I don't know if this is the big one but we are close
What does this mean for Graphene/SL Vein Graphite and MRL Corporation ????
It means in my opinion that all the chickens are coming home to roast and assets like Strategic Materials; assets like SL Vein are growing at a huge rate!
MRL Corporation just set itself apart and with conservative targets; discipline; Structure and Management they are on the way there.
I predict a Graphite Boom and also predict a rerate for MRL Corporation like MR Grigor suggested in the Research Report.
The 6th edition of Graphene Conference series, the largest European Event in Graphene and 2D Materials, will be organized in Genoa (Italy) from the 19th until the 22th of April 2016.Over the past 5 editions, the Graphene Conference strengthened its position as the main meeting point of the Graphene community Worldwide.
Graphene 2016 will feature:
- A plenary session with internationally renowned speakers.
- An industrial forum with focus on Graphene Commercialization
- Extensive thematic workshops in parallel
(Metrology, Characterization & Standardization, Health & Medical Applications, Theory & Simulation, Production & Applications of graphene and related materials, Energy and Worldwide Graphene Initiatives, Funding & Priorities)
- An important exhibition carried out with the latest Graphene trends.
- Brokerage event
The Gold Report: In a recent Benchmark Mineral Intelligence report, "Mineral Supply Chain Visibility: Impact of Disruptive Technologies on Critical Raw Materials," you make the case that supply chain visibility will become increasingly important in the critical minerals space. Please briefly explain why. Simon Moores: We've noticed that during the rare earth element bubble in 2010–2011, people didn't know what these niche minerals that go into everyday critical technologies were or where they were sourced. We've seen that knowledge grow in the last five years and downstream companies like Apple Inc. (AAPL) and Tesla Motors Inc. (TSLA) are now aware of what the raw materials are and where they come from.
Awareness in these niche minerals of growing importance, such as graphite, lithium and cobalt, is now occurring throughout the supply chain and not just in the upstream portion with the mining or processing companies. The downstream companies are paying attention and they buy the raw materials to manufacture these disruptive technologies. Supply chain visibility is rising. Andrew Miller: Supply chains are going to become increasingly important. As these new technologies rapidly develop, both traditional industrial end users and newer high-tech buyers of these raw materials need to know more about the global supply pattern—factors that can impact their business. It's basic risk management in today's world.
They can't just rely on their traders or distributors for intelligence. End users are now aware of the need for a more global, independent picture on supply, demand and prices. TGR: Is that happening? SM: We haven't seen companies completely change their raw materials buying patterns yet, but some are preparing for it. In the U.S., the Conflict Minerals Act was the first time specific political restrictions have been put in place for these minerals in the West for ethical reasons. Europe will introduce similar legislation early next year.
The industry will have to start thinking about buying from reputable suppliers that meet certain standards. That means that end users may no longer opt for the lowest-cost source of raw materials from places like China and Democratic Republic of the Congo (DRC) if producers in these regions don't fall in line with environmental or ethical rules. And that is key. It's not just about price anymore. It means people will start paying a premium for more ethically sourced raw materials. TGR: In the same Benchmark report you suggest that disruptive technologies are the most important new market for critical minerals. What are disruptive technologies and what are two or three specific ways these technologies are changing the markets for critical minerals? AM: Disruptive technologies are completely new markets that are creating new value chains, products such as smartphones, electric vehicles and different types of energy storage. Growth in these new markets are affecting not only their own supply chains, but also those of existing industrial markets that rely on the same raw materials.
In the longer term there will be a real need for new critical mineral supply to come onto the market. In many cases that's also going to require suppliers to become more flexible. It's not just the production out of the ground that's going to have to increase; the refining and processing capabilities have to improve and expand too. The material required by traditional critical minerals markets is quite different and more tailored from the majority of product that is needed in these new high-tech spaces. TGR: So companies developing these critical minerals projects not only have to get these elements out of the ground, but then they also have to process them in such a way to meet the specific requirements of these new end users, which can vary greatly. SM: That's right. The grades that the critical minerals sector has traditionally served up and that have become industry standards over the past few decades are now changing, and that's why critical minerals like lithium, cobalt and graphite aren't really commodities. They can't be mined out of the ground in large volumes and directly used; they are tailored specifically for the end user. With commodities it is more of a logistics game, with critical minerals is a processing game—this is where they are fundamentally different. TGR: And that is often without any firm commitment from the end users. Is the traditional offtake deal dead in the critical minerals market, at least in specific cases? SM: Offtake deals are familiar financing methods for resource companies, but it's difficult to apply that model to these minerals, which are specialist products. Critical minerals are not usually traded in the volumes that offtake contracts often serve, like, for example, iron ore. If these markets grow to reach huge volumes in the future, perhaps then they will be traded in the same way as large-scale commodities.