share, offering a visual comparison of uranium assets relevant to the Australian coverage. The final chart details Goldman's uranium supply-demand model, the analytical foundation underpinning its uranium price assumptions. The note serves as a reference for investors tracking the bank's Australian resource equities, aligning company estimates with commodity scenario frameworks; underlying conclusions and ratings sit in the individual company reports rather than this summary.
Key exhibits
Exhibit 1
Exhibit 2
Exhibit 3
Exhibit 4
