Golden Dragon Capital - China Roadshows & Research

Golden Dragon Capital is a consultancy firm that offers junior resource companies a complete range of advisory related services. We specifically work with companies that are looking to do business in the People's Republic of China.

Commodity Research

Our research is underpinned by a decade of experience in the chinese mining industry

Golden Dragon Capital Limited helps clients make informed decisions involving strategic metals and minerals. Our customised commodity research reports are prepared by carrying out diligent research and independent analyses. Using our in-country experience we speak directly with market experts to satisfy individual client needs.

We have experience in Lithium-Hard-Rock, Lithium-Brine, Lithium-Chemical-Salt, Lithium-ion Battery, Solid-State-Lithium-Ion-Batteries, Scrap-LiB, Cathode-Material, Anode-Material, Silicon Carbon Anode Material, Electric-Vehicle, Cobalt, Nickel, Manganese, Graphite, Graphene, Pollucite, Tungsten, Molybdenum, Niobium, Vanadium, Coking Coal, Titanium, Potassium-Feldspar, High Purity Quartz, Zirconium, High-Purity-Alumina, Fuel Cell, Ilmenite, NdFeb, Bauxite, Iron Ore, and Steel

Lithium Hard Rock Market Research Report

There are more than a dozen lithium hard rock (spodumene, lepidolite, petalite, eucryptite, and zinnwaldite) projects being developed in China. These deposits are being mined for the production of lithium chemical salt products such as lithium carbonate or lithium hydroxide, both of which are used as component materials in lithium-ion batteries. The growth of EV development in China is pushing exploitation of hard rock lithium projects.

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Lithium Brine Market Research Report

There are several large-scale lithium brine and chemical salt companies in production and development. These chemical salt plants use lithium brine directly to produce their salt products. Big companies such as BYD are pursuing the development of upstream resources in order to reduce their cash costs. Chinese lithium brines located in Qinghai province and Tibet make up the largest share of chemical salt production in China.

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China Lithium Chemical Salt Company Comprehensive Database

There are more than 100 lithium chemical salt companies in planning, development and production stage. These lithium chemical salt plants use spodumene, lithium-mica, and lithium brine as raw material to produce lithium chemical salt products such as lithium carbonate and lithium hydroxide. By 2020 it is estimated China will produce more than 1.4Mtpa of chemical salt product.

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Lithium-ion Battery Market Research Report

China is the leader of the new energy industry, however overcapacity, lower than estimated demand, return of subsidies are currently major problems facing the industry. Many large-scale battery manufacturers such as BYD and Guoxuan Hi-Tech are expanding at a high speed. The cost pressure from the OEM will be transferred to the upstream battery suppliers.

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Solid State Lithium-ion Battery Market Research Report

Chinese new energy companies are pursuing the development of solid state lithium-ion batteries to replace the typical battery cell consisting of two solid electrodes separated by a liquid electrolyte and use next generation technology where a liquid electrolyte with a solid one. Solid state lithium-ion batteries will eventually replace traditional LiB as they have a higher energy density and safety rating.

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Scrap Lithium-ion Battery Recycling Market Research Report

By the year 2020, China will produce 2.3 million EV per annum and therefore, new energy companies in China have started establishing scrap LiB recycling processing plants aimed at recovering valuable metals by converting the waste material into chemical salt products and other by-products which can be recycled and sold back into the market as raw materials used in EV-type LiB production.

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Cathode Material Market Research Report

There are currently more than 24 large-scale cathode material producers in China with an average 4.5% market share. In addition, there are about a dozen large-scale precursor ternary material companies. Recently, in April 2019, CATL announced it would invest more than 9 billion CNY (A$1.82 billion) to develop a 100,000tpa NCM material plant.

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Anode Material Market Research Report

China is the leader of the new energy industry. There are more than a dozen large scale anode material producers in China. Anode material is a critical component material used in lithium-ion batteries. It is commonly made up of graphite and graphene, of which the newest generation is silicon carbon material. Recently, in 2019, Shanshan announced plants to expand its anode production.

