The IEA projects a 25% copper mine-supply deficit by 2035, a bottleneck for grids, electrification and industrial resilience. -25%
The Energy Transition Commission estimates that we need to produce $22 Trillion of Critical Metals to supply the energy transition $22T
Critical mineral supply chains are moving in the wrong direction: the top three producers now control 86% of processing across key energy minerals. 86%
More than half of energy-related strategic minerals are now subject to export controls making local recovery capacity a supply-chain priority. 55%