Galaxy Begins Shipping Lithium from Mt. Cattlin
This article first appeared on InvestorIntel on the 12th December 2016. It features some of my thoughts on Galaxy Lithium and the latest shipping from Mt. Cattlin. 16 November– Galaxy Resources Limited (ASX: GXY) (“Galaxy”) commences ore commissioning and lithium concentrate production 22 November – Galaxy awards Mt. Cattlin Mining Contract 29 November– Galaxy nominates first […]
Ferrochrome Waking Up From An Eight Year Nightmare
Merafe published its European ferrochrome benchmark for 1Q17 at $1.65/lb, up from $1.10 in the fourth quarter. These higher prices loook like they’ve been accepted by consumers, in particular, the Chinese stainless steelmakers. At a price of $1.65, this will translate to around $1.50/lb, CIF, which means there is still $0.15/lb on the upperside. The […]
The Internet of Things
The Internet of things: Can Machines Save South Africa’s Mines? This a sobering presentation for the South African mining industry. It is raw, honest and calls to action mining participants to tackle the industry head-on. The presentation was initially presented at ELB’s Open Day in the first half of 2015 to a select group of […]
Does China Intend To Own ALL The World’s Rare Earths?
Core Consultants has just released its December rare earth report- the last report for 2016! It has certainly been a controversial year for the rare earth industry not least with policy changes within China, false starts as regards stockpiling and the finalisation of China’s six mega rare earth entities. Molycorp has gone bankrupt and Lynas […]
Institutional Challenges Overshadow Zambia And DRC
David Creamer, CEO of Core Africa and Lara Smith were interviewed by Nadine James from Mining Weekly regarding the challenges facing mining in the DRC and Zambia. These jurisdictions are famous for their copper assets, but socioeconomic challenges, political and legislative issues continue to undermine development in these regions. Read the article below, or click […]
From Kolwezi To iPhones: The Cobalt Supply Chain
On the 30th September 2016, The Washington Post published an extremely indepth and informative article on the horrors of the cobalt supply chain in the DRC. We have seen recent breakthroughs in understanding the conflict mineral supply chain, with Amnesty International publishing the first report “This is what we die for” (6 January 2016). The […]
Bauxite Prices Constrained Owing To Surplus Aluminium Stocks
In August Core Consultants reviewed a feasibility study for a bauxite deposit in Guinea. The report focused on the economic feasibility of developing the deposit along with commissioning an alumina smelter and aluminum refinery. In fulfillment of the study, Core Consultants’ considered whether there may be alternative sources of bauxite available and also looked at […]
China Consolidates South Rare Earth Group
Core Consultants released its August 2016 Monthly Rare Earth Report. The main topics discussed in this feature include: China consolidates South Rare Earth Group Development of cerium/aluminium alloy China reducing windpower waste China had a target to establish six rare earth entities by the end of 1H16. At the end of June, the expert panel […]
Nickel Market To Move Into Deficit This Year
This article first appeared on InvestorIntel on the 2nd of August 2016 and describes Core Consultants’ view of the nickel market Nickel has found some strong bidding interest in the last few months for the first time since late 2015. Nickel is a versatile metal element that gives alloys corrosion resistance and the ability to withstand […]
Bauxite Prices Buoyed by Chinese Demand
The article was first published on InvestorIntel and discusses the fact that bauxite prices held up over the last year while those of other commodities fell drastically. As ever, the main driver behind these prices was China, whose demand created a spot market for bauxite. However, given the capital costs associated with smelters and refiners, the […]