Project Blue

Great to be Washington DC to attend the SAFE 𝗦𝘂𝗺𝗺𝗶𝘁 𝟮𝟬𝟮𝟱. In the current geopolitical environment there is no more important topic than understanding the impact of global supply chains on energy, minerals, manufacturing, and national security. It has been a pleasure to listen and learn and to catch-up with colleagues and partners. Project Blue

A fantastic SAFE 𝗦𝘂𝗺𝗺𝗶𝘁 𝟮𝟬𝟮𝟱 in Washington DC this week, which Project Blue Founder and Director Steven Seget is attending. If you're in Washington DC this week and wish to discuss Project Blue's analysis of recent developments and our outlook for #criticalmaterial and #energytransition supply chains, please reach out.

🔋 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗕𝗹𝘂𝗲 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝘀 𝗖𝗮𝘁𝗵𝗼𝗱𝗲 𝗮𝗻𝗱 𝗣𝗿𝗲𝗰𝘂𝗿𝘀𝗼𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 🔋 📣 We are delighted to announce the launch of this service, which provides detailed analysis and long-term forecasts for #cathode and #precursor markets and is fully-updated every quarter. 🔹In-depth analysis of all market developments and drivers 🔹Forecasts to 2050 for supply, demand and market balances 🔹High and low case scenario analysis 🔹Asset-by-asset Excel database and producer profiles 🔹Access to our global team of analysts 💫 Our 𝗖𝗮𝘁𝗵𝗼𝗱𝗲 𝗮𝗻𝗱 𝗣𝗿𝗲𝗰𝘂𝗿𝘀𝗼𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 further strengthens Project Blue's expertise across the lithium-ion supply chain, which also includes batteries, midstream components and all key battery raw materials. ✅ To see more detail for our 𝗖𝗮𝘁𝗵𝗼𝗱𝗲 𝗮𝗻𝗱 𝗣𝗿𝗲𝗰𝘂𝗿𝘀𝗼𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 and to speak to our global team of experts, provide your details here and we'll contact you to discuss further: https://lnkd.in/dTZJm6_a #lithiumionbatteries #electricvehicles Robert Burrell, PhD Rachel Zhang Rozanne Rangolie Todd Downing Jiawen Deng Sean Hoffman

📣 𝗛𝗲𝗻𝗿𝘆 𝗟𝘂𝗻𝗮 𝗖𝗼𝗿𝗱𝗼𝘃𝗮 - 𝗩𝗶𝗰𝗲 𝗠𝗶𝗻𝗶𝘀𝘁𝗿𝗼 𝗱𝗲 𝗠𝗶𝗻𝗮𝘀, 𝗣𝗲𝗿𝘂 - 𝗦𝗮𝗻𝘁𝗶𝗮𝗴𝗼 𝗙𝗼𝗿𝘂𝗺 Project Blue is honoured that HENRY LUNA CORDOVA from the Ministerio de Energía y Minas in Peru will present at Project Blue's 𝗦𝗮𝗻𝘁𝗶𝗮𝗴𝗼 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗙𝗼𝗿𝘂𝗺 on Thursday 10 April, during CESCO Week. He will present on the potential ahead for mining and critical material production in Peru, as part of an excellent speaker line-up including: 🔹Claudia Rodríguez Lagos - Vicepresidenta Ejecutiva, CochilcoChile 🔹Ronald Monsalve Helfant - Mining Analyst, CochilcoChile 🔹Jon Barnes - Principal Analyst, Project Blue 🔹Ying L. - Principal Analyst, Project Blue 🔹David Merriman - Research Director, Project Blue 🔹Jessica Roberts - Research Director, Project Blue ➡️ Our Forum is free to attend and takes place from 14.00-19.00 at the W Santiago, Isidora Goyenechea 3000, Las Condes, Santiago, in association with Chilean Copper Commission and MinerAndina Comunicaciones. ➡️ We are close to full capacity so if you and your colleagues wish to attend then please register to secure your places: https://lnkd.in/e_AWPQeX #copper #criticalmaterials #energytransition

