Monthly Archives

October 2017

Mineral Sands — Shifting Up A Gear

By | Sector Report | No Comments

In a full sector report, we take a detailed look at where things stand in the mineral sands sector. Over the past 18 months the mineral sands industry has moved through an inflexion point, creating the most favourable outlook for companies in the past five years. Product prices for TiO2 feedstock and pigment have been rising, and both markets are…

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Graphite — Coming to the Party or a Massive Flake?

By | Reports | No Comments

The Alchemist, Issue 33: Graphite has been threatening to take off since 2014, when Tesla Motors announced plans to build a lithium-ion (Li-ion) battery gigafactory (despite their name, Li-ion batteries require significantly more graphite than lithium to produce). Since the announcement, graphite prices have fallen, with demand not increasing to the high levels that were forecast, and a number of…

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