Critical Minerals

Graphite – A Critical Mineral

Understanding the end-use applications of critical minerals is essential to forecasting long-term demand. Critical minerals are foundational across a spectrum of evolving technologies.

The EV battery adoption created the onset demand for critical minerals. EV momentum has moderated but this is not an indication that battery power is abating.
Grid-scale energy storage is non-negotiable for integrating intermittent renewable, reinforcing the role of graphite and REEs in energy infrastructure
IEA data shows strongest demand growth from “other uses,” including defense, consumer electronics and next-gen technologies
Critical minerals are not a one-theme story, they are structural enablers across diverse high-impact sectors, some with national security implications