16
1 ISSN 2056-6727 (Print) The magazine of the Minor Metals Trade Associaon Gas Mask Materials Minor Metals in Morocco Straight from the Earths Core 2nd Edion 2018/ February-March The CRUCIBLE

The RUILE - cdn.ymaws.com

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: The RUILE - cdn.ymaws.com

1

ISSN 2056-6727 (Print)

The magazine of the Minor Metals Trade Association

Gas Mask Materials

Minor Metals in Morocco

Straight from the Earth’s

Core

2nd Edition 2018/ February-March

The

CRUCIBLE

Page 2: The RUILE - cdn.ymaws.com

2

THE MMTA’S INTERNATIONAL MINOR METALS CONFERENCE 2018

Organised by Metal Events Ltd

The Queen Elizabeth Hotel, Montreal, Canada, 11-13 April

EXCELLENT MEMBERS’ AND NON-MEMBERS’ RATES

OVER 260 DELEGATES ALREADY REGISTERED

Register before 15 March: £900 for MMTA members and £1200 for non-members

Platinum Sponsor Gold Sponsors

WHO ATTENDS THE CONFERENCE?

Page 3: The RUILE - cdn.ymaws.com

3

Contact Us:

Address: MMTA, 33 Queen Street,

London, EC4R 1BR, UK

Tel: +44 (0)207 833 0237

Email: [email protected]

INSIDE THIS ISSUE

The MMTA promotes essential elements that add

quality, safety and enjoyment to our lives.

The MMTA is the world's leading minor metals industry organisation.

Disclaimer: The information and data contained

in this edition of the Crucible (the Material) has been compiled by the Minor Metals Trade Association (MMTA) from sources believed to be reliable at the time of writing but the MMTA makes no representa-tion or warranty (express or implied) as to the accu-racy, timeliness or completeness of the Material. The Material is provided for information purposes only, but is not to be relied upon as authoritative or taken in substitution for the exercise of the reader’s own skill and judgment. It should not be relied upon for any specific or general application without first obtaining competent advice. The MMTA, its members, staff and consultants accept no liability whatsoever (however that liability arises) for any direct, indirect or consequential loss arising from any use of the Material.

The Crucible contains links to third party websites and material and information created and main-tained by organisations other than the MMTA. These links are provided solely for your convenience. The MMTA does not guarantee the accuracy, relevance, timeliness, or completeness of any third party information or material accessed by means of a link within the Crucible. The inclusion of a link is not intended to reflect the importance of the third party materials accessed through it, nor is it intended to endorse any views expressed, accuracy of material, products or services offered or other information made available via the link.

Cobalt mining 4

Gas Masks 6

REACH Advice 7

Moroccan Minerals 10-12

Earth’s core 13

Digital trading 14

NASA alloys 15

New Member The MMTA are pleased to welcome CAI CUSTOM ALLOYS INC as a member.

CAI are vacuum metal processors & suppliers of primary and secondary raw materials including Nickel & Cobalt Based Alloys and Pure Metals that support the following:

Aerospace & Defense, Oil & Gas, Medical & Dental, Power Generation, Investment Casting , Foundry & Stainless Mills

Contact Name: Scott Kirby or Jeff Rubino

Contact Email: [email protected]

Business Phone: 815-544-4600

http://www.customalloysinc.com

Metals include: Chromium, Tantalum, Hafnium , Titanium, Molybdenum, Tungsten, Columbium, Vanadium , Rhenium, Zirconium

Member News

Hafnium breakthrough

Alkane’s wholly owned subsidiary, Australian Strategic Materials Ltd (ASM), has developed new

high‐purity hafnium dioxide products.

• Hafnium oxide exceeding 99.8% HfO2, and 99.9% (Hf+Zr)O2, has been produced using a

proprietary process to separate hafnium from zirconium at the demonstration pilot plant at

ANSTO.

• Over the past 12 months, ASM has consulted extensively with industry to confirm growing

market demand for high‐purity hafnium, which currently depends on supply from the

production of zirconium metal for specialty alloys and the nuclear industry.

• Global shortage of hafnium anticipated as demand is poised to outstrip current supply.

• Hafnium metal for super alloys is currently trading in a US$800 ‐ $900/kg range. The ASM

business case assumes a conservative product price of US$500/kg for its oxide.

• ASM will initially produce 25tpa hafnium to meet projected market demand, ramping up to

higher quantities as required.

Update from PGS Antwerp

We’re pleased to report that newly appointed MMTA warehouse PGS in Antwerp has

enjoyed a very positive response from the market.

The Global Commodities Warehouse Operators' LME desk was previously owned by

Glencore. Now operating independently and neutral again for several years, PGS is

currently studying options to have more locations approved by the MMTA.

'Potential clients are looking very favourably towards PGS due to its neutrality and

expertise in Antwerp. Our Global coverage applies to many clients and materials and

can be shifted from one continent to another, remaining under our full control' CEO

Patrick Bleijenbergh confirmed. 'Next to the excellent Antwerp facilities, clients have

shown real interest in our Asian and US operations as well.'

Mr.Bleijenbergh confirms Shanghai and Busan in Asia and Baltimore in the USA are

attractive locations for our clientele.

