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Critical Minerals and Energy Intelligence. Stay Ahead.

Lithium

China targets battery cathode and lithium processing tech in plans for new export controls
China targets battery cathode and lithium processing tech in plans for new export controls
China has outlined plans to restrict exports of key technologies used in lithium refining and electric battery chemical production. The proposal by China's Ministry of Commerce, currently open for public feedback and open to change, includes specific technologies, such as:...
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...
6 billion tons of metals needed by 2050 to meet net-zero emissions, costing $2.1 trillion
6 billion tons of metals needed by 2050 to meet net-zero emissions, costing $2.1 trillion
The world will need 3 billion metric tons of metals from 2024 to 2050 to meet an economic transition scenario, where no long-term climate targets are hit — and, this doubles to 6 billion metric tons, to reach net-zero emissions. The...
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
NATO, the largest peacetime military alliance in the world, has released a list of the 12 defence-critical raw materials essential to the alliance's defence industry. List of NATO defence critical raw materials: Aluminium Beryllium Cobalt Gallium Germanium Graphite Lithium Manganese...
Mexico to review proposed ban on open-pit mining
Mexico to review proposed ban on open-pit mining
President Claudia Sheinbaum has announced a review of the controversial bill to ban open-pit mining in Mexico, as the government looks to capitalize on green energy metals. "In the case of open-pit mining, it is also important to review it....
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
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...
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
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...
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...
Greed, Guts and Glory
Greed, Guts and Glory
Welcome to our new subscription newsletter For years I have wanted to share my thoughts with a broader audience regarding investing and making money in the commodities space. For a variety of reasons I have not turned my attention to this...

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Lithium

China targets battery cathode and lithium processing tech in plans for new export controls
China targets battery cathode and lithium processing tech in plans for new export controls
China has outlined plans to restrict exports of key technologies used in lithium refining and electric battery chemical production. The proposal by China's Ministry of Commerce, currently open for public feedback and open to change, includes specific technologies, such as:...
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...
6 billion tons of metals needed by 2050 to meet net-zero emissions, costing $2.1 trillion
6 billion tons of metals needed by 2050 to meet net-zero emissions, costing $2.1 trillion
The world will need 3 billion metric tons of metals from 2024 to 2050 to meet an economic transition scenario, where no long-term climate targets are hit — and, this doubles to 6 billion metric tons, to reach net-zero emissions. The...
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
NATO, the largest peacetime military alliance in the world, has released a list of the 12 defence-critical raw materials essential to the alliance's defence industry. List of NATO defence critical raw materials: Aluminium Beryllium Cobalt Gallium Germanium Graphite Lithium Manganese...
Mexico to review proposed ban on open-pit mining
Mexico to review proposed ban on open-pit mining
President Claudia Sheinbaum has announced a review of the controversial bill to ban open-pit mining in Mexico, as the government looks to capitalize on green energy metals. "In the case of open-pit mining, it is also important to review it....
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India is heavily dependent on many of the major critical minerals essential to the energy transition, with 100% import dependency for minerals like lithium, cobalt and nickel, according to a new report by the Institute for Energy Economics and Financial...
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...
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors increases investment in lithium project to nearly $1 billion, looking for other critical mineral investments for electric vehicles
General Motors has announced it will invest an additional US$625 million into a joint venture with Lithium Americas Corp to develop Thacker Pass lithium project. The investment will mean GM will acquire 38% interest in the project, with US$387 million...
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...
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...
Greed, Guts and Glory
Greed, Guts and Glory
Welcome to our new subscription newsletter For years I have wanted to share my thoughts with a broader audience regarding investing and making money in the commodities space. For a variety of reasons I have not turned my attention to this...

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Twitter Linkedin Rss

Subscribe for the macro, so you can invest in the micro

Subscribe and get today’s market and industry trends delivered to you in real-time.

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Jan 16, 2025
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