The final presentation I made in 2017 was at Mines and Money in London, and the first on behalf of Richard Schodde and MinEx Consulting. Many of the companies and analysts at the conference were focused on the battery metals industry. In line with this, I was invited to give an overview of the graphite industry, its role in the… Read this post →
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 →
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… Read this post →
On Monday, an article I co-authored with Allan Trench in his Strictly Boardroom column on MiningNewsPremium.net was published. The article is entitled "Getting into bismuth" and makes the point that as an industry we should try to get to understand minor metals' markets, such as bismuth, much better. As miners seek new sources of revenues, as commodity prices fall, companies… Read this post →