In the continued catch-up on September's Strictly Boardroom articles on MiningNewsPremium.net with Allan Trench, last week's article (12th Sept) was about Western Australian iron ore major Fortescue Metals Group (FMG), pizzas and electric car maker Tesla ("FMG makes good pizzas"). The obscure trifecta is linked by a corporate strategy example. The example focuses on an anonymous mid-tier pizza chain locked… Read this post →
I'm currently on holiday in Japan, the world's largest importer of rare earth metals. Whilst I'm here to support my wife giving her first international conference presentation at a paediatrics conference in Nikko, enjoy the bustle of Tokyo and meditate in the surrounds of Kyoto in autumn, it did seem appropriate to post my most recent presentation on rare earths,… 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 →
Considering it has provided most of the world's tin, the South East Asian Tinbelt is probably not as well known and understood as it should be. This visit highlighted the fundamental long-term supply challenges the industry faces and the implications this has for the LME's least-followed metal. Our bullish travel account provides a background on the tin mining industry, a… Read this post →
