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Simon Moores is manager of Industrial Minerals Data, a business that sets prices for natural graphite and fluorspar industries from offices in London and Shanghai. He has been reporting on, researching and analyzing the non-metallic minerals sector since 2006, when he joined London-based publishing and research house Industrial Minerals. He has specialist knowledge in critical and strategic minerals including graphite, lithium, rare earths and titanium. He led the research and publication of the market study, The Natural Graphite Report 2012: data, analysis and forecast for the next five years. He has chaired conferences and given keynote presentations around the world. He has also been interviewed by international press including London's Times regarding Chinese control on world graphite production, and The New York Times with regard to rare earths after breaking the story that China blocked exports to Japan in 2009.
2014 Graphite Outlook: Price Rebound, Supply Shift and New End Uses (1/14/14) China's recent halting of flake graphite production in Pingdu, Shandong, made headlines, and has many investors wondering how supply may shift. Simon Moores, manager of Industrial Minerals Data, tells The Mining Report that he sees an interesting dynamic unfolding in the graphite space over the next five years. As buyers for steel and battery markets compete for limited graphite supplies, the winners will be companies that can deliver the best, tailor-made products. In the meantime, offtake agreements are signaling a new confidence in the sector.
Flake Graphite Prices Have Bottomed: Simon Moores (5/28/13) Growth potential among end-users and underinvestment on the supply side makes graphite an obvious go-long play, according to Simon Moores, manager of Industrial Minerals Data. China's consolidation of graphite production plays a role in that scenario. Now is the time to look for responsible junior graphite miners that base their economics on current (lower) prices, says Moores in this interview with The Metals Report.
The Great Graphite Supply Shakeup: Simon Moores (9/25/12) Investors who remember the lithium boom (and bust) a few years ago may be twice shy to enter a space with big upside potential tied to electric vehicles. But the parallels between graphite and lithium are superficial, insists Simon Moores, analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China's production lull is making way for market entrants. In this exclusive interview with The Critical Metals Report, Moores profiles graphite miners around the world competing for the market's attention.
"Everything NGC has been working on will pay off, and it will be one of the strongest junior graphite companies." (5/28/13) Northern Graphite Corporation - The Metals Report Interview with Simon Moores More >
"NGC's Bissett Creek project is a very strong prospect and the most advanced project of all of them." (9/25/12) Northern Graphite Corporation - The Critical Metals Report Interview with Simon Moores More >
"EGZ is about to announce a huge resource in Madagascar. . .it should strike a chord with Canadian investors." (9/25/12) Energizer Resources Inc. - The Critical Metals Report Interview with Simon Moores More >
"PRB's discovery is important for Ontario because it changes the whole geological understanding of this part of Canada." (4/21/14) Probe Mines Limited - The Gold Report Interview with Willem Middelkoop and Terence van der Hout More >