Download - IAN WILSON UK BUDAPEST - Industrial Minerals
ACKNOWLEDGEMENTS
PROF WEN LU, CHENGDU, CHINA DR JIA XIU ZHUANG
(HAICHEN MINCHEM, CHINA)
MURRAY LINES
PIOTR WAGA DAVID COPLET
ABEL COPLET ROCKY WU, CHINA
DAVID STUART PETER TAYLOR
CAPRI CORN MINERALS, PAKISTAN
DR. JAVAID AKHTAR WAQAR MAHMOOD
ROBERT L. VIRTA - TALC REPORTS STEPHEN G. PETERS - AFGHANISTAN
STAN COATS CLIVE MITCHELL
EVELYNE DELBOS, HELEN PENDOWSKI STEPHEN HILLIER, IAN PHILLIPS
(FORMERLY MACAULAY INSTITUTE)
LAURA SYRETT, EMILY WOODMAN, MIKE O’DRISCOLL. OTHERS
AGENDA
1. BRIEF INTRODUCTION TO TALC 2. WORLD PRODUCTION AND COMPANIES 3. MARKETS 4. SITUATION IN CHINA AND USA 5. SOME NEW DEVELOPMENTS Afghanistan and Pakistan North Korea Others 6. QUESTIONS
SILICA TETRAHEDRON
SILICA TETRAHEDRON
MAGNESIA OCTAHEDRA
a. Pure Talc Mg3Si3O10(OH)2 is 31.7 % MgO, 63.5% SiO2, 4.8% H2O. b. The crystal structure of pure talc is a Brucite sheet (Mg12O12H4)
sandwiched between two silica (SiO2) sheets, to form talc layers c. Each layer is electrically neutral. Adjacent layers are held together
only by weak van der Waals forces. Talc is very platy d. When you rub talc, the brucite and silica layers slide over each
other, and the Talc feels slippery.
SILICA TETRAHEDRON
TALC - MAGNESIUM SILICATE
TALC ON QUARTZ, G. BERMADI, mindat.org ©
Crystal 5mm Photo. Guy Bernadi
TRIMOUNS TALC MINE LUZENAC
MIDI-PYRENEES FRANCE
TYPES OF TALC DEPOSITS TALC DEPOSITS VARY ACCORDING TO THE ALTERATION OF THE THREE MAIN PARENT ROCK TYPES:
1. DOLOMITE AND MAGNESITE – GENERALLY WHITE AND PURE CHINA, NORTH KOREA, AFGHANISTAN, MONTANA (USA), OTHERS 2. SERPENTINITE – ULTABASIC ROCKS – NOT PURE TALC, GENERALLY GREYISH VERMONT (USA), CANADA, EGYPT 3. SILICEOUS OR SILIC0-ALUMINOUS ROCK – MIX OF TALC AND CHLORITE TRIMOUNS (LUZENAC, FRANCE)
TALC DERIVED FROM DOLOMITE AND MAGNESITE – GENERALLY MACROCRYSTALLINE
TALC FROM SERPENTINITE –ULTABAIC ROCKS – GENERALLY MICROCRYSTALLINE
FRANCE LUZENAC
AUSTRIA LASSING
AUSTRIA Kleinfeistritz
CHLORITE
TALC
CARBONATE and others
CHLORITIC-TALC
YELLOWSTONE, USA RAJISTHAN, INDIA CHINA AUSTALIA
PAKISTAN NORTH KOREA
AFGHANISTAN
FINLAND VERMONT QUEBEC SHETLANDS
N. KOREA MONTANA
VARIATION IN TALC
MINERALOGY
EUROPE 24%
S. AMERICA 8%
N. AMERICA 12%
OCEANIA/AFRICA 2%
ASIA 54%
REGIONAL TALC CAPACITY OF 6.0 MT IN 2010 (ESTIMATED)
China 33%
India 14%
USA 10%
Finland 8%
France 7%
Brazil 7%
Russia 3%
Austria 2%
Italy 2%
Afghanistan 3%
Canada 2%
