Question:

What industrial minerals will see a demand - supply mismatch for the next 15 years ?

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i am planning to enter the minerals business and i am trying to study viable options.

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  1. Well you could do worse that looking into precious metals like gold or platinum, they are always in high demand and have recently had some sharp price rises. As someone else has mentioned diamonds would probably also be a safe bet.

    My personal choice at the moment would be Uranium (although my link is a little out of date here). With all of the problems currently with oil and the inherent problems of generating purely from renewables you can guarantee that there will be a lot of interest on nuclear power in the next few decades at least as a stop gap solution. At the moment Uranium mining operations are fairly small and there aren't huge known reserves so the price will rise.


  2. Diamonds. The main producer in Australia (Argyle mine) is slowly reducing production.  

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