Analysis of the raw materials, processing capacity, suppliers and industrial dependencies that shape the deployment of energy and climate technologies. Topics include rare earths, lithium, graphite, permanent magnets and geographic concentration risks.
Lithium for batteries dominates the debate. Yet very specific lithium streams are becoming critical for advanced nuclear. Natural lithium (7.5% Li-6 and 92.5% Li-7) is perfectly fine for EVs because only chemical purity matters, not isotope ratio. However, isotopes are considered differently in the nuclear sector ▶️ In fission, Li-7 […]
Read more
Over the last few days, several updates have put Myanmar and the Terbium (Tb) and Dysprosium (Dy) supply chain back in the spotlight. Because Dy/Tb boost magnet strength at high temperature, they are essential for magnets used in EV drivetrains, wind turbines, and defense systems… ➡️ The Myanmar→Yunnan corridor is […]
Read more
I had a look at the new organisation chart of the US DOE over the weekend… and the message is pretty clear ➡️ What are the main changes? • The 2 major clean energy pillars EERE (Office of Energy Efficiency and Renewable Energy) and OCED (Office of Clean Energy Demonstrations) […]
Read more