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What direction are industrial minerals heading?

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Simon Moores
Simon Moores

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? Simon Moores, Deputy Editor Industrial Minerals UK
A view from the end markets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Construction & cars ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Activity dries up ,[object Object],[object Object],[object Object],[object Object],[object Object]
Impact 1: Destocking Whatever happens downstream is accentuated upstream
Impact 2: Sales fall, production falls ,[object Object],Austria, Europe (Refractory manufacturer) 33% H1 2009 27.5% H1 2009 Brazil, South America (Refractory manufacturer)
Impact 2: Sales fall, production falls ,[object Object],Wollastonite USA, North America Demand Market 40% Cars (June 2009) Kaolin Brazil, South America 53.3% Paper (Q1 2009)
[object Object],[object Object],Impact 2: Sales fall, production falls USA, North America 8% Cars Demand Market (H1 2009) 12% Construction
Emerging directions: Fertiliser
 
 
 
 
New Energy: electric vehicles (EV) ,[object Object],[object Object]
New Energy : Lithium
New Energy : Lithium/EV ,[object Object]
New Energy: Lithium/EV
New Energy: Lithium/EV
New Energy: Lithium/EV ,[object Object],[object Object],[object Object],[object Object]
 

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What direction are industrial minerals heading?