Graphite 101
Oct 14, 2025
By Gaia Research Team
Reading time: 12 mins.
After a turbulent 2023–2024 marked by oversupply and collapsing prices, the market is quietly resetting. Beneath the weakness lies a stronger structural story: global battery-manufacturing capacity is projected to quadruple to 4,100 GWh by 2030, and each gigawatt-hour still depends on graphite anode material.
This policy-driven realignment is breathing life into Western producers such as Nouveau Monde Graphite (NMG)—a Quebec-based, carbon-neutral developer positioned at the intersection of sustainability, supply security, and scale. As Gabrielle Roy wrote in Cet été qui chantait: “Peut-être les lucioles ne vivent-elles que le temps de briller un instant d’un vif éclat. Comme nous tous d’ailleurs.” Graphite, too, may fade under pressure—but when the next cycle dawns, the few lights still burning will shine the brightest.
The Double Pareto Dilemma
Oct 8, 2025
By Gaia Research Team
Reading time: 9 mins.
Recent developments confirm that capital continues to flow into critical minerals despite a subdued price environment. The Trump Administration’s decision to acquire a 10% stake in Lithium Americas underscores the growing focus on national security and resource sovereignty. For long-term investors, this reinforces the strategic case for holding exposure to critical minerals, as geopolitical and nationalist drivers are set to outweigh short-term market weakness.
Key Takeaways from our July Panel Discussion: Financing the Energy Transition
Jul 25, 2025
By Gaia Research Team
Reading time: 4 mins.
Explore the pivotal role of Sustainable Finance and Critical Minerals Investments in driving the energy transition. Our panelists shared invaluable insights on bridging the gap between capital and the resources essential for a sustainable future.
Copper Miners are Hot
Jul 7, 2025
By Laurent MAUREL
Reading time: 10 mins.
In this climate of widespread distrust toward fiscal and monetary policy, gold is once again asserting itself as the ultimate safe haven.
Let’s now turn to recent developments in the mining sector, with a particular focus on the turbulent week experienced by the silver market.
Amid extreme volatility, aggressive futures positioning, and an ongoing sector rotation, several key signals deserve closer analysis.
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.