The recent European Commission publication entitled the life and death of raw materials for the EU ", the EU rare mineral raw material shortage warning and strategies. Report on the analysis of the 41 kinds of mineral resources on economic impacts and, on the basis of supply risk, of which 14 important mineral raw materials listed in the "constraints" in the list, this kind of mineral raw materials are 14: antimony, beryllium, cobalt, fluorite, gallium, germanium, indium, graphite, magnesium, niobium, platinum group metals, rare earth (including scandium, yttrium and Lanthanide total 17 species of rare metals), tantalum and tungsten. These materials are widely used in mobile phones, lithium battery, fibre optic cable and solar panel manufacturing process, as many high-tech products and daily consumer goods and an integral part of. The report finds that rare mineral raw materials shortages may affect EU high-tech industry as well as the development of low-carbon economy in the European Union. Rare mineral raw material shortages, mainly by three factors: first, these rare mineral raw materials supply mainly from a few countries, the second is the rare mineral raw material difficult to replace, or difficult to recycle, which further intensified its security of supply. Third, new and emerging industry led to the rapid growth of demand for raw materials. For example, an gallium are widely used in thin-film solar photovoltaic cells, and if you do not have a cobalt, lithium battery will not be able to save energy. Report estimated that the demand for these raw materials are expected in the next 20 years will turn again.
Related companies:
(A) SB
[1], chenzhou mining (002155):
The company is larger in gold tiwu polymetallic production enterprises, antimony ingot and antimony oxide production ranking second only to China's Tin mine gold star antimony industry companies, ranking second in the world; antimony metal production accounted for about 10% of the world. The end of 2008, company ownership and control of mining right and 32, of which: prospecting rights 16, area 340.84 km2; mining rights 16, area 40.095 square kilometres. Keep the amount of resources and reserves ore 1,677.16 million tons, an increase of 60.07%; metal weight: Gold 32,142 kg, an increase of 10.51%; SB 145,708 tons, tungsten 43,885 tons.
[2], Zhuzhou Group (600961):
The company is one of the largest metal Indium production enterprises, important metal cadmium, antimony, production enterprises. High-purity antimony is mainly used in the preparation of InSb compound semiconductors such as III-V family, high-purity alloy, thermoelectric conversion material, etc., can also be used as Mono, monocrystalline germanium doped elements, metal indium, antimony, cadmium, and other rare metals is the production of thin-film solar cell important raw materials.
(Ii) beryllium
[1], Oriental tantalum (000962):
The company's existing niobium tantalum metal products, metal products, beryllium alloy products three types, 35 series 188 varieties of products are widely used in electronics, metallurgy, iron and steel, petroleum, chemical, automotive, communications, construction, transport, nuclear, aerospace, aviation and other high-tech areas. In recent years other tantalum metal, alloy compounds, synthetic crystals, processing materials, products and beryllium alloy processing materials, and other series of 19 products are sold to international markets. Refractory metals at high temperature, high temperature oxidation materials as well as new material product development to achieve significant success. Export of products increasing year by year, initially formed a complete export of the pattern. Production technology of world advanced level. Around tantalum, niobium, beryllium, and other rare metals materials established more than 20 lines, to become China's rare new material's main supply base.
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