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December 2024
Contents
- Refractory minerals in context
- Changing times, new trends
- The Big Picture
- “Criticality”
- Recycling
- China: bauxite, fused alumina, magnesia, graphite
- Andalusite
- Conclusions & Outlook
- Can we source smarter & greener?
November 2024
Contents
- Drivers – setting the scene
- Trends & Developments – who’s doing what
- USA
- South Korea
- India
- China
- Japan
- Europe
- Outlook
- Challenges – what must be done
- Opportunities – who can participate & how
October 2024
Contents
- China's refractory minerals in context
- Trends & Development Focus
- Bauxite
- Aluminas
- Magnesia
- Graphite
- Silicon carbide
- Andalusite
- Outlook
September 2023
Contents
- Drivers – setting the scene
- Trends & Developments – who’s doing what
- USA
- South Korea
- India
- China
- Japan
- Europe
- Outlook
- Challenges – what must be done
- Opportunities – who can participate & how
February 2023
Contents
- Trigger points
- Industrial minerals’ importance, “criticality”, “essentiality”
- Recent influencing factors
- New era
- Trends & developments
- Examples
- Outlook
- Challenges
- Opportunities
November 2022
Contents
- Refractory mineral overview
- Key raw materials & sources
- Supply situation
- Influencing Factors
- China
- India
- Energy
- Logistics
- Corporate Strategy
- Recycling
- Spotlight: bauxite, magnesia, graphite, andalusite
- Outlook
July 2022
Contents
- Industrial minerals: importance, 'criticality', 'essentiality'
- New era of recycling: trends & developments, examples
- Outlook
- Challenges
- Opportunities
May 2022
Contents
- Refractory mineral overview: Key raw materials & sources
- Supply situation: China supply dominance & issues: end game?
- Outlook
- Influencing Trends
- Spotlight: bauxite, magnesia, graphite, andalusite
March 2022
Contents
- Refractory mineral overview: Key raw materials & sources
- Supply situation: China supply dominance & issues: end game?
- Outlook
- Influencing Trends
- Spotlight: bauxite, magnesia, graphite, andalusite
November 2021
Contents
- Introduction to China Refractory Minerals Forum 2021 ONLINE
- Refractory producers squeezed by mineral supply crisis
- Refractory mineral overview & China’s role
- What’s happening & why?
- Outlook
June 2021
Contents
- Source, grade & market diversity
- Market trends
- Overall influencing factors
- Key corporate M&A since MagForum 2019
April 2021
Contents
- Supply chain fundamentals
- The Rule of Six
- Industrial mineral 'Criticality' + 'Essentiality'
- China in change
- Emergence of hi-tech growth markets
- Accelerated recycling
- Environment
- Corporate & Government re-adjustment
September 2020
Contents
- The industrial minerals market: Structure | Drivers
- COVID Impact: Supply chain options | China
- COVID Impact: End user market impact
- Case studies: Steel | Oilfield
- Outlook: General | Strategic Sourcing | Recycling
July 2020
Contents
- The industrial minerals market: What makes it tick?
- Fallout: Supply chain impact
- Fallout: End user market impact
- Case studies: Steel | Oilfield
- Outlook
July 2020
Contents
- Our View on the Economy
- Unique Factors to the Downturn
- Implications for M&A
- Comments on China
- Opportunities for SMEs
July 2020
Contents
- Refractory minerals & magnesia
- World magnesia supply & trade
- Trends & developments
- The China Factor stimulus
- Overall overseas response
- Spotlight on: Refratechnik | Magnezit | RHI Magnesita
- Outlook
Updated Annually: April 2020
Contents
- What are industrial minerals?
- Why are they so important?
- How is the market structured?
- How is the market driven?
- Key takeaways
- Which key factors influence success?
- Potential investment indicators
September 2019
Contents
- Refractory minerals & China
- China & World magnesia supply & trade
- China in change
- World supply response: trends & developments
- Outlook: are we seeing a step change in supply?
September 2018
Contents
- Context of refractory minerals & China
- Why 2017 was a game changer
- Specific mineral trends & developments: Magnesite | Bauxite | BFA
- Outlook: China | Outside China
June 2018
Contents
- Context of refractory minerals & China
- Why 2017 was a game changer
- Specific mineral trends & developments: Magnesite | Bauxite | BFA | Graphite
- Outlook
March 2018
Contents
- Magnesia Basics
- Resources & Production
- Trends & Developments
- Outlook
November 2017
Contents
- Overview: Refractory Market Context
- China: Influencing Factors
- Consequences for Market
- Market Response
- Consolidation & Vertical Integration
- Outlook
September 2017
Updated November 2017
Contents
- Magnesia Basics
- Resources, Production, & Trade
- Trends & Developments: Existing Producers; Emerging Players; China
- Outlook
May 2017
Contents
- Minerals in drilling
- Energy supply and demand: the big picture
Fuel mix outlook
World oil and gas supply
Rise of EV
- Drilling rig activity
- Outlook
February 2017
Contents
- Industrial mineral supply chain context
- Recycling drivers
- Examples: Refractories, Li-ion Batteries
- Outlook: Challenges, Opportunities
January 2017
Contents
- Setting the scene: Industrial minerals, supply chain, & recycling
- Li-ion battery recycling: Where are we now?
- Outlook: Influencing factors, challenges, what next?
June 2016
Contents
- Wide range of minerals used
- Drilling fluid composition
- Primary oilfield mineral applications
- Rig count activity vs mineral demand
- Market forecasts
- Outlook
May 2016
Contents
- Austria: home of magnesia
- World of magnesia: a world of diversity
- Diversity by source
- Diversity by grade
- Diversity by markets
April 2016
Contents
- Why Mineral Logistics?
- Logistics in the mineral supply chain
- Influencing the price of minerals
- EU mineral demand: limited sources
- Example: Seqi Olivine’s development, logistics, demise
March 2016
Contents
- Why mineral recycling? What are Secondary Raw Materials?
- Moving towards a circular economy
- Industrial minerals market structure
- Supply chain options
- Secondary Raw Materials for industrial mineral markets
- Refractory minerals and refractory recycling
- Drivers
- Indicators
- Challenges
- Outlook
December 2015
Contents
1. What are industrial minerals & why are they so important?
2. How is the market structured?
3. How is the market driven?
4. Summary:
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September 2015
Contents
1. Big Picture: Industrial minerals & their supply chain
2. Refractory minerals overview
3. Refractory minerals focus: Magnesia, Graphite, Bauxite, Andalusite
4. Conclusions & Outlook
February 2015
Contents
1. Hydraulic fracturing
2. Proppants
3. Ceramic proppants (CP) & raw materials
4. Trends and developments
5. Outlook
6. Conclusions
January 2015
- Logistics is one of the most important factors in the industrial mineral supply chain
- It can account for up to 70% of the mineral's delivered price.
- Challenges in supply source location.
- Diversification in modes of transport.