producEr of Flake Graphite 2015 New Lump-Vein Graphite ... Graphite map 2015_print.pdf · Flake...

Flake Graphite 2015Flake graphite demand and trade flowswww.indmin.com

Andrew Miller, Analyst, Industrial Minerals Data, amiller@indmin.com

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Benjamin Ash, Advertising Sales, bash@indmin.com

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Top consumer countries Producers

Exploration

Alabama GraphiteIndicated: 38.2m tonnes (2.6%)Inferred: 27m tonnes (2.87%)

Archer ExplorationMeasured: 339,000 tonnes (14.8%)Indicated: 1.056m tonnes (12.7%)Inferred: 837,000 (10.7%)

Energizer ResourcesMeasured: 23.62m tonnes (6.32%)Indicated: 76.75m tonnes (6.25%)Inferred: 40.91m tonnes (5.78%)

Focus GraphiteMeasured and Indicated: 9.567m tonnes (14.77%)Inferred: 3.1m tonnes (13.25%)Proven and probable reserves: 7.857m tonnes

Graphite OneInferred: 95.93m tonnes (7.2%)

Lamboo ResourcesMcIntosh:Indicated: 4.5m tonnes (4.7%)Inferred: 2.6m tonnes (4.7%)Geumam: Indicated: 1.5m tonnes (6.6%)Inferred: 3.9m tonnes (4.9%)

Lincoln MineralsIndicated: 1.47m tonnesInferred: 730,000 tonnes (15%)

Mason GraphiteMeasured and Indicated: 50m tonnes (15.67%)Inferred: 11.86m tonnes (17.11%)

Northern GraphiteMeasured and indicated: 69.791m tonnes (1.74%)Inferred: 24m tonnes (1.65%)Probable reserves: 28.3m tonnes

Ontario GraphiteIndicated: 51.5m tonnes (2.14%)Inferred: 46.8m tonnes (2.0%)

Syrah ResourcesInferred: 1.15bn tonnes (10.2%)

Talga ResourcesNunasvaara:Indicated: 5.6m tonnes (24.6%)Inferred: 2m tonnes (24%)Raitajärvi:Indicated: 3.4m tonnes (7.3%)Inferred: 0.9m tonnes (6.4%)

Agrawal Graphite Industries Odisha, India

Chotanagpur Graphite Industries Jharkhand, India

Eagle Graphite Corp.Nelson, Canada

Etablissements Gallois SAToamasina, Madagascar

Flinders ResourcesWoxna, Sweden

Grafi te do BrasilExtractive Metaquina, Brazil

Imerys Graphite & CarbonLac-des-liles, Canada

JSC UralgraphiteTaiginsky, Russia

Myeongji Mining Co/ KoresJeongchon-gun, North Korea

Nacional de Grafi teMinas Gerais, Brazil

Power Stand DevelopmentAtsinanana, Madagascar

Skaland GraphiteTraelen, Norway

Stratmin Global ResourcesLoharano, Madagascar

Tamil Nadu Minerals Limited Tamil Nadu, India

Tirupati Carbons Jharkhand, India

Valence IndustriesUley, Australia

Zavalyevsky Graphite ComplexZavalye, Ukraine

Zimbabwe German Graphite MinesKaroi, Zimbabwe

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China’s producingprovinces

Heilongjiang

Henan

Shandong

Shanxi

Inner Mongolia

Hubei

Hebei

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China

UK

Belgium

TurkeyIran

Czech Republic

Austria

Poland

Italy

Russia

India

Brazil

USA

Mexico

Canada

Japan

South Korea

Philippines

Indonesia

Germany

France

Spain

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AT THE HEART OF GRAPHITE AND CARBON…SINCE 1908.

imerys-graphite-and-carbon.com

Profi le: EuropeActive producers: Germany, Norway, Russia, Sweden, Ukraine

Top consumers: Germany, Austria, Turkey

Total consumption: 91,500 tonnes

Active exploration: Sweden, Czech Republic

Profi le: Africa

Active producers: Madagascar, Zimbabwe

Top consumers: N/A

Total consumption: 1,000 tonnes

Active exploration: Madagascar, Mozambique, Namibia

Profi le: North Amercia

Active producers: Canada

Top consumers: Canada, USA

Total consumption: 54,500 tonnes

Active exploration: Canada, Mexico, USA

Profi le: Asia

Active producers: China, India

Top consumers: China, India, Japan

Total consumption: 197,000 tonnes

Active exploration: China, India, South Korea

A World Class Low Cost High Grade High Purity Technology Graphite Project – Now in Development

THE MOST ADVANCED GRAPHITE PROJECT IN NORTH AMERICA

TSX-V: FMS | OTCQX: FCSMF | FSE: FKCfocusgraphite.com TSX-V: FMS | OTCQX: FCSMF | FSE: FKC