Others (34) 9%
TOP 11 COUNTRIES ACCOUNT FOR 91% OF 6.0MT IN 2010 (%)
INDIA 26%
IRAN 2%
JAPAN 1%
KOREA DPR 2%
AFGHANISTAN 6%
PAKISTAN 2%
OTHERS (4) 1%
CHINA 63%
ASIA TALC CAPACITY BY COUNTRY FOR 3.27MT IN 2010 (%)
EUROPE TALC CAPACITY OF 1.4MT BY COUNTRY IN 2010 (%)
AUSTRIA 10%
FINLAND 35%
FRANCE 29%
ITALY 8%
RUSSIA 11%
SPAIN 4%
OTHERS (10 countries)
3%
AIHAI TALC 3%
BEIHAI TALC 3% SHUIQUAN TALC
2%
PINGDU TALC 3%
LAIZHOU TALC 2%
GUIGUANG TALC 3%
HAUMEI TALC 2%
LONGGUANG 2%
IMERYS TALC 20%
MONDO MINERALS
13%
GOLCHA GROUP 6%
AMERICAN TALC 3%
GOLCHA ASSOCIATED GROUP 3%
IMI FABI 2%
NIPPON TALC 2%
MTI 2%
JAI GROUP 2%
OTHERS 24%
(INCLUDES 12% FOR CHINA)
CAPACITY OF MAIN PRODUCING TALC COMPANIES BASED ON 6.0 MT IN 2010 (%)
HgCapital
1995
Finnminerals acquired by Omya and WMC Resources Ltd (Australian Mining group)
1998
1998 Mondo established as JV between Finnminerals and Norwegian talc of Omya and Dutch processing unit of Australian WMC Resources
2001
2001 Omya acquire WMC’s share in the JV
2007
2007, Hg Capital acquire Mondo Minerals from Omya AG
2011
In October 2011, Advent International completes acquisition of the second largest global talc producer, Mondo Minerals Holding B.V.
OMYA TO MONDO MINERALS AND OWNERSHIP 1995-2011
CHINA 34%
IMERYS TALC 20%
MONDO MINERALS
13%
GOLCHA GROUP 6%
AMERICAN TALC
3%
NIPPON TALC 3%
IMI FABI 2%
GOCHA ASSOCIATED GROUP 3%
MTI 2%
JAI GROUP 2%
OTHERS 12%
MAIN COMPANIES >100,000 TPY, CHINA AND OTHERS FOR 6.0 MT IN 2010 (%)
PAPER 34%
POLYMER 23%
CERAMICS 15%
PAINT 12%
COSMETICS/ PHARMACEUTICALS
6%
AGRICULTURE 5%
OTHERS 5%
GLOBAL MARKET UTILISATION OF 6.0 MT FOR 2010 (%))
CERAMICS INCLUDES TECHNICAL CERAMICS
TECHNICAL CERAMICS
• TALC IS KEY COMPONENT IN THE HONEYCOMB SRUCTURE
OF TECHNICAL CERAMICS USED IN CATALYTIC CONVERTERS AND DIESEL PARTICULATE FILTERS • GOOD GROWTH WITH INCREASED EMISSION CONTROLS • TALC REQUIRED SHOULD BE CaO <0.2%0 CRITICAL TO THE THE COEFFICIENT OF THERMAL EXPANSION (CET) • CUSTOMERS DEVELOPING ULTRA-THIN WALL SUBSTRATES REQUIRE MACROCRYSTALLINE TALC TO CONTROL POROSITY OF THE CELL WALLS • GENERALLY PURE TALC WITH LOW %CaO REQUIRED
POLYPROPYLENE APPLICATIONS
Automotive: under-the-hood/bonnet parts • High aspect ratio talc enable under-the-hood parts, e.g. heating, ventilation and air conditioning units, to perform over a wide temperature range. • For the long-term thermal stability of under-the-hood/ bonnet parts, high purity grades are ideal.
