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Critical Minerals and Energy Intelligence. Stay Ahead.

Cobalt

Critical mineral supply for electric batteries faces shortfall by 2030
Critical mineral supply for electric batteries faces shortfall by 2030
Electric battery manufacturers can expect supply deficits across key critical minerals by 2030, including lithium, nickel, manganese and cobalt, due to soaring demand, as well as imbalanced regional supply and demand. A new report by McKinsey & Company estimates estimates...
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
US tightens restrictions on critical minerals and electric battery parts from China
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted or processed from China, or other foreign entity of concern (FEOC), will not be eligible for a US$7,500 credit from...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that...

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Cobalt

Critical mineral supply for electric batteries faces shortfall by 2030
Critical mineral supply for electric batteries faces shortfall by 2030
Electric battery manufacturers can expect supply deficits across key critical minerals by 2030, including lithium, nickel, manganese and cobalt, due to soaring demand, as well as imbalanced regional supply and demand. A new report by McKinsey & Company estimates estimates...
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements. The five minerals whose frequency of appearance in critical materials lists...
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from today’s leading producers, according to the latest World Energy Outlook report by the IEA. This trend reflects the concentration of...
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to a new report by the International Renewable Energy Alliance (IRENA). In particular: demand for lithium from EV batteries could roughly...
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Refining is the chokepoint
Refining is the chokepoint
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid, Russia's invasion of Ukraine and and escalating geopolitical tensions between China and the US. For example, the US Inflation Reduction...
Artificial Intelligence and the next critical mineral supercycle
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers will increase pressure on global supply chains already under strain to meet global net-zero targets....
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to secure critical minerals involves new mines, billion-dollar investment, international partnerships but, strategy potentially undermined by pull of cheap minerals from...
Deep-sea mining is coming, whether the environmental lobby like it or not
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen and Volvo have called for deep-sea mining moratorium US claims area twice seize of California containing over “50 hard minerals”,...
US tightens restrictions on critical minerals and electric battery parts from China
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted or processed from China, or other foreign entity of concern (FEOC), will not be eligible for a US$7,500 credit from...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that...

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