'Until such time, clients are warmly invited to call us for any enquiry and we look

forward to have them as our guest and customer'

[email protected] / +31(0) 6 53 194 163 / www.pglobalservices.com

Page 4: The RUILE - cdn.ymaws.com

4

COBALT: What about small scale miners? In global markets the price of cobalt, used in batteries for

high-tech products from phones to cars , has nearly tripled

to $81,500 a tonne in two years, but who are the main

beneficiaries of this rise?

In the Democratic Republic of Congo (DRC), which produced

around two-thirds of the global supply of the metal last year,

artisanal miners sell their best-quality ore for about $7,000

a tonne, bearing little correlation to how much the global

price has rocketed. Chinese entrepreneurs often dominate

the middle section of the market, purchasing the

raw cobalt from miners and selling it on for refining.

Transactions in the buying houses depend on the purity of the

ore. There are approximately 30 major kinds of cobalt-bearing

rock and over 100 more where the metal is present in smaller

quantities.

Different quality ores have varying prices offered for a tonne

with local prices advertised at "3 percent = $500" (a low quality

product) and "15 percent = $7,000" (the best quality containing

the most amount of cobalt). This cobalt component is

determined by a machine called "Metorex" which is used by

the buyer. Prices are reported to have gone up by only around

5% since the start of the year.

The middlemen then sell the raw material to operators for

semi-processing, with approximately 80% exported to China

from the ports of Dar es Salaam in Tanzania and Cape Town in

South Africa. In China, the metal is then refined with about a

dozen companies offering this stage. The main actors in this

part of the process are foreign-owned: China Molybdenum,

Rangold, Glencore, MMG, an Australian-Chinese venture, and

the Indian-controlled Chemical of Africa.

At the moment, only an initial treatment of the ore is possible

in DRC, therefore missing out on the profits from selling a more

refined product, composed mainly of hydroxide with a cobalt

content of between 20 and 40 percent.

"The production of refined cobalt in China has grown

20 percent. At 62,000 tonnes, it accounts for 60 percent of

global output," states Darton Commodities, an MMTA member

specialising in Cobalt.

"Today the world's biggest seller of cobalt is China," said

Congolese economist Musha. "The product clearly does not

benefit the Congolese economy."

The cobalt sector has attracted widespread criticism from NGOs

for use of child labour, hazardous working conditions,

corruption and theft.

Artisanal miners accounted for between 14 to 16 percent of

the 80,800 tonnes of cobalt mined in the country last year,

according to Darton.

The DRC would like to refine its minerals but has run into

problems, notably infrastructural glitches like erratic power

supplies.

The government last year signalled its intention to reform its

2002 mining code, which was seen as favouring foreign

investors at the expense of the local economy.

It wants to ensure the repatriation of at least 40 percent of the

revenue of minerals sold for export, and increase the fiscal take

from "strategic minerals."

At present, the state levies a tax of two percent on non-ferrous

metals—copper and cobalt—which is based on the value of

sales, from which some costs are deducted.

The current draft of the revised plan—now in the hands of

President Joseph Kabila—sees this rising to 10 percent.

Shareholders in big mining corporations with interests in DRC

have written to Kabila to express their concern, hoping that

this version of the law will be revised, according to industry

sources.

Read more at: https://phys.org/news/2018-02-cobalt-prices-

soar-congo-small.html#jCp

Page 5: The RUILE - cdn.ymaws.com

5

We focus on quality

Established over 21 years with an unrivalled reputation for supplying pure metals and high temperature super alloys into the aerospace, oil, medical and associated industries

Accredited ISO 9001, ISO 14001, BS OHSAS 18001

We buy & sell

Specialists in the supply of

• Mo

• W

• Nb

• Ta

• Hf

• All Nickel / Cobalt based alloys

Full revert management/processing

• Shot blast

• Size reduction/plasma

• Bar cutting

• Turnings degreased

Suppl iers of High Temp

Raw Mater ia ls & Pure Meta ls

Cal l us on 01909 569930

Emai l us at in fo@advancedal loys.co.uk

Webs ite www.advancedal loys .co .uk

Page 6: The RUILE - cdn.ymaws.com

6

Gas masks filters- Moly oxide and

copper oxide

In research that could lead to better gas mask filters, scientists at the Department of Energy's Lawrence Berkeley National Laboratory (Berkeley Lab) have been putting the X-ray spotlight on composite materials in respirators used by the military, police and first responders, and the results have been encouraging. What they are learning not only provides reassuring news about the effectiveness of current filters in protecting people from lethal compounds such as VX and sarin, but they also provide fundamental information that could lead to more advanced gas masks, as well as protective gear for civilian applications.

The project at Berkeley Lab is led by Hendrik Bluhm, a senior staff scientist with joint appointments in the Chemical Sciences Division and the Advanced Light Source (ALS). On his team are two postdoctoral researchers in the Chemical Sciences Division, Lena Trotochaud and Ashley Head. The Berkeley Lab team is part of a larger collaboration that includes researchers at the University of Maryland at College Park, Johns Hopkins University, and the U.S. Naval Research Laboratory.

The researchers pointed out that studying how metal oxides interact with small organophosphates could be relevant beyond the gas masks used by the military and emergency responders. The work they are doing could have applications in sensing technologies. In addition, less potent forms of organophosphates are widely used as pesticides and herbicides, so the findings could help the agricultural industry and environmental scientists understand what eventually happens to these substances after they are released into the environment.

