TMR Advanced Graphite Projects Index

Bookmark and Share Print

Get Free Updates On Graphite

Sign up today for free updates to the TMR Advanced Graphite Projects Index, and for future TMR commentary & analysis on the graphite sector.

















We will NEVER sell, rent, or trade your name or email address to any third party for any reason. We hate spam and respect your email privacy.

TMR is first and foremost interested in the graphite sector from the strategic point of view. We are interested in the potential value that specific natural-graphite deposits and their development could have, in the furtherance of the needs and demands of the overall technology supply chain.

The TMR Advanced Graphite Projects Index consists of natural-graphite projects currently underway around the world, which have been formally defined as mineral resources or reserves under the guidelines of a relevant scheme such as NI 43-101 or the JORC Code.

The Index, last updated on July 18, 2014, currently consists of 29 graphite mineral resources, associated with 26 advanced graphite projects21 companies and located in 8 countries, as shown in the table below.

Including the projects on the Index, TMR is currently monitoring a total of 306 graphite projects under development associated with 138 companies in 27 countries.

Advanced Graphite Projects

Project
Location
Owner
Ticker Symbol(s)
Resource
Albany CAN Ontario Zenyatta Ventures Ltd. TSX.V:ZEN NI 43-101
Balama East MOZ Cabo Delgado Syrah Resources Ltd. ASX:SYR JORC
Balama North MOZ Cabo Delgado Triton Minerals Limited ASX:TON JORC
Balama West MOZ Cabo Delgado Syrah Resources Ltd. ASX:SYR JORC
Bissett Creek CAN Ontario Northern Graphite Corporation TSX.V:NGC, OTCBB:NGPHF NI 43-101
Campoona AUS South Australia Archer Exploration Ltd. ASX:AXE JORC
Coosa USA Alabama Alabama Graphite Corp. CNSX:ALP, OTCQX:ABGPF NI 43-101
Epanko TZA Morogoro Kibaran Resources Limited ASX:KNL JORC
Geuman KOR Chungcheongnam Lamboo Resources Ltd. ASX:LMB JORC
Graphite Creek USA Alaska Graphite One Resources, Inc. TSX.V:GPH, OTCQX:GPHOF NI 43-101
Kearney CAN Ontario Ontario Graphite Co. N/A NI 43-101
Kookaburra Gully AUS South Australia Lincoln Minerals Limited ASX:LML JORC
Koppio AUS South Australia Lincoln Minerals Limited ASX:LML JORC
Kringel SWE Gävleborg Flinders Resources Ltd. TSX.V:FDR NI 43-101
Lac Guéret CAN Quebec Mason Graphite Corp TSX.V:LLG NI 43-101
Lac Knife CAN Quebec Focus Graphite Inc. TSX.V:FMS, OTXQX:FCSMF, F:FKC NI 43-101
Loharano MDG Toamasina StratMin Global Resources plc AIM:STGR JORC
McIntosh AUS Western Australia Lamboo Resources Ltd. ASX.LMB JORC
Mousseau West CAN Quebec Graniz Mondal Inc. TSX.V:GRA.H NI 43-101
Molo MDG Atsimo-Andrefana Energizer Resources Inc. TSX:EGZ, OTCBB:ENZR NI 43-101
Nunasvaara SWE Norbotten Talga Resources Limited ASX:TLG JORC
Raitajärvi SWE Norbotten Talga Resources Limited ASX:TLG JORC
Samcheok KOR Gangwon Lamboo Resources Ltd. ASX:LMB JORC
Taehwa KOR Gangwon Lamboo Resources Ltd. ASX:LMB JORC
Uley Main Road AUS South Australia Valence Industries Limited ASX:VXL JORC
Wilclo South AUS South Australia Archer Exploration Ltd. ASX:AXE JORC
Yalbra (JV) AUS Western Australia Buxton Resources Ltd. ASX:BUX JORC
Yalbra (JV) AUS Western Australia Montezuma Mining Company Ltd. ASX:MZM JORC


grade
quantity

In addition to the grade and in-situ quantity, the size distribution of graphite flake within a resource is a critical parameter for evaluating its value. In general, the larger the flake size, the more valuable the graphite.

