Insights - Alkane Resources Ltd
Level 12, 37 Bligh Street +61 2 8233 6168
  • 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


    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 […]

  • 12-Oct-2018

    From hay to oil to rare earths: feeding the evolving transport market

    This is an update to my previous article about the challenges of meeting exponential demand for electric vehicles (EVs). The global transport market’s hunger for EVs is voracious and growing. In 2017, 1million new electric cars were sold – 54% more than in 2016 – along with 100,000 electric buses and 30million electric scooters/bikes, mostly […]

  • 10-Sep-2018

    As smartphones switch to ceramic cases, look to zirconia supply

    Ask the average person about the applications of ceramics and you’ll probably get a list like this: kitchenware, decorative objects, bricks, tiles and pipes. This is a good summation of the first 20,000 years of ceramic technology, but in recent decades the list has lengthened dramatically to include specialised ceramic materials with advanced applications ranging […]

  • 23-Aug-2018

    Investors in the clean metals megatrend will clean up

    The megatrend towards clean energy sources and industrial processes is driven by consumers and governments holding industry accountable for environmental sustainability and accelerated by research and innovation. A major source of greenhouse gas emissions is the extraction of metals from their ores, traditionally involving reduction with carbon at high temperatures, or electrolysis. Both processes are […]

  • 31-Jul-2018

    Australia 2030: Lithium can’t do it alone

    Australia is finally waking up to the economic potential of its in-ground high technology elements, with the launch of the Lithium Valley report in Western Australia, by Regional Development Australia – a partnership between the Australian, state and territory and local governments. This report looks beyond the domestic extraction of lithium-rich ores, supporting value-added processing […]

  • 25-Jun-2018

    Concerned about EV battery supply? What about the motor magnets supply?

    This article is based on Alkane Resources MD Nic Earner’s presentation at the 7th Annual InvestorIntel Summit held in Toronto, Canada, in May 2018. The EV megatrend is driving demand for rare earths The exponentially increasing demand for electric vehicles (EVs) is one of the most fundamental and rapid shifts in consumer behaviour in this […]