Last August, my colleague Josh Wright of Rowton Ltd., presented some research conducted with Allan Trench (The University of Western Australia) and myself, at the Argus Media China Metals Week Conference in Beijing, China. The presentation was entitled "Which battery metals will be the winners in the energy transition?" and is available on Slideshare: https://www.slideshare.net/JohnSykes/battery-metals-the-energy-transition-wright-et-al-sep-2016-greenfields-research-rowton-ltd-centre-for-exploration-targeting-the-university-of-western-australia The key points of… Read this post →
Today I've co-authored an article with Allan Trench for his weekly Strictly Boardroom column on MiningNewspremium.net, entitled "2014 IPOs - Rewards for the Brave". Unsurprisingly the article covers the 2014 minerals IPO performance tracking the continued dearth of minerals Initial Public Offerings (IPOs), noting that even fewer new minerals companies listed on the Australian Securities Exchange (ASX) last year. In addition,… 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 →
Adelaide, Australia Yesterday Allan Trench presented a paper we co-authoured on "Perspectives on Mineral Commodity Price Cycles and their Relevance to Underground Mining" to the 12th AusIMM Underground Operators Conference, in Adelaide, Australia. The paper is available in the proceedings (digital and paper) through the AusIMM. The abstract is below: Mineral commodity prices are subject to volatility over both the… Read this post →
In a recent in depth article we discussed “What’s hot, what’s not and why” in the commodities world, based on a presentation by CRU Group at the ITRI International Tin Conference last month. Looking at the medium term prospects for a number of commodities, the article concluded that for a commodity to be “hot” with strong positive price fundamentals it… Read this post →