POLYMERS - POLYPROPYLENE (PP)
• IN POLYMER APPLICATIONS AROUND 75% TALC IS USED IN THE AUTOMOTIVE INDUSTRY PRIMARILY IN PP • TALC IMPARTS STIFFNESS TO PP – A 20% TALC LOADING CAN INCREASE STIFFNESS BY 80% • SHIFT TO PP WAS DRIVEN BY JAPANESE WHO REDUCED NUMBER OF PARTS AND TOTAL COST OF THEIR CARS • POLYMER COMPOUNDERS TEND TO USE THE FINEST (PSD) AND WHITEST TALC PRODUCTS IF AVAILABLE
,
TRENDS IN THE MARKET PLACE
• TALC IN PLASTICS – AN INCREASING TREND AWAY FROM
“STANDARD GROUND WHITE TALC” • THE LESS CRITICAL MARKETS (MORE COST PRESSURES) HAVE BEEN MOVING TO PURER, BUT LOWER WHITENESS TALC, AS ALTERNATIVE TO WHITER BUT LESS PURE TALC • FOR MORE CRITICAL APPLICATIONS IN THE AUTOMOTIVE INDUSTRY THERE HAS BEEN A MOVE TO FINER WHITER TALC. • RBH HAVE HAVE A NEW GRADE OF HIGH WHITENESS 2500 MESH TALC THAT GIVES IMPRESSIVE RESULTS IN TALC FILLED POLYPROPYLENE • THIS NEW TALC FILLED COMPOUND SHOWS GOOD PROPERTIES WITH RESPECT TO FLEX MODULUS, HDT (HEAT DISTORTION TEMPERATURE ) AND SCRATCH RESISTANCE
ACKNOWLEDGEMENT – PETER TAYLOR, DAVID STUART OF RICHARD BAKER HARRISON LTD
CHINA
• MAIN PRODUCTION AREAS • QUOTAS FOR 1st HALF 2012 • CONTROL OF QUOTAS • TALC LUMP EXPORTS • TALC POWDER EXPORTS • CURRENT/FUTURE TRENDS • NEW PROJECTS • FOREIGN INVESTMENT • IMPORTS OF TALC
DOLOMITIC ROCK-HOSTED
HAICHENG
XIUYAN
DANDONG
PINGDU
LONGSHENG
ULTRAMAFIC ROCK-HOSTED
MIANNING
XICHEWNG
LANRONG
YANQIAN
CHANJI
PUTIAN
DONGPINGGOU
BENXI
LAIZHOU
QIXIA MANGYA
QINGHAI
LIAONING
SHANDONG
GUANGXI
SICHUAN
MAJOR TALC PRODUCING PROVINCES IN CHINA
PROVINCE MAIN AREAS PRODUCTION %
LIAONING HAICHENG, DASHIQIAO, DANDONG, XIUYAN 900,000 45
GUANGXI LONGSHENG, , SHANGLIN, , HUANJIANG 550,000 28
SHANDONG PINGDU, LAIZHOU, QIXIA 350,000 17
JIANGXI GUANGFENG 100,000 5
OTHERS SICHUAN, HUBEI, SHAANXI, HENAN 100,000 5
TOTAL 2,000,000 100%
MAIN AREAS OF TALC PRODUCTION IN CHINA
Source: DR JIA XIU ZHUANG (HAICHEN MINCHEM, CHINA)
Company Quota 2012/1st %
Guilin Guiguang Talc Development Co., Ltd. 55,617 14
Liaoning Jiayi Metals & Minerals Co., Ltd. 35,025 9
Guangxi Great-chem Minerals Trading Co., Ltd. 28,121 7
Guangxi Longguang Talc Development Co., Ltd. 26,844 6
OTHERS - 31 Companies 164,503 40
China National Minerals Import & Export Co., Ltd. 23,832 6
CNBM International 20,611 5
Haicheng Aihai Mineral Industrial Co., Ltd. 19,700 5
Haicheng Rock Powder No.2 Factory 18,145 4
Shandong Minmetals Co., Ltd. 15,596 4
TOTAL 407,994 100
QUOTAS – 1st HALF 2012 - 407,994 TONNES 40 COMPANIES - 9 COMPANIES ACCOUNT FOR 60%
Guilin Guiguang Talc Development Co., Ltd.
