Research Analyst at Jefferies Financial Group Inc.
Chris Drew is a Senior Research Analyst specializing in the metals and mining sector with over 20 years of experience, most notably serving as an Equity Research Analyst at Jefferies, RBC, and UBS. He has provided lead-analyst coverage on ASX-listed mining companies including Sovereign Metals, Hillgrove Resources, Sunstone Metals, Cyprium Metals, Orion Minerals, Global Uranium and Enrichment, Australian Strategic Materials, and Blackstone Minerals, recognized for his in-depth analysis of commodities such as iron ore, coal, uranium, rare earths, and mineral sands. Drew started his sell-side analyst career around 2008, joining Jefferies in the early 2010s, and later transitioning to MST Access in 2024 after senior roles at major financial institutions and serving as CFO of Kingston Resources. He holds recognized professional credentials required for securities research and advisory roles in Australia, reflecting his compliance with industry regulatory standards.
Asked for clarification on PCI quality in relation to poor price realization and inquired about the expected product mix (HCC vs. PCI) for the upcoming quarter.
The company confirmed their PCI is high quality and the market weakness is due to Russian supply. They expect the product mix to normalize in the next quarter as stockpiled hard coking coal is shipped and legacy thermal coal agreements from 2022 are no longer a factor.
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