Market intelligence on
critical material supply chains
Project Blue delivers premium, data-driven insight across critical material supply chains - helping you make faster, more informed decisions.
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Commodity Producers and Project Developers
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Consumers, OEMs and Procurement Teams
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Support investment and lending decisions with robust analysis grounded in real market fundamentals.
Merchants and Trading Companies
Enhance trading strategies with timely insight into market movements, pricing trends and supply-demand dynamics.
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Inform policy and long-term strategy with a comprehensive view of critical material supply chains.
Our experts deliver customised solutions to support strategic decisions across critical material supply chains.
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Download- China's move to being a net importer of hydroxide
- The lithium carbonate inventory drawdown in China
- Evolutions in costs in at Australian spodumene assets
The lithium market in 2026 has seen sentiment improve, as prices rose early in the year and demand improved, and market participants are now assessing how the industry will develop in H2 and beyond.
Join our international events to gain expert insight, connect with key decision‑makers, and position your business ahead of market developments.
Where expert insight meets the conversations shaping global supply chains.
Trusted critical materials data on one platform
Understand the rapidly evolving critical material supply chains which underpin energy transition.
Proxima provides you with the tools to explore Project Blue’s deep coverage of commodity markets.
Tools
- Evaluate mining companies, owners and operators.
- Filter maps and tables by type, status, and product.
- Curate maps and tables to embed in your workflows.
Coverage
- Detailed profiles of mines, projects, refineries and manufacturing facilities.
- View capacity levels and historical production.
- View ownership and operator information.
User-friendly tools
Our platform is designed with the customer in mind. Use filters to curate maps and tables to provide you with the insight you require.
Accurate data
Our database is built and maintained by a global team of analysts, supported by commodity leaders who are experts in their fields.
Updated daily
Our team is constantly tracking key market developments. We update Proxima daily and push notifications to our customers.
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Sign upChinese cell and cathode producers pursue supply chain diversification as a core strategy to mitigate systemic supply chain risks
Hunan Yuneng, China’s top LFP cathode material manufacturer, announced a blanket price increase of RMB2,000/t (US$296/t) across its entire LFP product portfolio, effective 1 August 2026. The move comes amid sustained upward pressure on raw material costs throughout 2026, which has severely compressed margins across the domestic cathode segment.
5E Advanced Materials awarded US$8M for US boron project development
Fort Cady Boron was highlighted as one of the projects listed in President Trump’s Critical Mineral Initiative at the American Mining Round Table last week in Washington.