Mar
2025
The current environment of uncertainty, trade barriers and retaliatory actions around the world is reframing the way critical materials are seen.
๐ข๐ป๐ฒ ๐๐ฎ๐ ๐๐ต๐ฎ๐ ๐ฃ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ ๐๐น๐๐ฒ ๐ต๐ฎ๐ ๐ฒ๐
๐ฎ๐บ๐ถ๐ป๐ฒ๐ฑ ๐ถ๐ป ๐ฑ๐ถ๐๐ฐ๐๐๐๐ถ๐ผ๐ป๐ ๐๐ถ๐๐ต ๐ผ๐๐ฟ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐ถ๐ ๐๐ผ ๐น๐ผ๐ผ๐ธ ๐ฎ๐ ๐๐ต๐ฒ ๐ฒ๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐ ๐ผ๐ณ ๐ฏ๐-๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐๐.
When we look at the critical materials we cover here at Project Blue, about 1/3 are produced entirely as a by-product, and these materials are critical to semiconductors, aerospace and electronics.
๐๐ ๐๐ต๐ฒ ๐ฐ๐ฟ๐ถ๐๐ถ๐ฐ๐ฎ๐น ๐ป๐ฎ๐๐๐ฟ๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ๐๐ฒ ๐ฏ๐-๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ ๐ฒ๐ป๐ผ๐๐ด๐ต ๐๐ผ ๐ต๐ฒ๐ฑ๐ด๐ฒ ๐ผ๐ฟ ๐ฝ๐ผ๐๐๐ถ๐ฏ๐น๐ ๐ฒ๐๐ฒ๐ป ๐ฒ๐ป๐ต๐ฎ๐ป๐ฐ๐ฒ ๐ฎ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐?
In our new ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ป๐๐ถ๐ด๐ต๐๐ video, our Head of Consulting Jessica Fung shares her thoughts on some of the key factors to consider.
To speak to Jessica and our Consulting team about how we can support market participants in this area, email consulting@projectblue.com