Archives for Commodities

ASX Exposure to the Metalloids

A metalloid is an element that has properties intermediate between metals and nonmetals. They typically appear metallic but are brittle and poor (semi) conductors. They can be alloyed with metals. They have a wide range of uses such as catalysts, flame retardants, glass, semiconductors and electronics. There are six commonly…

Sulphur & Sulphuric Acid

Virtually all sulphur produced worldwide is used to make sulphuric acid, mostly produced by the Contact Process. In this process sulphur is burned in air, or ores like pyrite are heated in air, to produce sulphur dioxide. This is then converted to sulphur trioxide by heating in air to about…

ASX Zinc Stocks

Global zinc production in 2020 is estimated to be 12Mt, less than 2019 due to the COVID panic. The biggest producers were China, Peru and Australia. World zinc reserves are 250Mt and resources about 1.9Bt. Zinc has been known since Roman times but rarely used until recent times. The Chinese…

ASX Nitrogen Stocks

Nitrogen is “fixed” as ammonia (NH3) primarily by way of the Haber-Bosch process. This takes nitrogen from the air, hydrogen from natural gas and combines them at a 1:3 ratio and heats the mixture to 400OC at a pressure of 200 atm to form ammonia. There are various “green” ammonia…

ASX Silica Sand Companies

Silica sands must be at least 95% silica (SiO2) and less than 0.6% iron oxide. Lower grade sand is usually called regular sand or construction sand. The world consumes about 300M tonnes of silica sand every year. The largest consumers are China and North America Some are predicting a looming…

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