Last year I presented a keynote at the Argus Media-Metal Pages China Metals Week in Guangzhou, entitled "Which markets are the future stars of the 'critical metals' industry?" The presentation looks at which of the critical metals, those defined as small important metal markets with supply constraints, have the potential to outgrow their current constraints and become large, industrial metals… Read this post →
In September it was my great pleasure to give one of the plenary presentations for China Metals Week in Beijing, organised by Metal Pages. My presentation aim was to draw together the themes of the conference, which were the electronic metals, battery metals, light alloys and antimony. The presentation was entitled: "An Economic History of the Esoteric Metals Markets: Batteries, Electronics, Light Alloys,… Read this post →
If you look in the September/October edition of RESOURCESTOCKS magazine you will find a article by myself and good friend Josh Wright of Rowton Ltd, entitled "Mining the Future: A 21st Century Metal". The article reviews how a number of supply, demand and discover factors have to fall in line for paradigmatic change in the scale of a minerals market… Read this post →
Unlike most metals, a large proportion of gold's 'consumption' is to hold it as a physical investment. What is it that makes gold a good physical investment, and with gold at its current highs, are there alternative metals, or even any other elements, that could provide an alternate investment opportunity? If so, what are the implications for the mining industry… Read this post →