"This is a project where we are working to help save lives," said Trotochaud. "That is very fulfilling."

Do the masks work?

Current gas mask filters do counter current threats, but there are large gaps in knowledge about how they do so at the molecular level, the researchers said. The question comes up because many of the filters were developed to handle a wide range of ever-changing chemical threats and to work under a variety of different conditions all over the world. During World War I, chemical warfare agents were predominantly chlorine and mustard gases.

Since then, a new class of chemical weapon came onto the scene. Sarin and venomous agent X, or VX, are nerve agents so named because they interfere with the nervous system's ability to communicate with muscles, including those that control breathing. The current materials used in gas mask filters provide effective protection against all of these compounds, despite the very different chemical properties of the gases.

Gas mask filters include activated carbon, a family of absorbents that trap toxins in millions of micro-pores. It is the same compound used to filter water and treat ingestion of poisons. The activated carbon traps the toxins, but in gas masks it is further augmented with metal oxides, such as copper and molybdenum, to help break down the toxins.

"Even though the first gas mask filters were developed before these new nerve agents emerged, the current filters are effective at capturing them, and they also seem to be good at breaking them down, but we still have some questions about the chemistry of this process," said Trotochaud. "We know it works, but we don't always know how it fails. We do know the filters sometimes stop working after a while when exposed to these organophosphorus compounds, so the chemistry of how the material is deactivated after exposure to these agents is a big part what we're studying."

The Berkeley Lab researchers targeted two metal oxides – molybdenum oxide and copper oxide – that are key working components in gas mask filters. To simulate the small organophosphorus molecules of sarin and VX, the researchers worked with dimethyl methylphosphonate (DMMP), an established proxy for sarin with similar functional groups but significantly lower toxicity.

The goal is to better understand the molecular interactions that occur as various gases are adsorbed by the gas mask filter materials, and the environmental conditions – air pollution, diesel fuel exhaust, water – that could alter performance and shelf life, so even better materials can be developed.

"Much of our early work focused on characterization," said Bluhm, the project's principal investigator. "There were a lot of details to resolve. What exactly does copper oxide do? What does molybdenum oxide do? Why does one behave differently than the other? Understanding where the differences are can make these filtration materials potentially much more efficient."

The effects of water vapor were of particular interest because of how the masks are used, noted Bluhm.

"It's a filtration mask that sits in front of our mouths, so there is high humidity as we breathe into it," he said. "Among the published findings from our project is that water vapor seems to be neutral or even beneficial for the performance of the materials."

This was reported in a 2016 study, which found that water exposure activated the composite surface in a way that facilitated the binding of the DMMP molecule, lowering the energy required to break the molecule down.

Journal reference: Journal of Physical Chemistry C

Provided by: Lawrence Berkeley National Laboratory

Read more at: https://phys.org/news/2017-12-gas-mask-

filters-people-easier.html#jCp

Page 7: The RUILE - cdn.ymaws.com

7

It’s the final countdown...

Introduction

With the final REACH registration deadline on 31 May 2018,

here are a few hints and tips if you have not yet completed the

registration. A more detailed guidance document can be

found on the REACHReady website:

https://www.cia.org.uk/reachready/REACH/REACH-Basics/

REACH 2018: Hints and Tips for an Efficient Registration

Don’t forget, MMTA members receive a 25% discount on

REACHReady Gold Membership.

Substance Identity

• Have you conducted tests on your substance to determine

its identity profile and confirm that your substance is with-

in the defined boundary composition of the SIEF?

SIEF Considerations

• Registration is based on the principle of “one substance,

one registration”, therefore with minimal exceptions, you

must be part of the joint submission

There are two main scenarios:

1. If a registration has not previously been submitted by

the SIEF, a lead registrant must be selected to submit

the lead dossier once SIEF members have gathered and

shared the information required. Where there are data

gaps testing may be required.

2. If a registration is already in place by members of the

SIEF registering at previous deadlines in 2010 and 2013,

you must gain access to the submitted data you require

for your tonnage band via a letter of access (LoA) which

can be purchased from the lead registrant. The cost of a

LoA can vary from SIEF to SIEF and depends on how

many members are within the SIEF and must be shared

in a fair, transparent and non-discriminatory way.

Prepare your Dossier in IUCLID 6

• If you are registering in the 1-10 tonnes per year tonnage

band you could benefit from reduced data requirements.

• All member registrant dossiers, including the lead, must

include their own company specific information.

• The lead registrant dossier must also include all infor-

mation that the co-registrants submit jointly.

• The information requirements for intermediates tends to

be reduced and there is no requirement to complete a

chemical safety assessment.

Submit your Dossier

• The lead registrant must submit their dossier before the

other members of the SIEF can submit their dossiers

(before April 2018 to give the other members sufficient

time to submit).

• The member registrants should stay active within the SIEF,

so they are aware of when they can submit their dossier.

• If the member registrant agrees with all the information

the lead has submitted on their behalf, then the member

dossier can be created directly within REACH IT rather

than in IUCLID 6.

