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Our Coverage Areas
- Rare Earths
- Yttrium
- Lithium
- Graphite
- Gallium
- Tellurium
- Indium
- Cobalt
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Adamas Intelligence: Critical Metals and Minerals Coverage

Critical metals and minerals present great supply risks to technology developers, investors, chemicals and materials companies, governments, and society itself. They are the critical enablers of many of today’s most advanced technologies and materials in defense, healthcare, chemical, and cleantech applications, and are the vital enablers of tomorrow’s cleaner environment. While much uncertainty surrounds critical metals and minerals markets, there exists tremendous opportunity for informed stakeholders to capitalize on emerging trends and new business opportunities.

Adamas Intelligence analysts are specialists in understanding, assessing, and articulating opportunities in these complex and rapidly-changing markets. Adamas Intelligence products help clients to:
Critical Metals and Minerals Covered

Adamas Intelligence offers “Critical Market Intelligence Reports”, “Sector Data Packs”, and “Consulting Services”. Our dedicated analysts cover the following critical metals and minerals sectors:


Rare Earths: Since 2000 more than 300 rare earth oxide (REO) exploration and development companies have emerged outside of China. With impending supply shortages on the horizon for a select handful of REOs, such companies are looking to capitalize by closing the supply-demand gap - but high capital costs, challenging metallurgy, environmental concerns, and global economic uncertainty have plagued the sector with confusion and risk. 
Yttrium: Chemically similar to the rare earth elements (REEs) and commonly found within REE-bearing minerals, such as xenotime and monazite, yttrium and its compounds are critical to some of today’s most advanced chemical, material, medical, and cleantech applications. 
 Lithium: Over the past three decades lithium has become a vital anode material in lithium-ion batteries because of its high electrochemical potential. Demand for battery-grade lithium is poised to triple by the end of the decade, amplifying production shortages and exacerbating supply risks.
Graphite: Rapidly growing demand and promising industrial applications have more than doubled prices for high-quality flake graphite in recent years, reaching as high as $3,000 per tonne in 2011 before a sharp correction cut prices in half. Still priced at a healthy $1,400 per tonne, graphite is poised to experience soaring demand through 2020 and beyond. 
Tellurium: Generally mined as a by-product of copper and lead production, tellurium is used in low-cost cadmium telluride thin-film solar photovoltaic (PV) cells and modules. Tellurium faces a significant long-term risk of being substituted in its key applications, however, at present it is irreplaceable in solar PV applications, highlighting opportunities for recyclers looking to engage.
Gallium: Recovered as a by-product of bauxite and zinc mining, gallium is critical to advanced technologies such as lasers, LED lamps, solar panels, and next-generation microchips. With technology developers using only 15% of gallium-bearing input material in the electronics they manufacture and sell, there is tremendous opportunity for process improvements to reduce the 85% of gallium-bearing material that becomes process scrap. 
Indium: Chemically similar to gallium, indium is primarily produced as a by-product of zinc, lead, and copper mining. With the impending closure of major zinc mines in Canada and Australia, and no major zinc projects expected to add supply in their wake, primary indium production is expected to be suppressed over the next five years as growing demand erodes present day supply surpluses. 
Cobalt: Globally around 90,000 tonnes of cobalt is produced annually, over 50% of which is mined in the Democratic Republic of Congo (DRC) and over 40% of which is refined in China.  With the vast majority of cobalt being produced in politically unstable regions and refined in regions prone to the imposition of export restrictions, supply risks are high for the rapidly growing cobalt market.
 Manganese: Globally around 15 million tonnes of manganese is produced annually, 98% of which is used for making alloys, steels, and slag. Small yet nascent applications for manganese oxide exist in the production of batteries, with the highest growth potential coming from its application in rechargeable lithium-ion batteries. More than half of global manganese production comes from politically risky nations, such as China, Brazil, Gabon, and South Africa.Adamas%20Intelligence%20-%20Critical%20Metals%20and%20Minerals%20Research/Adamas%20Intelligence%20-%20Critical%20Metals%20and%20Minerals%20Research.htmlAdamas%20Intelligence%20-%20Critical%20Metals%20and%20Minerals%20Research/Adamas%20Intelligence%20-%20Critical%20Metals%20and%20Minerals%20Research.htmlAdamas%20Intelligence%20-%20Custom%20Consulting%20Projects.htmlREEs.htmlYttrium.htmlLithium.htmlGraphite.htmlTellurium.htmlGallium.htmlIndium.htmlCobalt.htmlManganese.htmlshapeimage_11_link_0shapeimage_11_link_1shapeimage_11_link_2shapeimage_11_link_3shapeimage_11_link_4shapeimage_11_link_5shapeimage_11_link_6shapeimage_11_link_7shapeimage_11_link_8shapeimage_11_link_9shapeimage_11_link_10shapeimage_11_link_11
 

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