Critical Minerals and Energy Intelligence. Stay Ahead.

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Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition

October 24, 2024

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

October 16, 2024

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

October 14, 2024

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...

China imposes export controls on graphite

October 20, 2023

China has introduced new export controls on graphite on “national security” grounds. China dominates the global supply chain for graphite, producing 820,000 metric tonnes of natural graphite in 2021, according to the US Geological Survey, against world production of only 1 million...