Sector Experts

Simon Moores

Industrial Minerals

Image: Simon Moores

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.




Recent Interviews

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.

Recent Quotes

"NGC did a great job of getting out ahead in the race." (1/14/14) Northern Graphite Corporation - The Mining Report Interview with Simon Moores More >

"The offtake deal with China gives FMS an advantage now over other players." (1/14/14) Focus Graphite Inc. - The Mining Report Interview with Simon Moores More >

"FMS is one of the companies pioneering the technology to produce graphene from mined graphite." (5/28/13) Focus Graphite Inc. - The Metals Report Interview with Simon Moores More >

"EGZ has its asset, its project and a lot of information gathered already." (5/28/13) Energizer Resources Inc. - The Metals Report Interview with Simon Moores More >

"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 >

"Getting tonnages to the market is easier for SER than it is for a lot of companies." (9/25/12) Strategic Energy Resources Ltd. - The Critical 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 >

more comments

"EGZ is one of a handful of juniors that are quite advanced." (5/4/12) Energizer Resources Inc. - Simon Moores, Industrial Minerals More >

"Companies like FMS have a very good chance of succeeding." (5/4/12) Focus Graphite Inc. - Simon Moores, Industrial Minerals More >

"NGC is a company that is more advanced than people realize." (5/4/12) Northern Graphite Corporation - Simon Moores, Industrial Minerals More >

fewer comments


Due to permission requirements, not all quotes are shown.