Some positive sentiment towards mineral sands starting to...

Some positive sentiment towards mineral sands starting to appear. Albeit the comments are directed towards producers, however mineral sands have been as most here know out of favour, so any positivity is welcome.

From a very formidable business news paper.
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Most pundits are also bullish on mineral sands, which is good news for ASX-listed producers like Iluka Resources and Base Resources.

Deutsche believes prices for two of the major mineral sands – zircon (which is used in ceramics) and titanium dioxide (which is used as a whitener in paint) – can both rise by a further $US100 per tonne in 2018.

But Deutsche analyst Paul Young adds that prices for zircon are already in "incentive pricing" territory, which means new mines could be brought into production and spoil the party before 2020.

"We can identify seven highly probable projects that should deliver an additional 240,000 tonnes (of zircon) by 2020,"

Here's to a lot more interest in what we have this year!

GLTA

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