Energy Transition
How the global energy transition drives demand for Lobito Corridor minerals: copper, cobalt, lithium, and rare earths.
Mapping the global battery gigafactory buildout by CATL, BYD, LG, Samsung, Panasonic, and Western entrants. Analysis of raw material demand …
Analysis of battery recycling technologies, key players like Li-Cycle and Redwood Materials, EU battery regulation, and recycled content mandates.
Deep analysis of battery cathode chemistries including NMC 811, NCA, LFP, LMFP, sodium-ion, and solid state, with mineral intensity comparisons.
Comprehensive analysis of global cobalt demand driven by EV batteries, NMC vs LFP chemistry shifts, thrifting trends, and long-term demand …
Analysis of surging copper demand driven by electrification, EVs, renewables, grid modernisation, and data centres. Demand projections to 2035 and …
Analysis of lithium demand driven by EV battery growth, brine vs hard-rock supply, price cycles, DRC Manono deposit, and African lithium potential.
Comprehensive analysis of the minerals required for solar PV manufacturing including polysilicon, silver, copper, tellurium, gallium, and cadmium.
Analysis of minerals required for wind energy including rare earths for permanent magnets, copper, steel, balsa wood, and offshore wind mineral …
Analysis of direct supply agreements between automakers and mining companies, including Tesla, BMW, VW, and GM mineral procurement strategies.
Analysis of the IEA's projected fourfold increase in critical mineral demand for clean energy, covering minerals per EV, wind turbine, and solar …
Analysis of China's dominance in critical mineral refining, the Western processing capacity shortfall, investment requirements, and policy responses.
Comprehensive analysis of how critical minerals from the Lobito Corridor feed the global EV battery supply chain. Covers copper, cobalt, lithium, …