What direction are industrial minerals heading?

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A presentation give at Spain\'s 1st Industrial Minerals Congress in Zaragoza 25-28 May 2010 looking at global trends in the non-metallic minerals industry.

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What direction are industrial minerals heading?

  1. 1. What direction are industrial minerals heading? Simon Moores, Deputy Editor Industrial Minerals UK
  2. 2. A view from the end markets <ul><li>Construction/car manufacturing </li></ul><ul><ul><li>Primary: metals (steel), cement, glass consumption </li></ul></ul><ul><ul><li>Secondary: paints, plastics, ceramics </li></ul></ul><ul><li>Fertiliser </li></ul><ul><ul><li>An emerging industrial giant </li></ul></ul><ul><li>New energy </li></ul><ul><ul><li>Electric cars </li></ul></ul><ul><ul><li>Solar power </li></ul></ul><ul><ul><li>Wind Power </li></ul></ul>
  3. 3. Construction & cars <ul><li>Primary markets </li></ul><ul><ul><li>Steel – 70% refractory consumption = 20 main minerals </li></ul></ul><ul><ul><li>Cement – high bulk, low value </li></ul></ul><ul><ul><li>Glass - an array of filler minerals, similar to ceramics </li></ul></ul><ul><li>Secondary markets </li></ul><ul><ul><li>Plastics – filler minerals, speciality minerals </li></ul></ul><ul><ul><li>Paints – filler minerals, pigments </li></ul></ul><ul><ul><li>Ceramics – filler minerals, speciality minerals </li></ul></ul>
  4. 4. Activity dries up <ul><li>Construction </li></ul><ul><li>Cars </li></ul><ul><li>2007: 55m. Units </li></ul><ul><li>2009: 52m. Units </li></ul><ul><li>2010: 51-53m. Units </li></ul>
  5. 5. Impact 1: Destocking Whatever happens downstream is accentuated upstream
  6. 6. Impact 2: Sales fall, production falls <ul><li>Refractories </li></ul>Austria, Europe (Refractory manufacturer) 33% H1 2009 27.5% H1 2009 Brazil, South America (Refractory manufacturer)
  7. 7. Impact 2: Sales fall, production falls <ul><li>Filler minerals – kaolin, wollastonite </li></ul>Wollastonite USA, North America Demand Market 40% Cars (June 2009) Kaolin Brazil, South America 53.3% Paper (Q1 2009)
  8. 8. <ul><li>Pigment … </li></ul><ul><li>Titanium dioxide (TiO2 - an industrial guide) </li></ul>Impact 2: Sales fall, production falls USA, North America 8% Cars Demand Market (H1 2009) 12% Construction
  9. 9. Emerging directions: Fertiliser
  10. 14. New Energy: electric vehicles (EV) <ul><li>Lithium-ion batteries </li></ul><ul><li>What is lithium </li></ul>
  11. 15. New Energy : Lithium
  12. 16. New Energy : Lithium/EV <ul><ul><li>INSERT LITHIUM DEMAND PREDICTIONS </li></ul></ul>
  13. 17. New Energy: Lithium/EV
  14. 18. New Energy: Lithium/EV
  15. 19. New Energy: Lithium/EV <ul><li>Opportunities for Europe… </li></ul><ul><ul><li>No production of lithium in Europe </li></ul></ul><ul><ul><li>1 developer at present – Keliber (Nordic Mining), Finland </li></ul></ul><ul><ul><li>Europe will have one of the biggest markets for lithium </li></ul></ul>
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