Strategic Commodities

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: 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 Demand

A lithium mine in Chile as seen from space, modified, cc NASA, public domain, https://www.jpl.nasa.gov/spaceimages/images/largesize/PIA23420_hires.jpg

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 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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