CEO at KRIXOS | Critical Minerals, Mining, Energy, Geopolitics, Intel, Supply Chains, EVs, Batteries | TA RawMaterials | Supported by EIT RawMaterials, co-funded by the EU
⛏️ Critical Minerals: "NATO releases list of 12 defence-critical raw materials" - updated 16 Dec 2024 Here's the list of NATO Defence Critical Minerals from the article: 1. Aluminium, 2. Beryllium, 3. Cobalt, 4. Gallium, 5. Germanium, 6. Graphite, 7. Lithium, 8. Manganese, 9. Platinum, 10. Rare Earth Elements, 11. Titanium, 12. Tungsten 👉 Article: https://lnkd.in/dnhtEXbG (Doc from article attached) On the topic of NATO's requirements, an insightful and informative article today by 🇬🇧 British diplomat Ian Proud which is featured on Responsible Statecraft: "NATO countries spending 3%? That's empire." Mark Rutte wants Cold War spending but Russia is in no way the same adversary, calling into question real motives. 👉 Article: https://lnkd.in/d2zsvJYy #lithium #rareearths #graphite #mining #criticalminerals #rawmaterials #cobalt #nato #russia #ukraine
Countries can publish these road maps, white papers and reports until the cows come home, it doesn’t change the fact that the current approach of governments and (mostly small) companies are wholly inadequate to address the wild swings of controlled supply and prices, as complete western supply chains are not underwritten and still depend upon authoritarian countries at some level of intermediate processing in the value chain towards final products. The metals/minerals are critical because of those controls and market failures and none of these reports (which has been published ad nauseum to appear that someone is doing something… but nothing truly meaningful) and change the way we do things to truly ensure a steady, reliable, price-resilient, transparent and green supply chains. The approach is piecemeal, fragmented and many of the small companies involved cannot survive on their own and are dependent on grant harvesting of government handouts which are never sufficient to ensure long term stability and provide long term safety nets until such time that complete parallel supply chains are fully in place and stable irrespective of price manipulation, and artificial supply and market controls.
Ian Bishop
1w
Elemental Advanced Materials, Inc expects to be in production of graphene and carbon nano onions from plastic in Q1 which will help address the shortfall. We are also testing the same single step process to recover REE from waste electronics.
CEO | Canadian vision of #AGI and recruiting | Award winning entrepreneur | Recognized global #VMS expert | Founder HCMWorks | Staffing Industry strategist and Expert | Public Speaker through Speakers Bureau of Canada
1wHow much of that mineral supply does China control?