ProjectBlue

Market intelligence on
critical material supply chains

50 critical materials covered
200+ years combined experience in our senior team
360 degree expertise via research, consulting and events
About Us
Clarity from Mine to Market

Project Blue delivers premium, data-driven insight across critical material supply chains - helping you make faster, more informed decisions.

Who We Serve and How

Commodity Producers and Project Developers

Navigate complex, connected and increasingly strategic markets with confidence.

Consumers, OEMs and Procurement Teams

Strengthen procurement strategies with trusted, independent insight into complex global supply chains.

Financial Institutions, Investors and Lenders

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.

Governments and International Bodies

Inform policy and long-term strategy with a comprehensive view of critical material supply chains.

Bespoke consulting

Our experts deliver customised solutions to support strategic decisions across critical material supply chains.

Built on deep market expertise and global data coverage, we help clients identify risk, capture opportunity and gain a competitive edge.

SPEAK TO OUR CONSULTING TEAM
Shifting Critical Material World Order

Request our free-to-receive report to learn more.

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Project Blue's Special Insight report focuses on some of the key recent developments:
  • 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.

Upcoming Events

Where expert insight meets the conversations shaping global supply chains.

The power of Proxima

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.
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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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The Blue View

Subscribe to Project Blue's free weekly round-up of critical materials news analysis, opinion, and video content.

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South Africa losing momentum in global vanadium supply

South Africa remains an important player in the global vanadium market[JA1.1], ranking fourth among the world’s top five producers and one of the few primary vanadium producers (alongside Brazil and China). In other words, vanadium in South Africa is extracted from ore rather than recovering it from metallurgical slag or recycled from spent catalysts. This enables South Africa to supply high-purity vanadium pentoxide (V₂O₅), which is used in the aerospace and defence industries.

South African ferrochrome’s ZAR62c/kWh lifeline

The approval of Eskom’s ZAR62c/kWh (US$0.038/kWh) tariff for energy-intensive users marks a significant milestone for South Africa’s ferrochrome industry. Whilst the tariff alone is unlikely to reverse two decades of structural decline, it may help stabilise the sector and preserve the country’s remaining competitive smelting capacity.