The IEA projects a 30% copper mine-supply deficit by 2035, a bottleneck for grids, electrification and industrial resilience. -30%
The Energy Transition Commission estimates that we need to produce $18 Trillion of Critical Metals to supply the energy transition $18T
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%