Oklahoma Lithium Extraction: Waste Streams as Resource
Stardust Power Inc. extracts lithium from coal mine drainage & oil waste. A $67M DOE program transforms industrial waste into battery-grade lithium via electrochemistry.
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Critical
5.7Mt Critical Materials: Physical Limits of Recycling
The 5.7 million tonnes threshold, derived from the FutuRaM project, represents a physical limit for European material autarky. Achieving this recycling capacity is crucial for green tech supply.
Wentworth Green Minerals: 400,000 Tonne Extraction Project
RZ Resources’ Wentworth project will extract 400,000 tonnes annually of critical minerals like rutile & leucoxene, securing a vital supply chain for green tech.
USGS: 2.3Mt Lithium in Appalachia – Resource Assessment
USGS estimates 2.3Mt of lithium in the Appalachia basin by 2026. Environmental permits pose a 36-month delay. Will this impact the energy transition?
Canadian Lithium Refinery Challenges China’s Price
Canada’s lithium refinery skips a key step, targeting $16,300/tonne. Fragile logistics & supply chain bottlenecks threaten EV production. A critical risk.
Red Mud Gallium Extraction: US Critical Materials’ Process
US Critical Materials extracts gallium from 15 million tons of red mud waste. Extraction requires 3.2 MWh/ton. Can this process scale?
Rare Earth Prices: 44.6% Jump Signals Geopolitical Shift
REE prices rise 44.6% in Q1 2026 due to China’s state control, creating a supply chain bottleneck for EV motors & batteries. A strategic analysis.
UAE Data Center Attack: Nuclear Power’s Unexpected Role
Iranian drones targeted AWS data centers in the UAE, disrupting operations and exposing vulnerabilities. Explore the implications for digital resilience and the return of nuclear power.
Habshan Gas Hub Attack: 20% Production Impact
Drone strike hits Habshan gas hub, halting 20% of UAE production. A strategic vulnerability exposed, impacting energy supply chains. What are the geopolitical ramifications?
Hormuz Blockade: US Tungsten Reserves at Risk
Hormuz blockade halts oil flow, sparking a US tungsten supply crisis. Reserves deplete amid military demand. Assess the strategic implications.