CM provides independent advisory services, specialising in value-chain analysis across a range of base and minor metals, including aluminium, zinc, copper, molybdenum, nickel (NPI), magnesium, manganese, tungsten, scandium and titanium (mineral sands). Each of these industries and markets has a strong link to China, either on the supply-side or the demand-side or, in many cases, both.
Sometimes operating in a silo can be a benefit; CM recently turned its attention to China’s booming domestic graphite market. We took a bottom-up, in-amongst-the-weeds approach to gathering data about China’s natural graphite reserves and resources and the costs to produce different grades and shapes of graphite in different regions. We then analysed and synthesised the data and findings to generate a truly independent view about the cost competitiveness of different domestic graphite grades relative to imported graphite.
It is this proven track record to conduct targeted, focused and highly specialised fieldwork-based research projects that has kept our long-term clients coming back year after year.
The output from our research includes in-depth, detailed industry analyses, supply demand forecasts, cost modelling, price forecasting and trends, and bankable marketing reports used in feasibility studies and other documents targeted at the finance community.