#green energy transition
Discover 6 curated intelligence briefings related to this specific topic.
Mining Supremacy Dictates Battery Dominance
Industry leaders from CATL to LG Energy Solution are abandoning processing delusions to secure raw dirt and diversify end-use applications.
Mining Bottlenecks Force Battery Vertical Integration
CATL moves into raw mining as refining ceases to be the primary constraint, while US production pivots from EV cells to grid-scale storage amid regulatory volatility.
Battery Capital Is Migrating to the Grid
Honda abandons US EV goals for energy storage, CATL identifies mining as the critical bottleneck, and European regulators scramble for industrial sovereignty as the battery market pivots toward the grid.
Does Resource Sovereignty Replace Diplomacy?
A strategic analysis of the transition from global interdependence to a fragmented era of fortress economics, where military bases become processing plants and regional security is repriced in real-time.
The Geologic Hedge: Why Sovereignty Now Outweighs Sustainability
From the US Army's processing plants to Nigeria's polymetallic provinces, the global race for minerals is less about climate and more about survival in a post-dollar era.
Stop Calling Africa a Mine
Forget the old narrative of the passive resource colony. From the cobalt hubs of the DRC to the new polymetallic province in Kaduna, African nations are transforming raw deposits into geopolitical leverage.