The supply of tantalum from non-conflict sources is stretched thin. Prices may rise as increased demand for electronics pushes electronics manufacturing companies’ stockpiles to the limit. Tantalum prices have already jumped over the last year, and may continue their rise by 50 percent through 2011 as scrap for the metal is running out.
In an exclusive interview with Tantalum Investing News, Mike Davis of Global Witness explains the humanitarian conditions on the ground in the Democratic Republic of Congo, and the steps needed to ensure the security of civilians and an end to ‘conflict minerals’ exploitation in the region.
Recent reports on the global electronics industry show steady growth continuing in 2010 and onwards as emerging economies drive demand for electronic products.
An exclusive interview with Noventa Chairman of the Board, Eric Kohn.
The largest application for tantalum is in the electronics capacitor industry, totaling approximately 68 percent of global demand. Although tantalum consumption in the United States in 2009 was estimated to decrease by about 5 percent from the previous year, a large manufacturer of passive electronic components sees a very strong demand for tantalum caps in general, but in particular for the tantalum net capacitor.
Tantalum miner Noventa (AIM:NVTA) announced this week that its sidelined Marropino mine in Mozambique will once again be churning out tantalum concentrate.
Socially Responsible Investing (SRI), or ethical investing, is becoming much more popular as investors look for ways to make a difference while also making a profit.
The International Tin Research Industry announced that it is moving forward to Phase II of its Tin Supply Chain Initiative (iTSCi). However, there are some major weaknesses in the plan and some say it doesn’t go far enough in addressing the larger issues associated with the DRC conflict mineral trade.
: With pressure mounting to provide transparency and responsibility in the supply chain for the electronics industry, the investment case for miners exploring for tantalum in conflict-free regions is increasing.
The global economic downturn has disrupted the supply/demand fundamentals in the tantalum market in a way that may prove very beneficial to junior miners operating in conflict-free zones.
Wednesday, August 11, 2010