Cobalt 101 - Part I : High Returns, High Stakes
Mar 7, 2025
By Gaia Research Team
Reading time: 10 mins.
The Strategic Importance of Cobalt is far more than a standard industrial metal - it underpins the shift to a low-carbon economy. As electrification accelerates, cobalt’s significance continues to rise. It remains a key ingredient in lithium-ion batteries, supporting electric vehicles (EVs), energy storage, and consumer technology. With global EV adoption and grid-scale storage expanding, cobalt demand follows an upward trajectory.
Tesla Model Y : One Maverick Metal at a Time
Feb 28, 2025
By Gaia Research Team
Reading time: 4 mins.
A Metal Machine for a Greener TomorrowThe Tesla Model Y, a flagship electric vehicle (EV), is an engineering marvel designed to lead the “burden” toward a sustainable future. Beneath its sleek aluminum chassis lies a complex web of materials sourced from every corner of the globe. From ferrous metals like steel and iron to non-ferrous components such as aluminum and copper, Model Y…
EU Battery Passport: A Revolution For Mining Industry?
Aug 9, 2024
By Gaia Research Team
Reading time: 7 mins.
The European Union is ushering in a game-changing digital battery passport regulation, promising to transform the sustainability and circularity of the battery value chain. But what does this mean for the mining industry?
EV Market: How Will China EVs Tackle EU Tariffs
Jul 5, 2024
By Gaia Research Team
Reading time: 4 mins.
Analyze how Chinese EV manufacturers, like BYD, maintain a price advantage despite high tariffs, underscoring their resilience and market expansion.
Electric Vehicles
Apr 18, 2024
By François Pommier Suarez
Reading time: 6 mins.
Takeaways In China, year-to-date figures for the first quarter of 2024 show a 28.2% and 31.8% rise in production and sales of NEVs, totalling approximately 2 million units. Recent government initiatives in China are likely to accelerate the shift from ICE vehicles to EVs with a significant boost in EV demand in China this year.With a growing selection of new EV models and enhancements in…
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.