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Elements of Power by David Abraham: Invaluable intro to the ‘critical metals’

- By: John P Sykes
Posted in: Blog, Book Reviews, Commodities, Exploration, Mineral Economics, Mineral Policy, Mining, Recommended

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Book Review: The Elements of Power: Gadgets, Guns, and the Struggle for a Sustainable Future in the Rare Metal Age By David S. Abraham Amongst the flurry of books over the last few years focusing on the geopolitics of metals and mining, and in particular the so-called ‘critical metals’ David Abraham’s effort “The Elements of Power” promises a less-hyperbolic and…
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Selling the rare earths story

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Exploration, Mining, Travel

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It has been hard not to notice the recent furore over “rare earth elements”. China provides over 90% of the mined supply of these elements, and for some elements, all of the world’s supply. This has worried governments and consumers in North America, Europe and non-Chinese Asia. A scramble to develop rare earth mines outside China has begun and miners,…
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Supercycles and supply chains

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mining, Travel

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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…
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Bullish at the ITRI Tin Conference

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Mining, Travel

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Greenfields recently spent the week in the junior mining hub of Vancouver. We were there to present the results of a tin mine cost modelling exercise to the board of ITRI, the tin industry body, and to attend ITRI’s International Tin Conference. The conference left us with multiple reasons to be bullish about tin. Plenty of positives for tin The…
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Mining Journal Gold Seminar raises political risk worries

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Exploration, Mining, Travel

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London's mining scene gathered in force at the Mining Journal's Gold Day. However, we left with concerns about the extent to which gold prices are being supported by investors, and about increasing political risk for gold miners, which is reducing some miners' leverage to the booming gold price. Investor-supported gold Just how much the current high gold price has been…
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