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Silicon Carbon Composite Anode Material Market Research Report

Silicon carbon composite anode material is the next generation technology of anode material. Silicon carbon composite anode material can form a binary alloy with lithium and has a theoretical high capacity of 4,200 mAh/g. It is a very promising lithium battery anode material. Silicon carbon composite anode material usage in 2015 was 836 tonnes and is forecast to be 40,915 tonnes in 2020.

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Electric Vehicle Market Research Report

China is the world's largest EV manufacturing country. With an ever increasing stance on new energy production in China, the country will continue to innovate and produce more efficient and environmentally friendly EV away from traditional ICE motor vehicles. Although because of subsidies, many new entrants came in and flooded the market however with the removal of subsidies, the market is contracting.

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Cobalt Market Research Report

Cobalt in the form of cobalt sulfate is an important raw material used in the production of ternary material of cathode material such as NCM and NCA which are both used in the manufacturing of lithium ion batteries. With the expected increase in demand for EV type lithium-ion batteries the growth for cobalt sulfate will continue to grow. There are many Chinese companies with vertically integrated business operations that mine cobalt from the DRC, Africa and process the intermediate products in China.

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Nickel Sulfate Market Research Report

Nickel sulfate is poised to become one of the largest two demand drivers for nickel. Increasing demand of ternary cathode material (NCM/NCA), will establish a new growth market for nickel, in the form of nickel sulfate, the metal salt used in the production of cathode material. Subsequently demand for stainless steel where nickel is a critical raw material, will make nickel demand remain buoyant over the long term.

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Electrolytic Manganese Dioxide (EMD) and Manganese Sulfate Market Research Report

Manganese sulfate is becoming one of the largest drivers for manganese ore. Its precursor intermediate product electrolytic manganese dioxide (EMD) is used in the production of cathode material, in particular, LMO and NCM. Subsequently demand for EV type LiB will drive growth for the EMD market.

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Natural Flake Graphite (SG+EG) Market Research Report

Graphite concentrate is a very important mineral with high thermal conductivity and electrical conductivity. Based on the flake size distribution from small to jumbo, natural flake, graphite concentrate usually producers two intermediate products - spherical graphite or expandable graphite. Spherical graphite is an important raw material used in anode material and expandable graphite is used in the building materials industry.

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Graphene Market Research Report

Graphene, a derivative of graphite, otherwise known as the six element is an emerging new high technology material used in a wide variety of industries, among which the new energy industry and composite material market are most favourable. China and South Korea are the world's leaders in graphene as they hold 85% of global patents and produce the most graphene. Graphene is commonly produced by mechanical stripping method or electrochemical exfoliation method.

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China

Pollucite Market Research Report

Pollucite is the main mineral which hosts economic concentrations of caesium. The pollucite is mined and the contained caesium is processed into intermediate products. The most economic of which is caesium formate which is used in undersea drilling wells as a lubricant for finishing the well. Caesium formate is most used in the North Sea. There are three pollucite bearing deposits in the world, Tanco in Canada, Sinclair in Australia, and Bakita in Zimbabwe.

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Tungsten Market Research Report

Tungsten is one of the most important strategic metals in the world. Tungsten metal is mainly extracted from the minerals scheelite and wolframite. The deposit is mined where a tungsten concentrate is produced. This concentrate product is further upgraded into ammonium paratungstate (APT). APT is then processed into downstream products used in various industries. China is the world's largest APT producing country, where 8 companies dominate the market.

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Molybdenum Market Research Report

Molybdenum is one of the most important strategic metals in the world. Molybdenum metal is mainly extracted from the minerals scheelite and wolframite. About 86% of molybdenum produced is used in metallurgy, with the rest used in chemical applications. The estimated global use is structural steel 35%, stainless steel 25%, chemicals 14%, tool & high-speed steels 9%, cast iron 6%, molybdenum elemental metal 6%, and superalloys 5%.

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Niobium Market Research Report

Niobium is a raw metal commonly found in columbite associated with tantalum. Niobium ore is mined and a concentrate product is produced. The most common intermediate product is ferroniobium which is used a micro alloying material in steel production. The niobium increases steel strength and reduces weight.

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Vanadium Industry Market Research Report

Vanadium is one of the most economically important minerals in the world. Its main use is in the specialty steel market where it is used as a micro alloying material to increase steel properties. Vanadium is commonly mined from vanadium-titanium-magnetite (VTM) deposits or stone coal. A high-purity salt product is produced from a kiln which is then used in steel application.

