Scheduled to present at Argus Media China Metals Week on critical metals
- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mineral Economics, Recommended
This week my Chinese visa came through, so that I could attend the Argus Media Metal Pages China Metals Week in Guangzhou, China, between 16-19th November. The conference focuses on the antimony, tungsten and electronic and battery metals markets, such as arsenic, bismuth, cadmium, cobalt, gallium, germanium, indium, lithium, tantalum, tellurium and tin.
I will present two papers. One in the plenary session, co-authored with Josh Wright, Allan Trench and Paul Miller, on: “Who are the future stars of special metals with the potential for long-term transformational market growth?”
The paper will speculate on which of the minor metals markets have the potential for rapid market growth over the coming decades, based on a general assessment of discovery, supply and demand factors; and drawing from case studies of transformational market growth in the aluminium, nickel and uranium markets in the early and mid-20th century.
I will also present a version of this paper at the AusIMM Future Mining Conference in Sydney, 4-6th November. It is based on two peer-reviewed papers that are scheduled to be published in Applied Earth Science in late 2015 / early 2016, entitled: “Discovery, supply and demand: From Metals of Antiquity to Critical Metals” and “An assessment of the potential for transformational market growth amongst the critical metals”.
The second paper is in the Electronic & Battery Metals section and covers: “Understanding structural change in tin and tantalum mine supply and its potential impact on electronics manufacturers”.
The paper looks at how the supply of tin and tantalum has a history of radical and quick change, and speculates whether the these markets are about to undergo another period of structural supply change – will new supply be hard rock, higher cost mines, in developed world countries, or less well understood low cost, alluvial and artisanal supplies in developing world locations?