Earlier this year, I was privileged to present at the Australian Institute of Geoscientists (AIG) Lithium and Graphite Seminar, on the subject of "Entering complex concave metal markets: Lessons from the previous lithium and rare earths booms for the current lithium and graphite booms" with co-authors Allan Trench (University of Western Australia - UWA), Matthew Greentree (SRK Consulting), Sam Davies… Read this post →
Last year I presented a keynote at the Argus Media-Metal Pages China Metals Week in Guangzhou, entitled "Which markets are the future stars of the 'critical metals' industry?" The presentation looks at which of the critical metals, those defined as small important metal markets with supply constraints, have the potential to outgrow their current constraints and become large, industrial metals… Read this post →
July brings a chance to take stock on commodity price movements so far in 2015, as we pass the year mid-point; and here in Western Australia we enter the thick of winter, which is only marginally colder than the record summer temperatures being reported in my homeland. Commodity prices however continue to be more of the wintery sort. The mid-year… Read this post →
A belated happy 2015 to you all! As with many over the new year period, Greenfields has been taking stock of the last year and pondering over the coming year. As part of this exercise it was time to update the Greenfields Research Commodity Price Barometer for 2014 and see if the commodities weather was really as bad as it… Read this post →