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China-Mongolia Coking Coal and Steel Industry Market Research Report

This report covers the coking coal market between China and Mongolia. The growth of Mongolian influence in the industry and current industry trends in China. Today most coking coal is imported from either Mongolia or Australia into China where it is used in the production of coke, a critical raw material in steel making. The growth of China's crude steel market and in recent years EPA legislation has a direct influence on the demand for coking coal.

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Titanium (Sponge and TiO2 Pigment) Market Research Report

This report covers the titanium sponge and pigment market. Sponge is the product resulting from the application of the Kroll process on raw titanium ore with intermediate products produced such as ingots, which in turn are used to make slabs, billets, bars, plates, sheets, and other titanium mill products which go into alloy material. Titanium pigment usually goes into paints and coatings industries.

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Potassium Feldspar (Microcline) Market Research Report

Microcline is the most economic mineral among feldspar due to its high potassium content. Feldspar is a common raw material used in glassmaking, ceramics, and to some extent as a filler and extender in paint, plastics, and rubber. In glassmaking, alumina from feldspar improves product hardness, durability, and resistance to chemical corrosion.

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High Purity Quartz (HPQ) Market Research Report

High purity quartz (HPQ) is a naturally occurring mineral with low concentrations of elements other than silicon and oxygen. Its commercial applications include high-tech industries covering products such as semiconductors, high-temperature lamp tubing, telecommunications, optics, microelectronics, solar silicon, and glass manufacturing.

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Zirconium Market Research Report

Zirconium (Zr) is a transition metal that closely resembles hafnium and to a lesser extent, titanium. Zirconium is mainly used as a refractory and opacifier, although small amounts are used as an alloying agent for its strong resistance to corrosion. Common products that use zirconium include piping, fittings and heat exchangers.

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High Purity Alumina (4N, 5N, 6N) Market Research Report

High-purity alumina (HPA) is a processed premium non-metallurgical alumina product characterised by its purity level – i.e. 99.99% (4N), 99.999% (5N) 99.999 (6N). Applications include high level electronics products such as display screens. China has a saturated 4N market but leading in the development of 5N and 6N technology.

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Hydrogen Fuel Cell Technology Market Research Report

From a global perspective, based on current and estimated production volumes it is estimated that by 2030 hydrogen fuel cell technology used in global EV production will have accumulated sales totalling more than 10.3 million vehicles, mostly coming from Japan (800k), South Korea (1.8M), Europe (3.6M), USA (3M) and China (1M), equalling to the entire fuel cell EV market to having an economic output value exceeding US$514 billion, of which China’s market share will be approximately US$50 billion.

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Ilmenite (Manaccanite) Market Research Report

Ilmenite (“menaccanite”), is a titanium-iron oxide mineral (FeTiO), with its main economic mineral as titanium. Titanium is a metal needed to make a variety of high-performance alloys. Most of the ilmenite mined worldwide is used to manufacture titanium dioxide, TiO2, an important pigment, whiting, and polishing abrasive.

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China

Neodymium Magnets (NdFeB) Market Research Report

A neodymium magnet (“NdFeB“) is a widely used rare-earth magnet made from an alloy of neodymium, iron and boron. They are the strongest type of permanent magnet available and are used in many modern commercial applications that require strong permanent magnets, such as motors in cordless tools, hard disk drives, and magnetic fasteners.

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Bauxite Market Research Report

Bauxite is a sedimentary rock with a relatively high aluminium content. It is the world's main source of aluminium. Intermediate products sold into further downstream processing include cement-grade bauxite, fertiliser-grade bauxite and metallurgical-grade bauxite.

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Iron Ore Market Research Report

Iron ore is commonly found in hematite and magnetite bearing mineral deposits. Iron ore is used in the steel making industry. Australia is one of the world's largest producing countries of iron ore, with China as its largest customer.

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Steel Series Market Research Report

We have detailing reports covering the latest information on China's comprehensive steel industry, including crude steel, stainless steel, steel rebar and alloy steel. These steel products are immensely important in the production of our modern economy.

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