star MC:SUBJECT star star MC PREVIEW TEXT star link View in browser link graphic Roskill link View Reports link graphic Tantalum Market Report Tantalum Outlook to 20‌29, 15‌th Edition link Order now While tantalum supply has, so far, seen limited closures from COVID 19, the industry is reeling from reduced demand into H 2 20‌20. Only 7 percent of tantalum mine supply is sourced from China so the industry saw limited disruption early on in the year from Chinese closures to industry and shipping. As the virus has spread through the ROW, focus has turned to the major production hubs of Central Africa and Brazil. Brazilian producer Mineração Taboca suspended activities through the month of April but has now returned to business. Mine closures and logistics bottlenecks are now affecting Central Africa as the industry watches the situation develop. COVID 19 has, however, had a major impact on demand, especially for the automotive and aerospace sectors. With factories closed and few sales taking place, consumption of tantalum containing superalloys in aircraft engines has declined sharply, while demand for tantalum capacitors in the automotive sector has also slowed. Strong recovery is expected, but not until at least late 20‌20 slash early 20‌21, and possibly later for aerospace. Meanwhile, tantalum concentrate prices continued to recover through H 1 20‌20, as new producers in Australia (as a by product of lithium) have failed to return to ramp up. New operations saw a hive of activity through the first half of 20‌19 but reduced their output in H 2, due to hesitation in the development of the Chinese EV market for lithium, and tantalum prices increased accordingly. With COVID 19 lockdowns now limiting global industry in the ROW, resulting in lower demand for both lithium and tantalum, it is likely that Australian producers will take even longer to return to the market. Roskill’s Tantalum: Outlook to 20‌29 report was published in March 20‌20 and highlights the major trends in tantalum supply and demand affecting the industry over the coming decade: bullet What are the main demand drivers and what changes can we expect to 20‌29? bullet How will forecasts for Australia and Africa affect the balance of supply? bullet Who are the major players at each stage of the supply chain and how does material flow through this complicated industry? bullet What is the scenario for tantalum price development? link Order now link tantalum Contact Us If a specific commodity report does not provide a solution to your needs, then Roskill’s consulting division can provide deeper insight. link Make an Enquiry link graphic Roskill link Market Reports ‌ ‌ link Costs and Data ‌ ‌ link Consulting ‌ ‌ link Events ‌ ‌ link News Head office 54 Russell Road, Wimbledon, London, SW 19 1QL, United Kingdom Regional offices Canada, China, Brazil, Germany, Japan, New Zealand, Slovakia, South Africa, Spain This email was sent by link enquiries at roskill dot com to star EMAIL star You can manage your link subscription here or if our emails are no longer relevant you can link unsubscribe link here Is there someone in your organisation who would benefit from our emails? link Share with a colleague link graphic Twitter link graphic Linkedin