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Shock and ore: Minerals for the defence industry

- By: John P Sykes
Posted in: Blog, Commodities, Media, Publications, Strategy

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Another Strictly Boardroom article published last year looked at the role of metals and minerals in the defence industry. The issue of 'critical' or 'strategic' minerals, particularly for the defence industry has been of increased salience in recent years. Whilst the military broadly uses most metals and minerals - it uses buildings, automobiles, and consumer products, just like the rest…
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Which markets are the future stars of the ‘critical metals’ industry?

- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Exploration, Mineral Economics, Mineral Policy, Mining, Publications

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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…
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The pleasure and pain of sexy metals

- By: John P Sykes
Posted in: Blog, Commodities, Exploration, Mineral Economics, Mining

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In Allan Trench's Strictly Boardroom column on MiningNewsPremium.net today, I have helped him co-author an article entitled "The pleasure and pain of sexy metals". The article looks at the challenges in developing some of the so-called 'sexy metals' such as bismuth, cobalt, graphite, lithium, niobium, phosphate, potash, radium, rare earths, sulphuric acid, tantalum, tungsten, uranium and vanadium (admittedly some of these are…
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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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Greenfields Research Commodity Price Barometer: In the eye of the storm

- By: John P Sykes
Posted in: Blog, Commodities, Mineral Economics

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The new year gives us the chance to review commodity price performance over the last year, and a bit longer. It doesn’t take much insight to realise the industry is in somewhat of a malaise; however, it is always useful to understand the data and check our perceptions match reality. For this we’ll use the Greenfields Research Commodity Price Barometer©.…
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