How to Avoid Failing the Post Submission Checks

To pass the Business Rule Check

• Your dossier must be in IUCLID /REACH IT format and your

admin information must be consistent

To pass the technical completeness check, the following four

main areas are focussed on:

• Correct substance identification – analytical information

must be provided

• Data waivers – a valid justification must be provided

• Testing proposals on vertebrate animals – alternatives

must have been considered and justifications provided

• Chemical Safety report- if one isn’t attached to the dossier

a justification must be provided

Before submitting, use the validation assistant plug-in in IU-

CLID 6 to highlight sections requiring further information.

Once ECHA has carried out these checks on your submitted

dossier, you may be required to perform additional tasks

which could include:

• Updating your dossier if your initial dossier fails

• Paying the registration fee to ECHA

Therefore, ensure that you check your task page in REACH IT

regularly.

Further Information and Guidance

The ECHA website has in-depth, dedicated pages for the

REACH 2018 registration deadline which can be found at the

following link https://echa.europa.eu/reach-2018.

REACHReady Gold subscribers can speak to a technical advisor

via the REACHReady Helpdesk. Just call +44 (0)207 901 1444 or

email [email protected]

© REACHReady Limited 2017 Version 1: June 2017

Page 8: The RUILE - cdn.ymaws.com

8

Chemicals, Compliance and the Toxic Substances Control Act (TSCA)

Chemical manufacturers in the US have reported difficulties reporting on their chemical use for the TSCA inventory deadline,

according to industry associations. Manufacturers and importers were required to file Notices of Activity (NOAs) by 7 February

on their chemical use for the 'inventory reset rule', required under the reformed TSCA.

The data will be used to determine the substances active in commerce, ensure confidential business information (CBI) claims

are current and to better focus the chemicals programme under section 6 of TSCA, which provides the EPA with the authority

to prohibit or limit the manufacture, processing, distribution in commerce, use or disposal of a chemical.

An EPA spokesperson confirmed the agency received more than 85,000 individual NOAs by the deadline, which he said

"represents a significant effort by manufacturers".

He urged chemical manufacturers and importers who missed the deadline to file as soon as possible "so that the agency can

accurately designate substances as active or inactive on the TSCA inventory at the close of the full retrospective submission

period on 5 October".

About: The Toxic Substances Control Act (TSCA) required the compiling of a national register of chemicals that were manufactured in or imported into the

United States for a non-exempt commercial purpose, and the first TSCA Inventory in 1979 included approximately 62,000 chemicals. Since then, the Inventory

has been expanded to include approximately 90,000 chemicals—a rate of over 700 new chemicals per year. However, Congress did not provide an adequate

way to prioritize among these chemicals in conducting health and safety reviews under TSCA Section 6(b). One of the outstanding issues that the 2016 TSCA

Amendments sought to resolve was how to prioritize among these chemicals in conducting health and safety reviews. The 2016 amendments to TSCA modified

Section 8(b) of the Act and required the U.S. Environmental Protection Agency (EPA) to designate each chemical substance on the TSCA Inventory as either

“active” or “inactive” in U.S. commerce. The TSCA Inventory Reset Rule fulfils this statutory requirement.

JOB VACANCY: GLOBAL CATEGORY MANAGER, ELEMENTAL METALS AT ARCONIC

IDEALLY IN PITTSBURGH, ALTHOUGH THERE MAY BE SOME FLEXIBILITY FOR THE RIGHT CANDIDATE. PLEASE CONTACT THE COMPANY DIRECTLY

Primary Purpose of the Job

• Category Management is responsible for an assigned Global Category and the management of critical supplier relationships in conjunction with Category

Management Lead.

• The overall goal is to achieve the best total cost position for all external spend within the Global Category, the lowest sourcing risks, best supplier performances to ensure the highest efficiency and effectiveness of the Category Management team.

• He/she serves as the point of contact for supplier issues within the assigned categories including issues related to service, commercial terms and contract

disputes.

• He/she has to execute global best-in-class procurement processes using state-of-the-art procurement IT software support, ensuring the Category Management organization is utilizing the maximum potential within global and local markets (Cost Savings, Innovation, Quality, Logistics).

Basic Qualifications

• Bachelor's degree from an accredited institution.

• Minimum of 5 years’ experience in a procurement, supply chain, or commercial (sales) role, with 2 years’ international experience.

• Minimum of 2 years’ experience working with superalloy, minor metals, or aerospace/industrial raw materials.

• Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa

sponsorship is not available for this position.

• This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status. ITAR defines U.S. person as an U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.

Preferred Qualifications

• Bachelor's or MBA/Master's Degree in Business Administration, Economics or Engineering.

• Experience purchasing metals commodities in a manufacturing setting.

• Decision-making ability.

• Communication and negotiation skills.

• Innovative, Strategic thinker.

For more information:

https://careers.arconic.com/en-US/

job/global-category-manager-

elemental-metals/

J3S05J73CQH1WQT4Y9P

Page 9: The RUILE - cdn.ymaws.com

9

Page 10: The RUILE - cdn.ymaws.com

10

Letter from North America: Morocco With an Observation on Rare Earths in Russia

and Further Observations on Certain Mineral

Resources in Morocco and Western Sahara

Dear Members

I trust this letter finds members everywhere facing

encouraging prospects for 2018. Here in the U.S., I’m really

not quite sure what our prospects are, especially when it

comes to trade. On one issue though, the imposition by

President Trump of steep tariffs on imported solar panels,

however much and however I look at it, I can see no upside,

except for the very few. And especially not consumers. But,

perhaps as always, we’ll just have to wait and see.