China

Refractories40%Batteries

10%

Foundries & crucibles30%

Lubricants10%

Other10%

Brazil

Refractories32%

Foundries & crucibles26%

Lubricants14%

Other28%

India

Refractories31%

Foundries & crucibles29%

Lubricants 6%

Other34%

USA

Refractories63%

Batteries 4%Foundries & crucibles 3%

Lubricants 2%

Other28%

Germany

Refractories53%

Foundries & crucibles20%

Lubricants12%

Other15%

Key:>50,000

20,000-30,000

5,000-10,000

10,000-20,000

2,000-5,000

40,000-50,000

30,000-40,000

Natural high purity crystalline vein graphite from Sri Lanka

www.graphite.com.co www.boraboraresources.com.au

KOOKABURRA GULLY

A World Class Flake Graphite Deposit Global Top 10 Resource targeting production in 2015

Up to 43% total graphitic carbon (TGC) Aiming to produce 25,000 to 50,000 tonnes per annum

of high purity 93-99% TGC flake graphite products Large exploration and resource upside

Historic Australian graphite mining region Foundation partner of

Qingdao International Graphite Exchange

For further information see our website www.lincolnminerals.com.au

ASX: LML 28 Greenhill Road, Wayville South Australia 5034

New Lump-Vein Graphite Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.comNew Lump-Vein Graphite

Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.com

New Lump-Vein Graphite Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.com

New Lump-Vein Graphite Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.com

New Lump-Vein Graphite Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.com

New Lump-Vein Graphite Discovery in Quebec, Canada

www.canadacarbon.cominfo@canadacarbon.com

N-9385 Skaland, Norway

tlf. +47 77859600

www.graphite.no

skaland@grafit.no

– a company in the LNS-group

EuropE’S major producEr of cryStaLLiNE

graphitE

Port of Mobile

WWW.ALABAMAGRAPHITE.COMTSX-V:ALP OTCQX:ABGPF FWB:1AG

+1 (609) 785-1581

Flake Graphite, Made in the USA

Developing to Supply Growing US Technological Demand

Two Advanced Stage Projects in Heart of THE Prolific US Graphite District

Proximity to Deliver Just-In-Time Anywhere in USA

Mozambique minerals, Australian expertise, Universal potential

•Worldclasslocationanddeposit

•Multiplehighgradeflakegraphiteand

vanadiumzonesidentifiedin5.2km²

mineralisationfootprint

•Highgradesofupto30.5%TGCand

0.64%V2O5

•Graphiteconcentratesofupto97.3%

•Marketleaderpotentialtobecomeoneofthe

lowestcostgraphiteandvanadiumproducers

•Aggressiveexplorationanddevelopment

programs

•Dedicatedandskilledboardandlongterm

strategicvision

Mozambique minerals, Australian expertise, Universal potential

• World class location and deposit • Multiple high grade flake graphite and vanadium zones

identified in 5.2km² mineralisation footprint • High grades of up to 30.5%TGC and 0.64%V2O5 • Graphite concentrates of up to 97.3% • Market leader potential to become one of the lowest cost

graphite and vanadium producers • Aggressive exploration and development programs • Dedicated and skilled board and long term strategic vision

PO Box 1518 WEST PERTH WA 6872 P : 61 8 6489 2555 F: 61 8 9388 1252 www.tritonmineralsltd.com.au

Mozambique minerals, Australian expertise, Universal potential

• World class location and deposit • Multiple high grade flake graphite and vanadium zones

identified in 5.2km² mineralisation footprint • High grades of up to 30.5%TGC and 0.64%V2O5 • Graphite concentrates of up to 97.3% • Market leader potential to become one of the lowest cost

graphite and vanadium producers • Aggressive exploration and development programs • Dedicated and skilled board and long term strategic vision

PO Box 1518 WEST PERTH WA 6872 P : 61 8 6489 2555 F: 61 8 9388 1252 www.tritonmineralsltd.com.au

POBox1518WESTPERTHWA6872

P:61864892555F:61893881252

www.tritonmineralsltd.com.au

Magnis ResourcesL I M I T E D

MAGNIS RESOURCES LIMITEDABN 26 115 111 763

Suite 915, 301 George Street

Sydney NSW 2000

TEL +61 2 8068 6428

FAX +61 2 8068 6451

info@magnis.com.au

www.magnis.com.au

Nachu Graphite Project

• High grade graphite intercepts on multiple blocks

• Close to surface / Low cost mining operation

• High percentage of graphite flakes in the large to

jumbo categories

Pricesl 36 archive prices and 7 historicall Flake, Amorphous, Vein, Sphericall Full access back to 1988

Analysisl Price changesl Dedicated team of analystsl Supply and demand: trends and insight

Comprehensive data & analysis intothe global natural graphite industry

Call: +44 (0) 20 7779 8032Email: bspray@indmin.comVisit: www.indmin.com/Free-Trial

IMData_Graphite_2014_IMHPh_2_IM 210x145 24/01/2014 11:54 Page 1

Comprehensive data and analysis for

global mineral industries. Graphite and

fluorspar available now.

LONDON, UK

Andy Miller, Analyst

amiller@indmin.com

Shruti Salwan, Analyst

ssalwan@indmin.com

SHANGHAI, CHINA

Albert Li, Analyst

ali@indmin.com

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