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manganese rare-earths nickel copper
# cobalt # copper # gold # lithium # manganese # nickel # rare earths # silver # uranium
# critical minerals # deep sea mining # electric vehicles # expert # general # macro # sustainability # tokenisation
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# electric vehicles

Electric Vehicles

Apr 18, 2024
By François Pommier Suarez
Reading time: 6 mins.

Takeaways In China, year-to-date figures for the first quarter of 2024 show a 28.2% and 31.8% rise in production and sales of NEVs, totalling approximately 2 million units. Recent government initiatives in China are likely to accelerate the shift from ICE vehicles to EVs with a significant boost in EV demand in China this year.With a growing selection of new EV models and enhancements in…

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# lithium

Lithium Prices Linger

Apr 2, 2024
By François Pommier Suarez
Reading time: 8 mins.

Takeaways“The revolutions currently underway have seen the emergence of at least four new value chains: electric vehicles, software, mobility (including finance and energy services) and the circular economy.“Manufacturers need to acquire expertise in these new disciplines, each of which has its own rules and business potential. The new automotive world demands a horizontal, ecosystemic…

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# rare earths

Sustainable Mining – Dialogue with Peak Rare Earths

Mar 25, 2024
By Gaia Research Team
Reading time: 4 mins.

Learn about Peak Rare Earths’ good performance in community relations and the challenge of making ESG scores universally comparable across different mining projects at development stages.

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# general

Sustainable Mining – Postcard from Perth, WA

Feb 21, 2024
By Gaia Research Team
Reading time: 3 mins.

Gain insights from the GAIA research team’s firsthand observations during their visit to Western Australia, gateway to Australian miners.

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# Altiplano   # electric vehicles # expert # critical minerals

Living in The Material World

Sep 20, 2021
By François Pommier Suarez
Reading time: 15 mins.

It is not necessary to recall that the energy transition and the decarbonisation of our economies cannot dispense with the resources provided by our planet.

The world has been used to dealing with the implications of producing and distributing fossil resources like oil and gas. However, a new strong and probably lasting trend is emerging and has taken advantage of the current health crisis to profile itself more intensely.

A transition to clean energy really involves an explosion in demand for certain key metals and minerals.

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