Strategic Commodities

Strategic Commodities 2.0: Global Lithium Demand

cc flickr Coordenação-Geral de Observação da Terra/INPE, modified, https://flickr.com/photos/observacao-da-terra/43000042851/in/photolist-2j4pvzc-ZgN3te-oDrCNL-ohRG7R-8VT8yi-aMPDpv-6arXby-28vLsDa-6anAWe-6anAWc-ZMstLE-ZSaJt4-FVAXce-FVB1Vr-NqM8Ee-NmNxFn-2bWTzZz-2aG93uT-8qNChk-8qNC4p-8qRJmm-8qRTT9-8qRUiL-8qRU5f-8qNNbt-ZSaEkV-8qNNkK-FVAWTt-ZMs9W5-ZMsrCG-ZSaK1X-ZMspgN-ZMsskJ-ZSaKNt-ZSaLcz-ZMstiq-8qRUbd-8qRUHm-8qNBJe-8qRUMs-8qRTYL-8qRJ41-8qNBXk-8qRJJf-8qNCrg

New energy paradigms demand new strategic commodities. First in a new series, this article examines factors impacting lithium demand over the next decade.

Strategic Commodities 2.0: Global Uranium Supply & Demand

cc Achilaos, wikicommons, modified, https://commons.wikimedia.org/w/index.php?title=Special:Search&limit=500&offset=0&ns0=1&ns6=1&ns14=1&search=nuclear+power+plant#/media/File:Leibstadt_AG_-_Nuclear_Power_Plant_-_02.jpg

Next in our series on strategic commodities we examine uranium, a key input in nuclear power generation that was included on the US Interior Department’s list of critical minerals.

Strategic Commodities 2.0: Global Tin Supply & Demand

cc Flickr Doggettx,modified, https://creativecommons.org/licenses/by/2.0/

Next in our series on strategic commodities we examine tin, a conflict mineral whose production is increasingly dominated by Asian states.

Greenland Election to Resonate in Global Rare Earth Supply

cc FLickr Greenland Travel, modified, https://creativecommons.org/licenses/by/2.0/

A snap general election in Greenland could reverberate in Arctic geopolitics and rare earth mineral supply chains the world over.

DRC Dreams of Cobalt Monopoly

cc Flickr MONUSCO Photos, modified, https://www.flickr.com/photos/monusco/13406579753

The Democratic Republic of Congo produces most of the world’s cobalt, but has little power over global prices. Kinshasa is working to change that.

Strategic Commodities 2.0: Global Tantalum Supply & Demand

cc Hi-Res Images of Chemical Elements, modified, https://commons.wikimedia.org/wiki/File:Single_piece_of_tantalum,_about_1_cm_in_size..jpg

Next in our series on strategic commodities we examine tantalum, a conflict mineral with complex geopolitical ramifications for East Africa and beyond.

Strategic Commodities 2.0: Nickel Supply and Demand

A display near Sudbury's 'Big Nickel' in Canada, cc Flickr Mike Beauregard, modified, Mike Beauregard

Next in our series on strategic commodities we examine nickel, a lithium-ion battery input that many hope will one day supplant cobalt. But these plans could be upended by a supply squeeze looming on the horizon.

Strategic Commodities 2.0: Renewables Race in the Post-Oil Era

cc Flickr European Space Agency,modified, https://www.flickr.com/photos/europeanspaceagency/49921650913/in/photolist-2aPDwpa-2j4pvzc-aMPDpv-oRrr1c-iZfaSL-7jVKUJ-ozdCs1-oQmBfq-oQmdYF-2hTHFUq-9dsYia-28vLsDa-ozdQUJ-p96a8K-p95d5S-aCj9u6-aCjb2Z-hogAQL-2hSErX6

Post-oil geopolitics will still be dictated by access to key inputs, impacting foreign policies, multilateral alliances, and state support for the mining sector.

Strategic Commodities 2.0: US Lithium Production

Lithium brine pools at Silver Peak, Nevada. cc Flickr Coordenação-Geral de Observação da Terra/INPE, modified, https://www.flickr.com/photos/observacao-da-terra/30472813037/in/photolist-63T9D2-2haMFur-2hHPypj-2haNErD-2hqfRnp-2hrHEYA-2hHNyyf-2hujwGZ-T258uS-2hqbYYg-T258A3-NqM8Ee-aCj9u6-aCjb2Z-hogAQL-8qNChk-8qNC4p-8qRJmm-8qRTT9-8qRUiL-8qRU5f-8qNNbt-8qRUbd-8qRUHm-8qNBJe-8qNNkK-8qRTYL-8qRUMs-8qRJ41-8qNBXk-8qRJJf-8qNCrg-aCmPC7-aCjavr-2iTAFMj

US battery giants have long been reliant on foreign lithium supply for their production. But this is now changing.

Strategic Commodities 2.0: Global Lithium Supply

lithium supply - Salt-encrusted lake beds, called salars, are scattered across the high, dry, and windy Puna de Atacama. Formed from the concentrated remnants of vast ancient lakes, the salars hold many soluble minerals, like potassium salts, lithium salts, and table salt. The Salar de Olaroz lithium mine is a new facility that will be capable of producing 17,500 metric tonnes of lithium carbonate per year by the end of 2015., cc Planet Labs, modified, https://commons.wikimedia.org/wiki/File:Salar_de_Olaroz_Lithium_Mine,_Argentina_by_Planet_Labs.jpg

New energy paradigms demand new strategic commodities. This article examines factors impacting lithium supply over the next decade.

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