14%
Liaoning Jiayi Metals & Minerals Co., Ltd.
9%
Guangxi Great-Chem Minerals Trading Co
7%
Guangxi Longguang Talc Development
6%
OTHERS 31 Companies
40%
China National Minerals Import &
Export Co., Ltd. 6%
CNBM International 5%
Haicheng Aihai Mineral Industrial
5%
Haicheng Rock Powder No.2 Factory
4%
Shandong Minmetals 4%
TALC QUOTAS OF 408,000 TONNES FOR 2012/1 – 9 COMPANIES 60% OF TOTAL
0
10,000
20,000
30,000
40,000
50,000
60,000
1st 2006 2nd 2006 1st 2007 2nd 2007 1st 2008 2nd 2008 1st 2009 2nd 2009 1st 2010 2nd 2011 1st 2011 2nd 2011 1st 2012
TON
NES
Guilin Guiguang Talc Develop Co
Liaoning Jiayi Metals & Minerals Co.
Guangxi Great-Chem Minerals Trading
THREE COMPANIES ACCOUNT FOR 30% OF QUOTAS IN 2012/1st HALF (QUOTAS FROM 2006 TO 2011 SHOWN BELOW AS WELL)
473,900
383,745
241,108
64.4
120.5
187.3
0
100,000
200,000
300,000
400,000
500,000
0
40
80
120
160
200
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
US$
/TO
NN
E
TONNES
LUMP (Tonnes) LUMP ($/tonne)
CHINA – EXPORTS OF LUMP TALC 1998-2011 – TONNAGE AND PRICING (LAST 10 YEARS – TONNAGE REDUCED BY HALF AND PRICE INCREASED x3)
310,000
430,126
100
164.4
259.0
0
100,000
200,000
300,000
400,000
500,000
0
50
100
150
200
250
300
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
US$
/TO
NN
E
TONNAGE
POWDER (tonnes) POWDER ($/tonne)
EXPORTS OF TALC POWDER FROM 1998-2011 – TONNAGE AND PRICING (CURRENT TREND IS FOR MORE PROCESSING AND EXPORT OF PRODUCTS)
56 59 59 61 59 61 62
57 59 53 53
45 46 36
44 41
41 39
41 39
38
43
41 47 47
55
54
64
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
TONNES
TALC LUMP TALC POWDER
TALC EXPORTS 1998 T0 2011 - LUMP AND POWDER (%) (TREND NOW WILL BE TOWARDS MORE PROCESSED TALC)
COUNTRY TONNES
JAPAN 95,747
USA 93,540
TAIWAN 10,757
MALAYSIA 8,600
SLOVENIA 7,209
HOLLAND 7,106
OTHERS 18,149
TOTAL 241,108
EXPORTS OF TALC LUMP FROM CHINA IN 2011 - 241,108 TONNES VALUE $45.1 MILLION
Average Price fob $187.3/tonne
COUNTRY TONNES
JAPAN 92,468
THAILAND 89,077
S. KOREA 79,204
INDONESIA 28,953
MEXICO 19,311
MALAYSIA 16,945
HOLLAND 11,379
TAIWAN 9,980
SPAIN 9,268
SINGAPORE 6,698
UK 5,859
OTHERS 60,984
TOTAL 430,126
EXPORTS OF TALC POWDER FROM CHINA IN 2011 - 430,126 TONNES
VALUE $111.4 MILLION Average Price fob $259/tonne
RITIAN DANDONG NANO-TECHNOLOGY GROUP (BASED IN DANDONG, LAIONING, JV USING NIPPON EQUIPMENT)
JV WITH BEIHAI TALC, HAICHENG, LIAONING
MILLING BAGGING PLANT NOW OPERATIONAL
. A micronized talc powder project with investment of nearly
RMB400m. and capacity of 200,000 tpa was put into operation by
Mianning Xichewng Talc Mining Co., Ltd. (Sichuan) on 13 Dec 2011.
