Browse AI transition market reports
Critical minerals powering AI infrastructure, data centers, and the semiconductor supply chain worldwide.
Featured Reports
Data Center Power Demand: Copper & Aluminum Outlook
Analysis of metal demand growth from hyperscale data center construction and AI infrastructure expansion.
Semiconductor Supply Chain: Critical Minerals Analysis
Assessment of mineral inputs for chip manufacturing including gallium, germanium, and rare earths.
AI Infrastructure Metals: Demand Projections 2026-2030
Five-year demand forecast for metals critical to AI hardware and cooling systems.
Rare Earth Elements: Technology Applications
Analysis of rare earth demand from electronics, magnets, and emerging technology applications.
AI Transition Market Reports
Cobalt Supply Chain: EV & Electronics Demand
Assessment of cobalt demand competition between electric vehicles and consumer electronics.
Lithium Market: Battery Technology Evolution
Analysis of lithium demand as battery chemistries evolve and energy storage scales.
High-Purity Metals: Semiconductor Grade Supply
Assessment of ultra-high purity metal production for advanced chip manufacturing.
Graphite Demand: Batteries & Electronics
Analysis of natural and synthetic graphite demand from battery anodes and tech applications.
Copper Wiring: Data Center Connectivity
Assessment of high-grade copper demand for data center networking infrastructure.
Critical Minerals Geopolitics: Supply Security
Analysis of supply chain vulnerabilities and strategic stockpiling for technology metals.