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Resumen de The last 12 months in fluorspar

Siobhan Lismore-Scott

  • As IM's 2013 Fluorspar conference approaches in October in London, it may be pertinent to cast one's mind back to 2012, when the main agenda was vertical integration and end markets, rather than pricing.

    Yes, in the longer term I think so. Although there's been excess supply in the market over the past 12 months, I don't think this is likely to remain the case in the coming years. As the global economy improves, developing nations will drive growth in fluorochemical demand. As this develops, the industry's supply dependence on China could be exposed.

    Of course, this isn't going to happen overnight and at the moment there's an abundance of alternative resources anyway. However, over the next few years I think we'll see more consumers looking for resource security and this is likely to require some form of vertical integration.


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