Strategic Insights: The Economics of By-Products

News Analysis

12

Mar

2025

Strategic Insights: The Economics of By-Products

The current environment of uncertainty, trade barriers and retaliatory actions around the world is reframing the way critical materials are seen.

๐—ข๐—ป๐—ฒ ๐˜„๐—ฎ๐˜† ๐˜๐—ต๐—ฎ๐˜ ๐—ฃ๐—ฟ๐—ผ๐—ท๐—ฒ๐—ฐ๐˜ ๐—•๐—น๐˜‚๐—ฒ ๐—ต๐—ฎ๐˜€ ๐—ฒ๐˜…๐—ฎ๐—บ๐—ถ๐—ป๐—ฒ๐—ฑ ๐—ถ๐—ป ๐—ฑ๐—ถ๐˜€๐—ฐ๐˜‚๐˜€๐˜€๐—ถ๐—ผ๐—ป๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—ถ๐˜€ ๐˜๐—ผ ๐—น๐—ผ๐—ผ๐—ธ ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—ฒ๐—ฐ๐—ผ๐—ป๐—ผ๐—บ๐—ถ๐—ฐ๐˜€ ๐—ผ๐—ณ ๐—ฏ๐˜†-๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€.


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.

๐—œ๐˜€ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ฟ๐—ถ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—ป๐—ฎ๐˜๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ๐˜€๐—ฒ ๐—ฏ๐˜†-๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€ ๐—ฒ๐—ป๐—ผ๐˜‚๐—ด๐—ต ๐˜๐—ผ ๐—ต๐—ฒ๐—ฑ๐—ด๐—ฒ ๐—ผ๐—ฟ ๐—ฝ๐—ผ๐˜€๐˜€๐—ถ๐—ฏ๐—น๐˜† ๐—ฒ๐˜ƒ๐—ฒ๐—ป ๐—ฒ๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฎ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€?

In our new ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—œ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ 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


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