CM provides independent advisory services, specialising in value-chain analysis across a range of base and minor metals, including aluminium, zinc, copper, molybdenum, nickel (NPI), magnesium, manganese, tungsten, scandium and titanium (mineral sands). Each of these industries and markets has a strong link to China, either on the supply-side or the demand-side or, in many cases, both.

Sometimes operating in a silo can be a benefit; CM recently turned its attention to China’s booming domestic graphite market. We took a bottom-up, in-amongst-the-weeds approach to gathering data about China’s natural graphite reserves and resources and the costs to produce different grades and shapes of graphite in different regions. We then analysed and synthesised the data and findings to generate a truly independent view about the cost competitiveness of different domestic graphite grades relative to imported graphite.

It is this proven track record to conduct targeted, focused and highly specialised fieldwork-based research projects that has kept our long-term clients coming back year after year.

The output from our research includes in-depth, detailed industry analyses, supply demand forecasts, cost modelling, price forecasting and trends, and bankable marketing reports used in feasibility studies and other documents targeted at the finance community.

Everything about Aluminium

Our experiences and capabilities in the global aluminium industry span the entire value-chain; from bauxite mining through alumina and primary aluminium production, to semi-fabricated products and recycling. CM’s experts have advised the world’s largest mining houses, refiners, smelters, industry bodies, governments, NGOs and many other groups associated with the industry.

Bauxite

CM is the world’s leading bauxite industry advisory group and publisher of the first value-in-use (ViU) bauxite reference price, known as CBIX. CM offers a wide range of products and services to the industry, as well as market intel and price discovery information through its associated website thebauxiteindex.com.

Alumina

Integrated into CM’s aluminium value chain intelligence is our global alumina market analysis, including alumina refining cost modelling, technology analysis and supply demand balance.

Primary Aluminium

CM has conducted a number of detailed and targeted studies into the global primary aluminium sector, with special emphasis on China’s domestic primary aluminium sector, its growth trajectory, cost structure, ownership, technology development and aspirations abroad.

Selective Collection of Metals

Besides aluminium, CM is also the choice provider of market intelligence for many other non-ferrous metals industries including tungsten, magnesium, nickel, scandium, etc.

Tungsten

CM’s experience in the global tungsten industry dates back over a decade, during which time we’ve built (and continuously updated) a number of proprietary databases, including processing cost models. CM has put in place a system to continually assess and update its tungsten industry databases and cost models, and our reputed Ten Year Strategic Outlook For the Global Tungsten Market is updated on a regular basis.

Magnesium

CM is a recognised leader in the global magnesium industry. CM and its associates are well known to the global Mg community, providing Mg industry market research and analytical services to a number of established Chinese and Rest of World (ROW) producers and consumers over the past 20 years. Our on-going Mg industry projects ensure our databases and cost models are always up-to-date.

Nickel (NPI)

Since 2006, CM has conducted many detailed assessments of China’s NPI industry as well as developments regarding laterite mining and processing in Indonesia and the Philippines, all of which have contributed to our proprietary databases, industry knowledge, existing industry networks and a proven capability assess this industry.

Scandium

CM conducts regular studies of the global primary scandium industry, including supply & demand, price forecast and special aluminium industry scandium demand analysis.

China-Centric Industries

Over the past two decade, we have conducted a wide range of consulting projects covering commodity industries right across China, from Xinjiang to Hainan Island. Our ability to conduct detailed assessments in China is a core capability of the business.

Electric Vehicle (EV)

Applying its proven industry assessment methodology, CM has conducted a data-rich ‘bottom-up’ assessment of aluminium usage in China’s NEV passenger vehicle industry, drawing on multiple data sources, primarily government, OEMs and Tier-1 suppliers.

Graphite

CM has conducted several deep-diving assessment of China’s domestic graphite reserves and resources, as well as its battery producers and battery technology providers.

Zinc

CM has many years of experiences in conducting thorough, ground up analyses of the zinc industry value chain. Informed by the findings of numerous field visits and our comprehensive industry database, the view generated from our analysis is original, up to date and – thanks to our exclusive access to primary data – often provides unique insights.

Molybdenum

Molybdenum (moly) is most widely used in the iron and steel-making process for increasing strength, hardenability, weldability, toughness, elevated temperature strength and corrosion resistance. CM’s research into China’s moly supply base dates back to 2007, when China emerged as a potential supplier into the global market.

Tin

CM began its research into global tin supply and demand in 2013 and deepened its analysis in each subsequent year by conducting several deep-diving,  comprehensive field studies to major production regions, including Bangka Belitung in Indonesia, Gejiu in China, Malaysia and, naturally, Myanmar.

Extended Industries

With over two decades of advisory experiences, well-established methodologies and an unparalleled and enviable industry network, CM is well positioned to explore into new industries and has done so by taking on new challenges at the request of our clients.

CM Group – get out, find out.

Experienced, knowledgeable and welcoming. Take the journey with us.

Learn more