chinese buyers are keen to grab mineral sands

The Australian - article today



"The commodities you want to be investing in are the ones that China struggles to supply for itself," he says.

And there seems little chance of China finding makeshift solutions to its shortages, as it has by mining low-grade iron ore and importing poor-quality nickel ore.

"China always has the capacity to surprise us when it comes to the supply of raw materials," Southwood says.

"But geologically, it seems there's little likelihood that China will become more significant in zircon production and ilmenite production, certainly not in high-grade rutile production," Southwood says