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EV

Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
Stellar electric vehicle sales keep focus on tight metal markets
Stellar electric vehicle sales keep focus on tight metal markets
sales of electric vehicles forecast to rise over 10x by 2030 electric vehicle sales growth has potential to create demand for cobalt, lithium, nickel worth US$300 billion by 2030* by 2030, demand could outstrip supply in cobalt by 32%, nickel...

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EV

Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
Stellar electric vehicle sales keep focus on tight metal markets
Stellar electric vehicle sales keep focus on tight metal markets
sales of electric vehicles forecast to rise over 10x by 2030 electric vehicle sales growth has potential to create demand for cobalt, lithium, nickel worth US$300 billion by 2030* by 2030, demand could outstrip supply in cobalt by 32%, nickel...

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Oct 15, 2024
80% of US financial support to mining industry is for new mine development
Oct 14, 2024
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Oct 13, 2024
Tin & Antimony: Supply, Demand, and Challenges

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