Characterizing a graphite deposit in terms of flake size, however, is something of an arbitrary process; graphite is categorized according to the mesh sieves through which material does or does not pass. There are a wide range of mesh sizes available, and unfortunately there is no standard set of mesh size ranges in use. Furthermore, there is no consistency from one company to another in the use of terms such as "large", "medium" or "fine" to describe categories of flake size (at least one company uses a mesh size range that it describes as "large flake", which other companies categorize as "medium flake", further confusing matters).

This means that unlike, for example, the rare-earths sector, where we can easily compare the relative distribution of individual rare-earth elements between deposits, comparing flake size distributions between projects is not straightforward.

Therefore, instead of a simple comparison chart for flake-size distributions, we present the published data and comments for the projects above as follows:

Project
Flake size distribution
Albany Hydrothermal (non-flake) deposit.
Balama East 2.4% @ +50 mesh (98.2% Cg); 32.7% @ -50/+80 mesh (97.5% Cg); 26.6% @ -80/+140 mesh (97.6% Cg); 16.6% @ -140 mesh (94.0% Cg).
Balama North "High grade large flake graphite".
Balama West 5% @ +300 µm; 42% @ 150-300 µm; 45% @ 75-150 µm; and 8% @ -75 µm.
Bissett Creek 18.0% @ +32 mesh (95.1% Cg); 31.0% @ -32/+50 mesh (95.1% Cg); 28.2% @ -50/+80 mesh (94.5% Cg); 5.0% @ -80/+100 mesh (97.3% Cg); 7.0% @ -100/+150 mesh (98.0% Cg); and 11.0% @ -150 mesh (92.7% Cg).
Campoona "Average graphite size of between 150-200 [µm]".
Coosa "Results from assay labs on all samples have shown significant high grade crystal flake graphite".
Epanko 8.4% @ +500 µm (97.6% Cg); 13.2% @ 300-500 µm (95.4% Cg); 28.6% @ 180-300 µm (93.8% Cg); 23.6% @ 106-180 µm; (93.6% Cg); 10.4% @ 75-106 µm; (91.0% Cg); and 15.8% -75 µm; (87.5% Cg)
Geuman "Contains fine to jumbo grade flake graphite".
Graphite Creek "High percentage of large flake graphite".
Kearney "A high percentage of +48 mesh flake graphite".
Kookaburra Gully "+150 µm flake graphite @ 90.5% Cg".
Koppio Historically "sold as coarse (+300 µm) and medium flake".
Kringel 40% @ +160 µm; 28% @ 75-160 µm; 32% @ -75 µm (all at up to 94% Cg).
Lac Guéret No quantitative data available
Lac Knife 33.5% @ +80 mesh (98.3% Cg); 29.8% @ -80/+150 mesh (98.2% Cg); 16.6% @ -150/+200 mesh (98.0% Cg); and 20.1% @ -200 mesh (91.1% Cg).
Lohorano "70% of graphite recovery classed as large flake (+100 mesh) of which 59% is higher value jumbo flake (+60 mesh)".
McIntosh 5% @ 1,000-250 µm; 25% @ 250-75 µm; and 70% @ 75-38 µm.
Mousseau West No quantitative data available
Molo "Contains flake graphite including jumbo (+50 mesh), large (+80 mesh), medium (-80 to +100 mesh) and small flake (-100 to -200)".
Nunasvaara No quantitative data available
Raitajärvi 11% @ +40 mesh; 38% @ -40/+80 mesh; 38% @ -80/+140 mesh; 13% @ -140 mesh (>85% of all +140 mesh and larger at 90-93% Cg).
Samcheok "Contains fine to coarse grade flake graphite".
Taehwa "Contains coarse to jumbo grade flake graphite".
Uley Main Road Estimated 60% "coarse graphite" (flake > 75µm).
Wilclo South No quantitative data
Yalbra No quantitative data


Other Notes:

  • Over time, the Index will expand as mineral-resource estimates for additional projects are defined.
  • The Index includes advanced graphite projects known to Technology Metals Research, LLC (TMR), based on public-domain information only. Therefore, it is possible that there are other advanced graphite projects currently in development or operation, which are not included in the Index, and / or at the time of the last update, were not known to TMR.
  • Only advanced graphite projects that are fully or partially owned or operated by corporations, or other non-state-run entities, are included in the Index.

Disclosures concerning the above companies: Neither Gareth Hatch nor Jack Lifton is a shareholder of, director of nor a consultant to any of the companies listed in the TMR Advanced Graphite Projects Index (statement current as of July 18, 2014).

Bookmark and Share Print