Report
Stephan Bogner

The Energy Transition is Running Low on High-Purity Silica Sand: The Elephant in the Room

Did you know that the global daily demand for sand is around 18 kg per person on average? That‘s about 6,570 kg per year – more than an elephant’s weight in sand. This makes sand the world‘s most mined material, with some 50 billion tonnes extracted every year. As you know, sand comes in many colors. Impurities like iron give it a yellowish tint. When the quartz grains are almost pure and not much mixed with other particles, we get white-colored sand. And that‘s the type of rare sand the world needs to make the energy transition a success. It‘s called high-purity (quartz) silica sand and is used for the production of solar panels, wind turbine blades and many other high-tech products like smartphones, TV screens and fibre optics. Alarmingly, we are running out of high-purity silica sand.
 
Underlying
Zimtu Capital Corp

Provider
Rockstone Research
Rockstone Research

Rockstone is a research house specialized in the analysis and valuation of capital markets and publicly listed companies. The focus is set on exploration, development and production of resource deposits as well as marcoeconomic analysis of commodity and currency markets. Our international team of five analysts bring our German and English speaking readership a wealth of experience from the commodity markets: Stephan Bogner (mining analyst), John P. Barry (professional geologist), Chris Berry (macroeconomist), Prof. Dr. Hans Bocker (award-winning book author), and Boris Gerjovic (fundamental analyst).

Analysts
Stephan Bogner

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