The talc deposit is hosted within serpentinite.
(Professor Wen Lu – personal communication)
NEW OPERATION IN CHINA
USA - 4 MAIN PRODUCERS
LOOK AT IMPORTS OF LUMP TALC AND MARKETS SERVED BY LOCAL AND IMPORTED TALC
CHINA 105,000
CANADA 91,700
BRAZIL 1,150
FRANCE 1,910
JAPAN 3,040
OTHERS (29) 38,600
TOTAL 241,400
2010 IMPORTS (tonnes)
CHINA 20,100
CANADA 32,700
BRAZIL 1,280
FRANCE 726
JAPAN 1,570
OTHERS (29) 10,700
TOTAL 67,076
2010 IMPORTS ($ thousands)
TALC IMPORTS INTO USA FOR 2010 – TONNAGE AND VALUE
MAINLY LUMP
US TALC 455,000t LUMP IMPORTS 234,000t
TOTAL MARKET 689,000t
US MARKET IN 2010 TOTAL: 689,000t
66% MINED/PROCESSED IN US 34% IMPORTS MAINLY WHITE LUMP
PROCESSED IN US FOR USE IN PLASTICS, COSMETICS AND PAINT -PLASTICS IS NUMBER 1 MARKET
BHUTAN
I N D I A
I R A N
C H I N A
SOUTH ASIA INDIAN SUBCONTINENT
SOUTH ASIA SUBCONTINENT
MAJOR REGION FOR PURE WHITE TALC
MAIN AREA OF TALC DEPOSITS
INDIA
Courtesy: Industrial Minerals
GOLCHA GROUP
SOME TALC COMPANIES
I R A N
CHINA
JAMMU & KASHMIR (Disputed Region)
KARACHI
QUETTA
ISLAMABAD
LAHORE
KABUL
PESHAWAR
JALALABAD
0 500km
A R A B I A N S E A
MAIN CITIES
ABBOTTABAD
MAIN TALC DEPOSITS
MAIN TALC DEPOSITS OF PAKISTAN AND AFGHANISTAN
MAJOR ABBOTT DRESSED AS AN
INDIAN NOBLEMAN NEAR ABBOTTABAD
NORTHERN PAKISTAN TALC
- MICROCYSTALLINE TALC ASSOCIATED WITH MAGNESITE/DOLOMITE - TALC DEPOSITS WEST OF ABBOTTABAD - SHERWAN
- 165,000 TPY PRODUCTION – 4 AREAS - GENERALLY WHITE TALC
- CAPRICORN MINERALS MINE BANDI SADIQUE DEPOSIT – 20,000 TPY
ABBOTTABAD WAS NAMED AFTER MAJOR JAMES ABBOTT WHO FOUNDED THE TOWN IN 1853 AFTER ANNEXATION OF
THE PUNJAB. BIN LADEN WAS KILLED ON MAY 1st 2011 IN ABBOTTABAD
LAHORE PLANT STOCKPILE – GRADE A ROLLER MILL, 50 um, 5,000TPY- EXPORT
KARACHI STOCKYARD DELIVERY – 5,000 TPY VERTICAL MILL INSTALLED 2012
AFGHANISTAN TALC
54,000 TONNES OF LUMP TALC EXPORTED IN 2009 AND WITH USAID AN ASSOCIATION FOR TALC HAS BEEN ESTABLISHED….
