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Simon Moores is an independent consultant and analyst specializing in niche, critical and industrial minerals and metals. His focus is on battery raw materials such as graphite, lithium, cobalt, vanadium and rare earths. He looks at minerals and metals that cross the industrial to technological application divide and tracks disruptive emerging markets and developments in China.
Until mid-2014, Moores worked in various roles for Industrial Minerals. Most recently, he created and established the company's first business launch since 1967, an online data business tracking prices and conducting market analysis on graphite and fluorspar. Moores has also worked as business journalist focusing on non-metallic minerals such as lithium, graphite, rare earths, potash, TiO2 pigment and feedstocks (rutile, ilmenite).
Tesla Gigafactory Could Be Boon for Graphite, Lithium, Cobalt: Simon Moores (6/23/14) Tesla Motors makes the most sought-after electric cars in the world. The cars run on advanced electric batteries and Tesla CEO Elon Musk wants to build those batteries in America. Tesla has dubbed its $5-billion pet project the "Gigafactory," and it could be up and running by 2017, prompting the need for battery-grade materials like graphite, lithium and cobalt. In this interview with The Gold Report, Simon Moores, manager of industrial minerals data with London-based Industrial Minerals, helps readers sort out the critical materials investors should keep an eye on.
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.
"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 Moreá>
"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 Moreá>
"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 Moreá>
"Anyone looking at CYD's El Barque˝o could see how the geological model was fitting together and the clear potential for a multimillion-ounce deposit." (9/15/14) Cayden Resources Inc. - The Gold Report Interview with Brien Lundin Moreá>