Articles

Analysis of Brazil's critical minerals and global supply chain

• Brazil's Niobium Monopoly: CBMM and the 93 Percent Story
• Sigma Lithium's 270,000-Tonne Bet in the Jequitinhonha Valley
• Vale's Nickel Pivot: 177,200 Tonnes and a New Furnace at Onça Puma
• Graphite at 65,000 Tonnes: Brazil Climbs Above Mozambique
• Congo's Cobalt Quotas Reshape the EV Supply Chain
• Indonesia at 2.6 Million Tonnes: The Nickel Story Non-Brazilians Must Know
• The 721% Tariff: How Washington Is Fencing Chinese Anode Graphite
• Battery Demand Hits 1.6 TWh: What It Means for Lithium in 2026
• The EU's CRMA Test: 40% Processing in Europe by 2030
• Onça Puma's Second Furnace: Brazil's Nickel Consolidation
• Barro Alto, Codemin, Araguaia: A Map of Brazil's Nickel Belt
• Copper and the Carajás Complex: Vale's Underrated Chapter
• Seabed Nickel at 4.5 Billion Tonnes: Executive Order 14285
• Brazil's Manganese Edge: From Urucum to Battery-Grade HPMSM
• Vanadium Flow Batteries and the Maracás Story
• Uranium Sleeping Giant: Caetité, Santa Quitéria and Brazil's Nuclear Pipeline
• Gigafactories and the Six-Fold Expansion: Where Brazil Fits
• EU-Mercosur: Europe Looks South for Lithium and Graphite
• Refining the Whole Basket: Why Processing Hubs Are the New Geopolitics
• The Critical Minerals Shock of 2025: One Year in Review
• Tungsten and the Brejuí Legacy: Brazil's Quiet Critical Metal
• Libra Energy Materials: Frontera's Junior Mining Platform for Battery Minerals in South America