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Critical Minerals and Energy Intelligence. Stay Ahead.

Graphite

China bans exports of gallium, germanium and antimony to the US
China has announced it is banning the export of critical minerals gallium, germanium, antimony, as well as superhard materials to the US. A new review of graphite is also set to be implemented. The ban comes after the US imposed...
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...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
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...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.
Graphite mining at turning point
Graphite mining at turning point
Natural graphite is a critical element for electric vehicle batteries and energy storage systems and it’s facing a potential 1.2-million-metric-ton supply shortage in 2030, rising to 8 million tons by 2040.
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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Graphite

China bans exports of gallium, germanium and antimony to the US
China bans exports of gallium, germanium and antimony to the US
China has announced it is banning the export of critical minerals gallium, germanium, antimony, as well as superhard materials to the US. A new review of graphite is also set to be implemented. The ban comes after the US imposed...
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...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...
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...
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
gallium and germanium are critical metals for semiconductors and military exports from China, world’s largest exporter, fell over 80% after restrictions the restrictions are the first in series of new critical mineral export controls China’s restrictions on all exports of...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s values for copper, cobalt, lithium, graphite and nickel by 2040.
Graphite mining at turning point
Graphite mining at turning point
Natural graphite is a critical element for electric vehicle batteries and energy storage systems and it’s facing a potential 1.2-million-metric-ton supply shortage in 2030, rising to 8 million tons by 2040.
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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