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 →
The International Tin Research Institute (ITRI) has released a new free report on the tin industry and its role in "sustainable development". The report also includes the essentials of tin economics and looks pretty smart. I do a considerable amount of consultancy for ITRI in designing their tin mine cost model and contributing to their industry reports and presentations, so… Read this post →
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,… 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 →
