mineral sands next in the resource chain

For holders interests, a recent article
from The Daily Reckoning Australia is very bullish on mineral sands I gor it by email and dont have a link but in part


"The whole industry is changing today. Demand for what comes from mineral sands - rutile, ilmenite, zircon, and titanium dioxide - is growing. It’s the newest result of Asia’s massive demand for Australia’s mineral resources. It also represents an evolution in that demand from base metals toward rarer metals and mineral sands that are used in a wider variety of consumer and industrial products.

The first wave of demand for Aussie base metals and metal ores has benefited copper, zinc, nickel, and iron ore. These are the metals you need to build the skeleton of an industrial economy. It’s the iron frame on which everything else hangs.

This next wave of demand for less famous mineral sands and rare earths tells you where the growing economies of Asia are headed: more consumer goods and more urban living quarters. Titanium dioxide is the most in-demand element extracted from mineral sands. It’s a key ingredient in the fabrication of paint, plastics, and paper. Zircon is used to make ceramics and flatware - the things that go on all the dinner tables in all the shiny white kitchens in all those new high rises etching the skylines of so many growing Asian cities."


Oscar