💎 𝗧𝗵𝗲 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗗𝗲𝗳𝗲𝗻𝗰𝗲 𝗦𝗲𝗰𝘁𝗼𝗿 💎 Geopolitical and trade tensions are leading to the creation of new supply chains worldwide, and to an increase in demand for critical materials which are key to numerous defence applications. 💡 Our Head of Consulting Jessica Fung shares more insight into how the creation of new supply chains is pulling forward demand in our video below: Project Blue's Consulting division supports clients across industry, government and finance with their strategic and investment decisions. ❇️ To speak to Jessica and our global team about how our Consulting team can support your business, please email consulting@projectblue.com. #criticalmaterials #energytransition

💡 𝗪𝗵𝗶𝗰𝗵 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗿𝗲 𝗹𝗶𝗸𝗲𝗹𝘆 𝘁𝗼 𝗯𝗲 𝗶𝗺𝗽𝗮𝗰𝘁𝗲𝗱 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗯𝘆 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 𝗼𝗻 𝗶𝗺𝗽𝗼𝗿𝘁𝗲𝗱 𝘃𝗲𝗵𝗶𝗰𝗹𝗲𝘀 𝗲𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗨𝗦𝗔? 🔎 Project Blue's Analyst Todd Downing has provided more insight into the announcement and impact - read the detail here: https://lnkd.in/ed_bG5Kh 🔋 Our global experts provide regular and detailed coverage of the EV and lithium-ion battery markets to support analysis and strategic decisions. ➡️ Speak to our team to discuss the latest market developments and Project Blue's outlook for the industry: https://lnkd.in/dTZJm6_a #lithiumionbatteries #electricvehicles

💎 Welcome to the team, Lynel - delighted to have you join us! 💎

💎 𝗧𝗵𝗲 𝗗𝗲𝗳𝗲𝗻𝗰𝗲 𝗦𝗲𝗰𝘁𝗼𝗿 𝗮𝗻𝗱 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 💎 Ongoing geopolitical and trade tensions are increasing demand for critical materials, and one area this is evident is the defence sector. Of the critical material markets for which Project Blue provides detailed coverage, the vast majority are key to numerous defence applications. 💡 How is the creation of new supply chains pulling forward demand, and what does this mean for existing and future sources of supply? ❇️ Speak to our global team of experts to discuss the latest market developments and to hear our market views: https://lnkd.in/dTZJm6_a #criticalmaterials #energytransition

🔶 𝗢𝘂𝗿 𝗖𝗼𝗽𝗽𝗲𝗿 𝗖𝗼𝘀𝘁𝘀 𝘁𝗲𝗮𝗺 𝗵𝗮𝘀 𝘀𝗵𝗮𝗿𝗲𝗱 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗰𝗼𝘀𝘁 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗼𝗻 𝗮𝗻 𝗮𝘀𝘀𝗲𝘁-𝗯𝘆-𝗮𝘀𝘀𝗲𝘁 𝗹𝗲𝘃𝗲𝗹. 💡 Project Blue provides in-depth cost analysis with asset-by-asset cost breakdowns in our Copper Cost Tracker, which is part of our detailed and regularly-updated 𝗖𝗼𝗽𝗽𝗲𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲. ➡️ Speak to our #copper team to see more: https://lnkd.in/dTZJm6_a

🚨 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽’𝘀 𝟮𝟱% 𝗮𝘂𝘁𝗼 𝘁𝗮𝗿𝗶𝗳𝗳 𝘀𝗽𝗮𝗿𝗸𝘀 𝗴𝗹𝗼𝗯𝗮𝗹 𝘁𝗿𝗮𝗱𝗲 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀 🚨 US President Trump has announced a 25% tariff on imported vehicles and auto parts entering the USA. The move, set to take effect on 3 April, is expected to significantly impact global supply chains and disrupt trade with key US trade partners. The tariff will apply not only to imported passenger vehicles and light trucks, but also to key automotive components – such as engines, transmissions, and electronic systems – even if those parts are used in vehicles assembled domestically. 💡 Which countries and companies are likely to be impacted the most? Project Blue's Analyst Todd Downing has provided more insight into the announcement and impact - read the detail here: https://lnkd.in/ed_bG5Kh ✅ Our global team of experts provide regular and detailed coverage of the EV and lithium-ion battery markets to support analysis and strategic decisions - speak to our team to learn more: https://lnkd.in/dTZJm6_a #electricvehicles #lithiumionbatteries