Vertical · 05 · Critical minerals
Lithium, cobalt, nickel, copper, rare earths — the mines, the processors, the offtake agreements, and the geopolitics that move through them.
The Critical minerals Vertical covers lithium, cobalt, nickel, copper, and rare earths — the mines, processors, offtake agreements, and the geopolitics that move through them. The Nexus connects mineral flows to Power markets (battery and grid build-out) and to Petrochemicals (electrified processes).
DomainCritical mineralsFoundationthe NexusPosition5 of 5
I.What it covers
What it covers
The Critical minerals Vertical as the canonical view of its domain.
The Critical minerals Vertical covers lithium, cobalt, nickel, copper, and rare earths — the mines, processors, offtake agreements, and the geopolitics that move through them. The Nexus connects mineral flows to Power markets (battery and grid build-out) and to Petrochemicals (electrified processes).
- Coverage
- Global with regional granularity
- Time horizon
- Historical, current, forward-looking
- Update cadence
- Continuous
- Extension
- Firms add private structure on top of the canonical
II.
Connected through the Nexus
A question that crosses Critical minerals’s edge has somewhere to go.
The Critical minerals Vertical is connected to the rest of the energy world through the Nexus. Upstream drivers, downstream consequences, and cross-Vertical risk are visible the moment an event lands.
The invitation
We work with the firms shaping the next decade of global energy.
If that is the seat you sit in, we should talk.
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