1
Flake Graphite 2015 Flake graphite demand and trade flows www.indmin.com Andrew Miller, Analyst, Industrial Minerals Data, [email protected] Gabriella Kiss, Advertising Sales, [email protected] Benjamin Ash, Advertising Sales, [email protected] >indmin.com/GraphiteAnalysis >indmin.com/GraphitePrices Top consumer countries Producers Exploration Alabama Graphite Indicated: 38.2m tonnes (2.6%) Inferred: 27m tonnes (2.87%) Archer Exploration Measured: 339,000 tonnes (14.8%) Indicated: 1.056m tonnes (12.7%) Inferred: 837,000 (10.7%) Energizer Resources Measured: 23.62m tonnes (6.32%) Indicated: 76.75m tonnes (6.25%) Inferred: 40.91m tonnes (5.78%) Focus Graphite Measured and Indicated: 9.567m tonnes (14.77%) Inferred: 3.1m tonnes (13.25%) Proven and probable reserves: 7.857m tonnes Graphite One Inferred: 95.93m tonnes (7.2%) Lamboo Resources McIntosh: 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 Minerals Indicated: 1.47m tonnes Inferred: 730,000 tonnes (15%) Mason Graphite Measured and Indicated: 50m tonnes (15.67%) Inferred: 11.86m tonnes (17.11%) Northern Graphite Measured and indicated: 69.791m tonnes (1.74%) Inferred: 24m tonnes (1.65%) Probable reserves: 28.3m tonnes Ontario Graphite Indicated: 51.5m tonnes (2.14%) Inferred: 46.8m tonnes (2.0%) Syrah Resources Inferred: 1.15bn tonnes (10.2%) Talga Resources Nunasvaara: 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 SA Toamasina, Madagascar Flinders Resources Woxna, Sweden Grafite do Brasil Extractive Metaquina, Brazil Imerys Graphite & Carbon Lac-des-liles, Canada JSC Uralgraphite Taiginsky, Russia Myeongji Mining Co/ Kores Jeongchon-gun, North Korea Nacional de Grafite Minas Gerais, Brazil Power Stand Development Atsinanana, Madagascar Skaland Graphite Traelen, Norway Stratmin Global Resources Loharano, Madagascar Tamil Nadu Minerals Limited Tamil Nadu, India Tirupati Carbons Jharkhand, India Valence Industries Uley, Australia Zavalyevsky Graphite Complex Zavalye, Ukraine Zimbabwe German Graphite Mines Karoi, Zimbabwe 12 1 1 17 17 3 10 10 10 10 4 2 16 16 6 6 5 2 2 6 12 12 7 11 11 China’s producing provinces Heilongjiang Henan Shandong Shanxi Inner Mongolia Hubei Hebei 1 1 3 3 2 2 4 4 5 5 6 6 7 7 8 3 3 9 8 8 10 11 6 13 13 14 1 1 7 7 18 18 15 15 9 9 4 4 5 5 14 China UK Belgium Turkey Iran Czech Republic Austria Poland Italy Russia India Brazil USA Mexico Canada Japan South Korea Philippines Indonesia Germany France Spain 3 7 8 9 10 AT THE HEART OF GRAPHITE AND CARBON …SINCE 1908. imerys-graphite-and-carbon.com Profile: Europe Active producers: Germany, Norway, Russia, Sweden, Ukraine Top consumers: Germany, Austria, Turkey Total consumption: 91,500 tonnes Active exploration: Sweden, Czech Republic Profile: Africa Active producers: Madagascar, Zimbabwe Top consumers: N/A Total consumption: 1,000 tonnes Active exploration: Madagascar, Mozambique, Namibia Profile: North Amercia Active producers: Canada Top consumers: Canada, USA Total consumption: 54,500 tonnes Active exploration: Canada, Mexico, USA Profile: 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: FKC focusgraphite.com TSX-V: FMS | OTCQX: FCSMF | FSE: FKC China Refractories 40% Batteries 10% Foundries & crucibles 30% Lubricants 10% Other 10% Brazil Refractories 32% Foundries & crucibles 26% Lubricants 14% Other 28% India Refractories 31% Foundries & crucibles 29% Lubricants 6% Other 34% USA Refractories 63% Batteries 4% Foundries & crucibles 3% Lubricants 2% Other 28% Germany Refractories 53% Foundries & crucibles 20% Lubricants 12% Other 15% 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 New Lump-Vein Graphite Discovery in Quebec, Canada www.canadacarbon.com [email protected] N-9385 Skaland, Norway tlf. +47 77859600 www.graphite.no [email protected] – a company in the LNS-group EUROPE’S MAJOR PRODUCER OF CRYSTALLINE GRAPHITE Port of Mobile WWW.ALABAMAGRAPHITE.COM TSX-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 • 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%V 2 O 5 • 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 Magnis Resources L I M I T E D MAGNIS RESOURCES LIMITED ABN 26 115 111 763 Suite 915, 301 George Street Sydney NSW 2000 TEL +61 2 8068 6428 FAX +61 2 8068 6451 [email protected] 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 Prices l 36 archive prices and 7 historical l Flake, Amorphous, Vein, Spherical l Full access back to 1988 Analysis l Price changes l Dedicated team of analysts l Supply and demand: trends and insight Comprehensive data and analysis for global mineral industries. Graphite and fluorspar available now. LONDON, UK Andy Miller, Analyst [email protected] Shruti Salwan, Analyst [email protected] SHANGHAI, CHINA Albert Li, Analyst [email protected] 2 4 5 6 11 12

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Page 1: producEr of Flake Graphite 2015 New Lump-Vein Graphite ... Graphite map 2015_print.pdf · Flake Graphite 2015 Flake graphite demand and trade flows Andrew Miller, Analyst, Industrial

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

Andrew Miller, Analyst, Industrial Minerals Data, [email protected]

Gabriella Kiss, Advertising Sales, [email protected]

Benjamin Ash, Advertising Sales, [email protected]

>indmin.com/GraphiteAnalysis >indmin.com/GraphitePrices

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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16

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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

3

7

8

910

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

[email protected] Lump-Vein Graphite

Discovery in Quebec, Canada

[email protected]

New Lump-Vein Graphite Discovery in Quebec, Canada

[email protected]

New Lump-Vein Graphite Discovery in Quebec, Canada

[email protected]

New Lump-Vein Graphite Discovery in Quebec, Canada

[email protected]

New Lump-Vein Graphite Discovery in Quebec, Canada

[email protected]

N-9385 Skaland, Norway

tlf. +47 77859600

www.graphite.no

[email protected]

– 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

[email protected]

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: [email protected]: 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

[email protected]

Shruti Salwan, Analyst

[email protected]

SHANGHAI, CHINA

Albert Li, Analyst

[email protected]

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