Informations

Future demand for lithium in the EV battery industry

The rapid electrification of transport is reshaping global commodity markets, with lithium becoming a strategic focal point for industry planners, governments, and investors. This article examines the projected trajectory of future demand for lithium in the electric vehicle industry, exploring the drivers behind growth, the constraints and opportunities in supply, technological shifts in batteries, and […]

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How geopolitical tensions shape the critical minerals market

The global race for energy transition and technological superiority has elevated certain raw materials from obscure commodities to strategic assets. This article examines how rising geopolitical tensions influence the market for critical minerals — elements and compounds indispensable for clean energy, defense, and high-tech industries. By tracing the interplay of state policies, trade measures, corporate

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Global supply chain risks for rare earth elements

The global dependence on rare earth elements (REEs) has escalated with the proliferation of advanced electronics, renewable energy technologies, and defense systems. These 17 chemically similar metals—such as neodymium, dysprosium, and terbium—are integral to permanent magnets, catalysts, and phosphors. While their names suggest scarcity, the main challenge is not absolute geological rarity but the uneven

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