Strategic Insights: The Economics of By-Products

Videos

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.

𝗢𝗻𝗲 𝘄𝗮𝘆 𝘁𝗵𝗮𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗕𝗹𝘂𝗲 𝗵𝗮𝘀 𝗲𝘅𝗮𝗺𝗶𝗻𝗲𝗱 𝗶𝗻 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝘀 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗶𝘀 𝘁𝗼 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘁𝗵𝗲 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀 𝗼𝗳 𝗯𝘆-𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀.


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.

𝗜𝘀 𝘁𝗵𝗲 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗻𝗮𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗯𝘆-𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗵𝗲𝗱𝗴𝗲 𝗼𝗿 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝘆 𝗲𝘃𝗲𝗻 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

In our new 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 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

12

Mar

  • Jessica Fung

10

Mar

  • Luke Adriaans

5

Mar

  • Kyle Pronk

18

Feb

  • Jessica Fung

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