Sector — 03
Critical Minerals
Securing the supply chains that underpin every clean energy technology — from lithium and cobalt to rare earth elements.
Overview
The minerals that make clean energy possible
The clean energy transition is, at its core, a minerals transition. Electric vehicle batteries, wind turbine magnets, solar panels, and fuel cells all depend on a reliable supply of critical minerals — many of which are geographically concentrated, subject to geopolitical risk, and extracted under varying environmental and social standards.
We provide supply chain analysis, risk assessment, and strategic advisory to help governments, investors, and industry build resilient, responsibly sourced critical minerals supply chains that can support the scale of the energy transition ahead.
Focus Areas
Supply Chain Risk Assessment
Quantitative and qualitative analysis of supply chain vulnerabilities — from geopolitical concentration risk to logistics and processing bottlenecks.
Responsible Sourcing
Frameworks and advisory for ensuring critical minerals are sourced in compliance with environmental, social, and governance standards.
Strategic Stockpiling & Diversification
Research into national and corporate strategies for reducing dependence on single-source supply chains through diversification and stockpiling.
Recycling & Circular Economy
Analysis of secondary supply pathways — including battery recycling and urban mining — as a complement to primary extraction.
Strengthen your minerals strategy
Governments, investors, and industry leaders trust us to provide the analysis and insight needed to navigate critical minerals risk.