The weather? As everything else seems to be, changeable.

Chilly one day and warm the next. I always thought you

weren’t supposed to re-freeze anything after it had been

taken out of the deep freeze. Maybe that’s why, in addition to

the flu (which is rampant this year), there’s so much sickness

around.

But, once again: “Enough of the weather already!”

Russia

Back in early June and late July last year, you may remember

that I wrote a two-part letter with some observations on

Russia and its mineral resources. In it I quoted from a speech

relating to rare earths made by Denis Manturov, Russian

Minister of Industry and Trade, in Veliky Novgorod on July 29,

20161. In it he referred to the fact that “Rostec and IST Group

of Companies are implementing the industry’s flagship project

of developing the Tomtor rare metals deposit…”2

In its “Weekly Round-up” (always well worth reading!), posted

on January 24, Roskill provided an interesting up-date on the

project: Rare Earths/niobium: Russia puts its weight behind

rare earths.3 It appears that, this year, the Tomtor niobium-

rare earth deposit in Yakutia is set to enter development at a

cost of $1.3 billion. Roskill gives a figure for reported resources

at the Tomtor deposit of 154Mt of ore “at 9.5% total rare

earths oxides (TREO).”4

What, in particular, caught my eye in the piece was this:

“Tomtor is one of a number of rare earth deposits across the

globe with significant radioactive by-products.” And, it

appears, the co-produced thorium is going to be used “for the

development of a nuclear power plant.” This got me thinking

about other countries that are looking at co-producing (and

exploiting) radioactive by-products from mineral resources

they already mine. One such is, of course, Morocco.

Morocco and Western Sahara

Uranium

According to the World Nuclear Association,5 building on the

efforts of French and Russian geologists prior to 1982, the

Moroccan government’s Office National des Hydrocarbures et

des Mines (“ONHYM”) is encouraging exploration for uranium

in the country. Three areas are under investigation: Haute

Moulouya, Wafagga, and Sirwa.

As you’ll all probably already know, after China, Morocco is

the world’s second largest producer of phosphates and its

largest exporter. The country’s Office Chérifien des

Phosphates, or OCP, is not only the largest phosphate

producer in the world, but also “has exclusive access to the

largest phosphate rock reserves in the world with 50 billion

tons, representing 75% of currently known global phosphate

reserves.”6

Before going any further, however, it is really well worth

taking a tiny historical detour and going back a few years.

Formed in 1920, the same year phosphates were discovered in

Morocco, OCP has the monopoly on mining, processing, and

marketing these phosphates. Prospecting for uranium in

Morocco started at the end of WWII and the “uranium content

in Moroccan phosphates was discovered in 1946”.7 What

happened thereafter is fascinating. Way prior to 1982, indeed,

in the 1950s and as the Cold War started to get “colder”,

France and the U.S. entered into a unique, secret collaboration

to explore for uranium in Morocco. Whilst initially established

to search for uranium, as the French “empire” started to

disintegrate and Morocco moved inexorably towards

independence, the collaboration 8 between French and US

geologists “morphed” into something very different – not least

a way of ensuring that, post-independence, any uranium

discovered did not fall into the “wrong” hands! Matthew

Adamson’s articles on the subject in either The British Journal

of the History of Science9 or Physics Today 10are certainly

worth a read.

In light of the above, and France’s continuing connection with

its former “protectorate”, it seems particularly appropriate

that, in October 2017, OCP signed an agreement with French

firm Areva to explore the recovery of uranium from

phosphoric acid. The uranium resources in Morocco’s

phosphates are, reportedly, very large, with the IAEA giving a

figure of 6.9 million tonnes for “estimated availability”.11

Rare Earths, Niobium, and Tantalum

In addition to uranium, phosphate ore can, of course, contain

a number of additional exploitable minerals and/or metals,

including rare earths (REEs). REEs have been identified in a

number of locations in Morocco. At Glibat Lafhouda and

Twihinate (in Awserd province), light REEs have been

identified along with uranium, niobium, and tantalum, as they

have at two prospects in Lamlaga and Drag Al Farnan.12

Significant examples of “REE enrichment associated with

Page 11: The RUILE - cdn.ymaws.com

11

alkaline rocks include the Tamazeght Complex”13 in the High

Atlas Mountains.

In its Annual Report 2014,14 ONHYM reported that a number

of its mining exploration projects had discovered REEs. These

included that at Lahjeyra where “[t]he results of punctual

chemical analyzes reach 0.57% Ce, 0.29% La and 0.56% Nb

showing grades reaching 7% REE. Grades of Yttrium (heavy

rare earth) are thereabouts of 1 144 ppm.” Further drilling in

2015 and a “re-evaluation of resources” produced the

following figures: “372 Mt at 0.62% of LREE, 613 ppm HREE,

0.34% Nb2O5 and 461 ppm Th.”15 Drilling in Essarih found

REEs, but in “low grades”.

