Chemicals, materials and mining

Chemical, materials and mining companies retain Tacitude. Leadership, finance, sustainability, site and procurement teams open projects on the portfolio, decarbonization, loss-making sites, price risk and raw material supply.

Energy and feedstock costs vary by region and decide which sites can compete, while commodity prices move with global demand. Customers and investors ask for lower emissions, which calls for large investments in processes that run for decades.

Projects companies bring us

  1. Should we sell our commodity chemicals business and focus on specialty products?

    Returns through the cycle for each business, the buyers for the commodity assets and the costs the two share.

    EngagementPortfolio and capital

  2. Which decarbonization route should our largest site take: electrification, hydrogen or carbon capture?

    Cost per tonne avoided, the energy supply each route needs and when the technology can run at scale.

    EngagementSustainability and decarbonization

  3. Can our loss-making European site return to profit, or should we close it?

    The site's cash cost against imports, the restructuring options and the cost of closure.

    EngagementTurnaround and restructuring

  4. How would our cash flow hold if the price of our main metal fell by 40 percent for two years?

    Cost position by mine, the covenants on our debt and the capital spending we can defer.

    EngagementRisk and resilience

  5. Where should we source our critical raw materials as suppliers concentrate in fewer countries?

    Supply risk by material and origin, the cost of alternative suppliers and the stock we should hold.

    EngagementSupply chain and procurement

Example projects. Each engagement starts from your own objective or question.

Data your team typically brings

  • Volumes, prices and margins by product and site
  • Energy, feedstock and ore costs by site
  • Emissions by site and process
  • Capital plan, debt terms and maintenance spending

Bring us your project

Write to hello@tacitude.com with the project your company has in mind, and we will frame it with your team as an engagement.

hello@tacitude.comNext industry Energy and utilities