Insights - Alkane Resources Ltd
Level 12, 37 Bligh Street +61 2 8233 6168 contact@irmau.com
  • 18-Jun-2019

    Rare earths: the bigger truth behind the US-China trade dispute

    Mark Twain said ‘Never let the truth stand in the way of a good story’, according to a quick Google search¹.  This may be good advice for novelists, but it’s bad news in every sense when journalists apply it. The truth about rare earths underlies the shiny story of the US-China trade dispute, which our […]

  • 30-May-2019

    The media frenzy being played out under the guise of the US-China trade tariff dispute is misplaced.

    Like a slow-boiling frog, consumers have either ignored or merely croaked about China’s increasing dominance of the rare earths market, when they should have been hopping to develop alternative supplies. The media frenzy being played out under the guise of the US-China trade tariff dispute is misplaced.   As China advances its economic and environmental agendas, its […]

  • 23-Apr-2019

    China’s water crisis stems flow of zirconium and rare earths for global industries

    World Water Day on 22nd March highlighted some staggering facts about water shortages affecting much of the world’s population. While many Western countries take access to clean water for granted, growing water crises in other countries have world-wide consequences. For example, China is taking steps to secure its water resources, with serious impacts for global […]

  • 03-Apr-2019

    Alkane Resources: fifty golden years… and a bright future

    Alkane Resources: a gold production company with a multi-commodity exploration and development portfolio.  Alkane has around 6,400 shareholders, including local investors interested in regional development.  The Company initially listed on the Australian Stock Exchange fifty years ago when Alkane’s primary objective was to search for hydrocarbons in the Sydney Basin, but the Company switched to […]

  • 27-Feb-2019

    Climate change action depends on supply of critical elements

    To prevent catastrophic climate change, we must rapidly reduce emissions of carbon dioxide and other greenhouse gases, replace fossil fuels with clean, renewable energy sources and make much more efficient use of resources. A critical point is that these urgent tasks cannot be achieved unless we have a secure supply of elements essential to advanced […]

  • 05-Dec-2018

    Vital vanadium’s very short, so niobium’s needed instead

    The specialty metal vanadium has attracted attention in commodity and investment markets over the past year as strong demand widens the supply gap. Prices for its iron alloy, ferrovanadium (FeV), have increased 540% since early 2017. FeV is a hardening, strengthening and anti-corrosive additive for steels. Minor (typically less than 0.1% weight) additions of FeV enable […]

  • 06-Nov-2018

    REVIEW OF THE CHINESE ZOC MARKET AND GLOBAL FORECAST

    Zirconium oxychloride (ZOC) producers face tougher environmental standards in China, while materials costs are increasing worldwide, especially for zircon. Smaller producers are shutting down, the Chinese industry is consolidating, and ZOC prices are rising. In addition, many zircon mines are reaching the end of their life and supply chain stockpiles are dwindling, so the global […]