Mitch Ryan

Mitch Ryan leads Jefferies’ Australia Metals & Mining Equity Research team, covering leading ASX miners across diversifieds/bulks, copper, nickel, gold and the energy‑transition materials complex.

Daniel Roden

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Daniel Roden is an analyst in Jefferies’ Australia Metals & Mining Equity Research team. He leads coverage across uranium, coal, and small-cap copper, and co-authors coverage with Mitch Ryan, contributes to EV‑supply‑chain research, and helps lead client engagement, from uranium market roundtables to coal industry dinners, bespoke investor requests and APAC marketing support.

What We Are Known For

• Deep understanding of the ASX listed Metals & Mining Sector
• Actionable, data driven stock calls and thematic insights on lithium and battery materials.
• Brings on‑the‑ground EV supply‑chain expertise through APAC field trips and global EV series contributions.
• Highly engaged with clients via corporate access, marketing decks and cross‑regional investor interactions.
• Recognised for event driven analysis and rigorous modelling that supports client investment decisions.
• Contributes to global EV thematic research and APAC marketing initiatives.
• Delivers bespoke client solutions and supports internal campaigns with detailed estimates and sector models.

How Are We Different

• Brings unique EV/battery‑materials insight through Asia supply‑chain fieldwork and integrates it directly into stock recommendations.
• Delivers actionable cross‑commodity calls by linking bulks, base metals, and battery inputs into clear stock ideas.
• Shapes client debate through curated corporate access and targeted teach‑ins with global analysts.
• Anchors research with disciplined models and commodity workbooks that back views with auditable data.
• Produces polished marketing decks that distil catalysts and positioning for APAC roadshows.
• Provides event‑driven, scenario‑based analysis on operational shocks and funding paths for key miners.
• Frames conviction calls for sales and marketing, such as clear RIO vs BHP positioning.
• Maintains agile models and estimates to enable fast pivots as market data changes.

Corporate & Strategic Access

• Japan–Korea–China EV Supply‑Chain Trip (2024): On‑the‑ground meetings with battery‑materials value chain and a client takeaway deck
• South Korea & Japan Takeaways: Follow‑up marketing deck used across APAC client meetings and roadshows
• Expert teach‑ins: Compliance‑vetted sessions (e.g., China macro/steel, rare earths) with JEF U replay/transcript governance via Corporate Access.
• Uranium group calls: JEF U “Uranium Market Insights & Opportunities” hosted by Daniel with curated attendance and post‑call notes.
• Specialist speaker program: Structured engagements with domain experts
• Industry roundtables & dinners: Sydney & Brisbane coal industry dinner and Corporate Days