KHOGYANI DISTRICT – GUNDRAY AREA BEST QUALITY TALC ASSOCIATED WITH DOLOMITE
ACHIN DISTRICT – SHINWARI AREA
HIGH QUALITY TALC ASSOCIATED WITH MAGNESITE DEPOSITS
DEPOSIT KHOGYANI SHINWARI
Chemistry Wt.%
% MgO 31.89 31.98
% SiO2 63.03 62.16
% Fe2O3 0.07 0.14
% CaO 0.03 0.03
% Al2O3 0.20 0.25
% LOI 4.73 5.54
% Talc >99 >97
Brightness - Ry/C >94 >93
Trace elements Very low Very low
AFGHANISTAN TALC - SUMMARY • DETAILED STUDIES OF DEPOSITS BY RUSSIANS IN 1970s AND MORE RECENTLY BY USGS. • US AID – HELPING TO ESTABLISH ORGANIZATION FOR
DEVELOPING TALC BUSINESS • NANGARRHAR PROVINCE SHOW TOP QUALITY TALC
KHOGYANI DISTRICT MARKIKHEL AREA - BUTTER GRADE KUDIKHEL AREA - GRADE “A” SHINWARI DISTRICT SHINWARI AREA - GRADE “A/B” KOT AREA - GRADE “A/ B”
• OUTPUT FROM AFGHANISTAN UNKNOWN BUT COULD BE IN REGION OF GREATER THAN 300,000 TONNES OF LUMP TALC.
EXPORTS OF TALC LUMP FROM PAKISTAN/AFGHANISTAN TO USA SHIPPERS NAME: OMAR ASSOCIATES (PVT) LTD, PAKISTAN NOTIFY PARTY: IMI FABI LLC PERIOD: 05/09/2010 TO 01/17/2012 – Various shipments
TONNAGE: 75,000 TONNES (MAINLY LUMP) PORT LOADED: KARACHI UNLOADING: GRAMERCY AND NEW ORLEANS, LOUISIANA (Source: PANJIVA - www.panjiva.com)
CHINA: IMPORTS OF PAKISTAN TALC IN 2011
Includes Shantou Hengxin Ceramic Materials Co., Ltd. (5,000t) (Source: Chinese Customs)
Source Volume (t) Value (US$) Average/tonne
Pakistan 23,009 3,928,100 $170.7
TANCHON
KIMCHAEK PORT
CHONGJIN
RAJIN
DAEHUNG
RIWON
HAMGYON-
NAMDO
CHAGANG-DO
YANG
GANG-DO
100km
NORTH KOREA
LOCATION OF NAMGYE, DAEHUNG AND RIWON TALC DEPOSITS
TALC AMD MAGNESITE DEPOSITS
KMCIG MAGNESIA PLANTS
NAMGYE
TUMEN
MgO 32.0
SiO2 63.0
Fe2O3 0.10
CaO 0.03
Al2O3 0.20
LOI 4.5
% Talc >99
Ry Brightness 92-95
NAMGYE TALC – GRADE “A”
Chemistry Wt.%
Others
MgO 34.5
SiO2 32.9
Fe2O3 O.40
CaO <0.05
Al2O3 20.8
LOI 12.0
% Chlorite 85-99
% Talc 1-15%
Ry Brightness 85-88
NAMGYE CHLORITE
Chemistry Wt.%
Others
NORTH KOREA – TALC AND CHLORITE FROM NAMGYE MINE
MOORA TALC BELT. W. AUSTRALIA 1,152sq.km area 175km long talc zone
adjacent to Three Springs Mine of IMERYS Talc – top quality Microcrystalline Extensive drilling and testing programme
PROWAKA SOUTH CREAM TALC
TILLEYS GREEN TALC
FOWLERS WHITE
THREE SPRINGS
MINE
SICHUAN 200,000TPY
NIPPON TALC
MOORA TALC, WA
NAMGYE
AFGHANISTAN/ PAKISTAN
MICRONIZED
ML MINERALS MOROCCO
DEVELOPMENTS - NEW PROJECTS FUTURE LOOKS GOOD FOR SUPPLY
THANKS FOR YOUR ATTENTION AND ACKNOWLEDGE FOLLOWING: