Informations

The global transition to low-carbon energy and transport systems has profound implications for the markets that supply the raw materials underpinning this transformation. As governments tighten emissions targets and roll out incentives for clean technologies, the interplay between public policy and resource economics reshapes demand patterns, investment decisions, and geopolitical alignments. This article examines how […]

The global push to decarbonize energy systems is reshaping commodity markets, with profound consequences for the trade, processing and strategic importance of a wide range of metals. As nations accelerate the rollout of electric vehicles, wind turbines, solar arrays and battery storage, the demand profile for certain metals is rising sharply. This article explores the

The global transition to low-carbon energy systems is reshaping commodity markets, with particular implications for copper. As economies electrify transportation, heating and industry, demand for certain materials will rise sharply. This article examines the multiple forces driving copper consumption, the constraints on supply and processing, technological and market responses that could moderate future needs, and

The pursuit of minerals has entered a new era where computational power and domain knowledge converge. This article explores how AI accelerates mineral exploration, transforming raw geoscience data into actionable insights. By combining historical records, satellite imagery, and modern sensor networks, companies can prioritize targets, reduce environmental impact, and increase the probability of discovery. Below

The modern global order increasingly depends on a narrow set of raw materials that power everything from consumer electronics to advanced weapons systems. As demand rises and extraction proves concentrated in a few regions, the risk of supply interruptions has moved from an economic nuisance to a core national security concern. This article examines the

The global market for alumina and its upstream raw material, bauxite, is navigating a period of pronounced change. Shifts in demand patterns, growing environmental scrutiny, and a series of supply shocks have combined to put pressure on pricing and force stakeholders to reassess strategy. This article examines the current landscape of global bauxite supply, the

The transition to a low-carbon electricity system requires not only abundant renewable generation but also reliable, affordable methods to store energy at scale. Vanadium-based technologies, and in particular the vanadium redox flow battery, are attracting renewed attention because they offer a distinctive combination of characteristics valuable for grid-scale energy storage. This article examines the science

The prospect of extracting mineral wealth from the ocean floor has moved from science fiction into boardroom strategy over the last decade. As terrestrial deposits become harder to access and demand for batteries and electronics rises, the idea of harvesting resources from abyssal plains and seamounts could fundamentally reshape how the world sources critical raw

The strategic role of tungsten in modern military technology cannot be overstated. As a high-density, high-performance metal, tungsten underpins a wide range of defense capabilities — from armor-piercing munitions to hardened components in aircraft engines and precision guidance systems. Growing geopolitical friction and concentrated control over extraction and processing create acute supply risks for defense

The dwindling availability of helium represents a growing challenge for laboratories, hospitals and high-tech industries that rely on its unique physical properties. This inert noble gas is indispensable for applications ranging from MRI scanners to particle accelerators, and its scarcity has cascading effects on experimental schedules, operating budgets and long-term planning. Understanding the drivers of