There were also “relatively high grades of thorium.” And at

Aghracha, where drillings “intersected Rare Earth Elements

mineralization at a depth lower than 50 m.” (In its efforts to

promote “mining opportunities”, ONHYM produces a number

of nice little flyers that are available on its website.16)

Antimony, Arsenic, and Cobalt

In the Morocco and Western Sahara section of the U.S.

Geological Survey (USGS) 2014 Minerals Yearbook 17(the latest

available), production figures are given for 2013 and 2014 of

7,000 tonnes of antimony oxide. However, I have not been

able to find out any further information as to who actually

produced it. And, indeed, whether any is still produced. (I am

sure that a more knowledgeable member will be able to

inform me.)

Also according to the USGS, Production of arsenic in 2016 by

China (25,000 tonnes of arsenic trioxide) and Morocco (7,000

tonnes of arsenic trioxide) accounted for 87% of estimated

world production.18 This number for Morocco appears to be

mostly accounted for by production (6,122 tonnes) from

Tifnout Tighanimine’s (controlled by Managem) Bou-Azzer

mine some 120 kilometers south of Ouarzazate.19

Source: ONHYM – Annual Report 2016 (Page 41)

ONHYM’s Mining Exploration and Location Map of Mining Projects in 2016

Page 12: The RUILE - cdn.ymaws.com

12

For the year ended December 31, 2016, Managem reported

that production of cobalt cathodes at its Guemassa industrial

complex, from feedstock mined at Bou-Azzer, amounted to

20,081 tonnes. Noting that it had discovered 3,624 tonnes of

“new mineral reserves around the operating mines”, the

company indicated that in “tonne metal content (Co)”

resources stood at “1,100t” and reserves at “16,856t”.

The Legal Environment for Mining in Morocco

Not least because of the success of its phosphate industry

(phosphate products constitute nearly 90% of its mining

exports), mineral exploration and exploitation in Morocco and

Western Sahara has not been either extensive or intense. In

addition to copper, iron ore, lead, manganese and zinc, the

country also has reserves of gold, silver, and barite. Another

reason, until recently, has been an antiquated mining code

dating back to 1951. In an attempt to attract investment, a

new mining code received its “implementation decree” in

April 2016.20

However, a further, very serious, obstacle to attracting

investment has been, and still remains, of a very practical

nature: according to the Ministry of Energy, Mines, Water and

Sustainable Development only 36% of the country has been

geologically mapped.21 It appears, however, that said ministry

is more than aware of the issues involved and is undertaking

some initiatives to sort things out.

For those members who are interested, on the 8th and 9th May

this year the Ministry of Energy, Mines, Water and Sustainable

Development is organizing “Geological Days of Morocco” at its

offices in Rabat. One of the topics to be discussed will be:

“Mineral resources (strategic metals, mines and quarries,

optimization of the discovery of minerals deposits, building

materials and energy efficiency in buildings, etc.).” It might

make for an interesting trip.

I trust the above provides members at least a taste of what is

currently on offer by way of minor metals in Morocco. Over

the coming years, I would not be surprised to hear that

ONHYM and others have discovered other perhaps more

exciting resources. I’ll keep my eyes open!

In the meantime, I remain, as always, with best wishes from

New York.

Yours

Tom Butcher

February 5th, 2018

©2018 Tom Butcher

Tom Butcher is an Associate Director at Van Eck Associates

Corporation ("VanEck"). The views and opinions expressed herein are

the personal views of Tom Butcher are not presented by or associated

with VanEck or its affiliated entities.

1The Kremlin: Meeting on developing the production and use of rare earth metals, http://en.kremlin.ru/events/president/news/52619 2Ibid. 3Roskill Weekly Round-up: Rare Earths/niobium: Russia puts it weight behind rare earths, https://roskill.com/news/rare-earths-niobium-russia-puts-weight-behind-rare-earths/ 4Ibid. 5World Nuclear Association: Uranium in Africa, http://www.world-nuclear.org/information-library/country-profiles/others/uranium-in-africa.aspx 6OCP Group: Our Strengths, http://www.ocpgroup.ma/investors/our-strengths 7INPRO DF11 IAEA (20-23 Oct 2015): Introduction of Nuclear Power as a Part of a Sustainable Future Mix Energy System in Morocco, https://www.iaea.org/INPRO/11th_Dialogue_Forum/DAY3/Session4/OKB_INPRO-DF11.pdf 8The British Journal of the History of Science: Les liaisons dangereuses: resource surveillance, uranium diplomacy and secret French–American collaboration in 1950s Morocco, Volume 49, Issue 1, March 2016 , pp. 79-105, https://www.cambridge.org/core/journals/british-journal-for-the-history-of-science/article/les-liaisons-dangereuses-resource-surveillance-uranium-diplomacy-and-secret-frenchamerican-collaboration-in-1950s-morocco/2D93CA27DFA62ED132CAF6FBE5E6D2D8# 9Ibid. 10Physics Today: The secret search for uranium in Cold War Morocco, Volume 70, Issue 6, June 2017, p. 54, http://physicstoday.scitation.org/doi/10.1063/PT.3.3595 11IAEA: Country Nuclear Power Profiles 2015 Edition – Morocco (Updated 2013), http://www-pub.iaea.org/MTCD/Publications/PDF/CNPP2015_CD/countryprofiles/Morocco/Morocco.htm 12ONHYM: Activity Report 2009, http://www.onhym.com/pdf/en/Rapport%20ONHYM%202009%20Ang.pdf 13British Geological Survey: Rare Earth Elements, http://nora.nerc.ac.uk/id/eprint/17448/1/Rare_Earth_Elements_profile%5B1%5D.pdf 14ONHYM: Annual Report 2014, http://www.onhym.com/pdf/Publications/ONHYM_ANNUAL_REPORT_2014.pdf 15ONHYM: Annual Report 2016, http://www.onhym.com/pdf/Publications/Annual_Report_2016_Ss.pdf 16ONHYM: MINERALS EXPLORATION - MINING OPPORTUNITIES, http://www.onhym.com/en/component/content/article/36-en/key-informations/305-minerals-exploration-mining-opportunities.html 17USGS: 2014 Minerals Yearbook – Morocco and Western Sahara, https://minerals.usgs.gov/minerals/pubs/country/2014/myb3-2014-mo-wi.pdf 18USGS: Mineral Commodity Summaries 2017 – Arsenic, https://minerals.usgs.gov/minerals/pubs/commodity/arsenic/mcs-2017-arsen.pdf 19Managem: Annual Report 2016, http://www.managemgroup.com/content/download/1367/8963/file/Managem%20-%20Annual%20Report%202016.pdf 20DLA Piper: Mining in Morocco: a legal snapshot, https://www.dlapiper.com/en/southafrica/insights/publications/2017/07/mining-in-morocco-a-legal-snapshot/ 21Ibid.

