Uranium, the energy transition & the nuclear fuel global supply chain

In 2023, the Sapporo 5 (a strategic partnership between the United States, Canada, France, Japan, and the United Kingdom) agreed to collaborate to develop a secure and resilient global nuclear supply chain.

16 September 2024

Leading the Charge: EV Battery Supply Chains

The strong global push to electrify the world’s vehicle population has in turn created exponential demand for the various components comprising an EV, with the most important being its energy source – the battery. The EV battery (and its supply chain) serves as the single most valuable part of an EV, typically accounting for 30% to 40% of the value of the vehicle[2]. This high cost is mainly attributed to the battery’s composition of several critical raw minerals, including lithium, cobalt, manganese, nickel and graphite[3]. As we share below, these minerals are hard to come by and supply is concentrated in the hands of a few countries.

24 July 2024

The Critical Minerals Production Tax Incentive: what to expect (and why more detail is needed)

The Federal Government's commitment to fostering a Future Made in Australia is set to introduce significant incentives for businesses engaged in the critical minerals sector.

22 July 2024

Critical Minerals - the central role of copper to AI and net zero

Artificial intelligence, in particular generative AI, is rapidly reshaping our global critical minerals landscape.

16 July 2024