Department of Defense budget request of US$842 billion for 2024, increase of $26 billion over 2023 US lacks domestic production of 14 critical minerals, and import-reliant for more than 50% for 31 US military is driving investment and legislation for secure...
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs silver mine production fell by 5 million ounces in 2022 The global silver market ran...
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.
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so recycling will be essential for long-term supply it can take up 20 years before an...
The energy transition will need more copper than all the world has consumed from 1900-2021. The problem (and opportunity for investors): supply is struggling to keep up.
demand for critical minerals could rise six times by 2040 on average it takes 16 years for a new mine to be approved financial premium benefits for ESG mines higher than "traditional" mines governments in the West promising to speed...
China has started to dismantle its national zero-Covid policy expectations for economic growth and commodity demand to rise in 2023 there will be volatility, for investors timing will be everything China has announced significant measures loosening its zero-Covid policy, with major...
Last year, China turned the nickel market on its head after the world’s biggest stainless-steel producer, Tsingshan Holding Group, agreed to supply about 100,000 tonnes of matte (containing approximately 65-75% Ni) to Huayou Cobalt and battery materials maker CNGR Advanced...
