Critical Minerals

Apr 05, 2023

Contingent Supply: Why Spodumene Reserves May Be the Key to a More Secure Lithium Supply Chain

by Arnab Datta, Alex Turnbull

In a continuation of our Contingent Supply series, we explore how a critical minerals club could undertake our SPR approach to boosting production of a highly volatile commodity, lithium.

Feb 20, 2023

IPEF’s OPEC Moment

by Arnab Datta, Alex Turnbull

With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.

Dec 14, 2022

Expanding the Capacity Frontier: An Approach to Increasing Energy Commodity Production

by Arnab Datta, Alex Williams

Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.

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