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…
Climate: 'The most effective way of reaching the Paris Agreement would be variable price business models'
Feb 12, 2025
By Laurent BABIKIAN
Reading time: 5 mins.
To achieve the Paris Agreement, greenhouse gas emissions (GHG) would have to fall by around 4% a year until 2050, compared with the current global increase of 1.2% a year.By way of comparison, they fell by 7.6% when the world came to a halt during Covid in 2020. If we want to achieve carbon neutrality by 2050, we need to put capitalism at the service of this objective by placing collective…
Rare Earth 101
Dec 13, 2024
By Emmanuel Painchault
Reading time: 14 mins.
The topic of rare earth elements (REEs) falls within a threefold trend: 1) the relocation of numerous industries following the Covid pandemic and the resulting disruptions to supply chains, 2) the growing awareness among political bodies and the public regarding climate issues and the response through the energy transition, which necessitates the development of renewable energy sources (wind turbines, electric vehicles), and 3) the need to streamline and secure the supply of rare earth-derived products to facilitate this energy transition.
Stellantis & CATL
Dec 11, 2024
By François Pommier Suarez
Reading time: 10 mins.
Takeaways Stellantis and CATL have joined forces to invest up to Eur 4.1 billion in an LFP greenfield battery plant in Spain.Western OEMs face the critical choice of which battery type to use and whether to develop batteries in-house or through collaboration with other companies.Top Chinese battery manufacturers achieve super-low costs through several key strategies that give them a cost…
Manganese 101
Dec 6, 2024
By Gaia Research Team
Reading time: 16 mins.
Manganese, the rising star of the battery component, is rapidly gaining prominence due to its essential role in various industries, particularly in steel production and electric vehicle (EV) batteries. This versatile transition metal, known for its strength and resistance to wear, is crucial in creating high-performance alloys and cathode materials for lithium-ion batteries. With significant reserves concentrated in countries like South Africa, Gabon, and Australia, manganese production is poised for growth, driven by increasing global demand in the booming EV market and the recovery of the construction sector. This article delves into the properties, applications, supply and demand dynamics, and market trends of manganese, highlighting its significance in the contemporary industrial landscape.
Tokenisation 101 For the Mining Industry FAQ
Nov 21, 2024
By Gaia Research Team
Reading time: 2 mins.
Who is interested in tokenisation, the future of mining finance?Mining asset owners and mining company executives seeking to raise capital for their project.What types of mine assets can be tokenised on this platform?Our platform supports tokenisation of mines assets specialised in energy metals such as copper, lithium, nickel, cobalt, which are crucial to energy transition.Why should I…
Chapter 3: Tokenisation 101 for the Mining Industry
Nov 15, 2024
By Gaia Research Team
Reading time: 2 mins.
In Chapter 2, we provided a step-by-step guide to the RWA tokenisation process for mining companies. In this chapter, we will show you the tokenisation process by using a specific case study of a junior mining company.
Chapter 2: Tokenisation 101 for the Mining Industry
Nov 7, 2024
By Gaia Research Team
Reading time: 5 mins.
In Chapter 1, we explored the transformative potential of tokenisation within the mining sector, highlighting its benefits for both mining companies and investors. Chapter 2 delves deeper into the practical aspects of implementing the Real-World Asset (RWA) tokenisation of mining projects. This chapter provides a comprehensive, step-by-step guide to the RWA tokenisation process, ensuring that mining companies can effectively leverage this innovative approach to enhance liquidity and attract investment, ultimately positioning themselves for success in a rapidly evolving fintech landscape.
Chapter 1: Tokenisation 101 For the Mining Industry
Nov 1, 2024
By Gaia Research Team
Reading time: 3 mins.
The global mining industry is entering a new era of digital finance through real-world asset (RWA) tokenisation. Tokenisation enables mining companies to unlock liquidity by converting RWA into digital tokens, offering greater accessibility to a broader range of investors while enhancing transparency through blockchain technology. This article outlines how tokenisation can benefit both mining companies and investors and provides a step-by-step process for implementing RWA tokenisation within the mining sector.
ESG x Mining Investment Series: Silvercorp Metals
Oct 24, 2024
By Gaia Research Team
Reading time: 4 mins.
The inaugural ESG x Mining Investment Series event held on October 18, 2024, in collaboration with Silvercorp Metals (NYSE: SVM, market cap USD 1.07B as of 23 Oct 2024) provided a comprehensive look into SVM’s financial performance, mining projects, and its robust ESG practices.
Rio Tinto to Acquire Arcadium Lithium: A Win-Win Deal
Oct 18, 2024
By Gaia Research Team
Reading time: 5 mins.
Rio Tinto, one of the world's largest mining companies, has recently announced a significant investment deal with Arcadium Lithium plc, a rapidly growing lithium producer, underscoring Rio Tinto's continued commitment to expanding its footprint in the energy transition metals market, particularly in lithium, a crucial component in the production of electric vehicle (EV) batteries and renewable energy storage solutions.