Page 13: The RUILE - cdn.ymaws.com

13

It is possible to imagine that when the Earth first

began, it looked a lot like the geothermal region in

the North Island of New Zealand. With steam and

the smell of sulphur in the air, it feels like the

Earth's core is simply bursting out through its crust.

The boiling river of Otamakokore meanders its way

downstream, starting at 98 degrees Celsius, cooling

to between 50-60 degrees Celsius, before joining a

larger, much colder stream.

The entire area is literally steaming. The lily

pad-like formations seen in the boiling water are

calcite and silica. These are formed due to the high

mineral content in the water, particularly calcium

and magnesium. These are not, however, the only

minor metals to be found. The analytical report for

the spring shows the range of minor metals and

other elements present, including arsenic, caesium,

lithium, magnesium, rubidium and silica.

The Te Manaroa spring has the largest discharge of boiling water in New Zealand,

with water being discharged at a rate of between 40-50 litres per second. The

depth is unknown, but is thought to be hydrologically connected to the nearby

Wai-o-tapu geothermal field by of an underground cold water river that then

combines with the main column of deeper, higher temperature fluid.

Micro-organisms found in

geothermal hot water

systems are believed to be

closely related to the very

first life like forms to

appear on Earth. They are

known as extremophiles

due to their ability to

survive in very extreme

conditions.

From the Earth’s Core

Source: M Cox, Otamakokore River, New Zealand

Source: M Cox, Sulphur Pool, Wai-o-tapu, New

Zealand Source: M Cox, Champagne Pool, Wai-o-tapu, New Zealand

The Champagne Pool at the

nearby Wai-o-tapu

geothermal park is

oversaturated with metal-

loid compounds, with the

spectacular orange colour

originating from deposits

of arsenic and antimony

sulphides. This contrasts

with the acrid yellow of the

nearby sulphur pool.

Page 14: The RUILE - cdn.ymaws.com

14

Metalshub takes commodity trading into

the digital age

It’s not the first time that there has been attempt to ‘digitalise’

minor metals trading, but traditional practices have endured.

Now Metalshub is on the scene, will we finally see a shift to the

digital?

In late 2017, Metalshub launched its metals marketplace of the

future hoping to transform the way metals and ferroalloys are

traded. Metalshub claims to deliver a faster, more secure and

more cost effective handling of physical transactions.

Over the last few years, E-commerce has massively changed our

way of life as consumers. I do my shopping, pay my bills and even

found a babysitter through online platforms.

However, the digital transformation of complex business-to-

business supply chains is just starting. Some of the largest B2B

markets are commodities. Fuelled by population growth, global

demand for commodities has grown 50% over the last 30 years.

Electric vehicles, Industry 4.0 and renewable energy will further

increase demand for high-tech commodities. While some

industrial metals are traded on the London Metal Exchange, for

many other metals organised trading currently does not exist.

Chrome, titanium or silicon in the form of alloys are used in steel

making, 3D printing and chemicals. Cobalt, rare earth elements

and lithium are used in magnets, batteries for electric vehicles

and wind turbines. These are markets together worth more than

100 billion dollars underserved by technology. But the digital

revolution enables the transformation of these markets in the

same way it has already transformed so many other industries.

Metalshub was founded in Düsseldorf, Germany, in 2016 by

Dr. Frank Jackel and Dr. Sebastian Kreft. The two founders

previously worked together in London for one of the world’s

leading mining companies, Anglo American, as sales executives

for ferroalloys and nickel respectively. The start-up is backed by

experienced business angels such as Dr. Dieter Heuskel, former

Chairman of The Boston Consulting Group, Jochen Engert,

Co-Founder of FlixBus, Dr. Ralf Köster, former CEO of the Bartec

Group and Entrepreneur of the Year in Germany and Dr. Gerald

Schönbucher, Managing Director of real.digital.

In Europe alone, there are more than 10,000 companies which

rely on the supply of metals to produce their products. Metalshub

brings buyers and suppliers together on its digital marketplace

and opens up new commercial opportunities. The challenge in

today’s analogue metals trading world is trust. People trade with

people they trust. Metalshub will create a trusted environment.

All participants are vetted through a diligent onboarding process

following the “know your customer” principle.

“In my job as Head of Ferroalloys Sales at Anglo American,

I experienced the complexity of selling ferroalloys in a very large

but fragmented market. We see a huge opportunity to introduce

new technologies to make the business more efficient,” states

Co-Founder Dr. Frank Jackel.

A typical commodity transaction involves several parties: buyer,

seller, logistics provider, insurer and trade finance provider.

Moreover, information needs to flow across various departments

within the company. Due to the value of most transaction, there

is zero tolerance for errors.

“This combination is an efficiency killer for any analogue process.

Metalshub has managed to digitise it. Many process steps which

were previously done manually, such as the creation of a legally

binding contract, have been automated. This reduces costs and

boosts transaction speed,” explains Co-Founder Dr. Sebastian

Kreft.

Metalshub is working with some of the world’s leading companies

in the logistics, trade finance and insurance industry. For example,

Metalshub has partnered with Euler Hermes, the global leader in

credit insurance, to be the first marketplace to offer its

transaction insurance Wilfried.ai. This new and innovative

product uses invoice level data and artificial intelligence to more

accurately price credit risk. To provide logistics services,

Metalshub is working with the leading European metals logistics

companies. It uses “big data” and “predictive analytics” methods

to model transport demand and supply and propose the optimal

logistics solution.

Looking to the future, Metalshub plans to pilot Blockchain, the

technology behind bitcoin, in the metals market. Blockchain has

the potential to solve some of the most pressing issues in

commodity trading: providing access to affordable trade finance

and receiving a tamper-proof evidence of origin of commodities.

More than 100 producers, consumers and traders of commodities

have already registered for Metalshub, among which some

heavyweights of the industry. The conservative commodity

trading industry is on the verge of a technology revolution.

Digital platforms will play a major part in it.

Contact details Phone number E-Mail

Frank Jackel +49 (0) 177 462 6262 [email protected]

Sebastian Kreft +49 (0) 171 564 2575 [email protected]

Michiel Minnaar +31 (0) 646 09 5254 [email protected]

Christine Allmendinger +49 (0) 1577 909 6284 [email protected]

The Metalshub team

Page 15: The RUILE - cdn.ymaws.com

15

NASA Armstrong tests nickel-titanium shape-memory alloy for

folding aircraft wings

January 2018

Source: ASM International

NASA Armstrong Flight Research Center, Edwards AFB, Calif., announces a recent series of flight tests in which a small-scale

UAV at Armstrong successfully demonstrated a nickel-titanium shape memory alloy’s ability to fold the wings between zero

and 70 degrees up and down during flight. NASA Glenn developed the initial alloy material, and worked closely with Boeing to

design an actuator based on its shape-memory capability.

The recent flight series was part of the Spanwise Adaptive Wing project, or SAW. This project aims to validate the use of a

cutting-edge, lightweight material to be able to fold the outer portions of aircraft wings and their control surfaces to optimal

angles in flight.

The shape-memory alloy is built into to an actuator that plays a vital role for moving parts on the airplane, where it has the

ability to fold the outer portion of an aircraft’s wings in flight without the strain of a heavy hydraulic system. The shape-

memory capability is triggered by temperature, and works by using thermal memory in a tube to move and function as an

actuator. When heated, the alloy activates a twisting motion in the tubes, which ultimately moves the wing’s outer portion up

or down. Systems with this new technology may weigh up to 80 percent less than traditional systems.

“The performance of this new alloy that we developed between NASA and Boeing really showed outstanding performance,”

says Jim Mabe, Technical Fellow with Boeing Research and Technology. “From the time we started initial testing here at

Boeing, up to the flight tests, the material was consistently stable, and showed superior performance to previous materials.”

“We wanted to see if we could move wings in flight, control them to any position we want, and do it with this new

technology,” says Dr. Othmane Benafan, Spanwise Adaptive Wing Co-Principal Investigator. “Folding wings has been done in

the past, but we wanted to prove the feasibility of doing this using shape-memory alloy technology, which is compact, light-

weight, and can be positioned in convenient places on the aircraft.” Benafan is vice president of the International Organization

on Shape Memory and Superelastic Technologies (SMST), an affiliate society of ASM International.

The Spanwise Adapted Wing project is a joint effort between NASA Armstrong, NASA Glenn Research Center in Cleveland,

Langley Research Center in Virginia, Boeing Research & Technology in St. Louis and Seattle, and Area-I Inc. in Kennesaw,

Georgia. The project goal is to achieve a wide spectrum of aerodynamic benefits in flight by folding wings through the

application of shape-memory alloys.

Source: https://www.nasa.gov/centers/armstrong/feature/nasa-tests-new-alloy-to-fold-wings-in-flight.html