In Part 2 of this series for The Crucible, analysts Andrew Matheson and Patrick Stratton of CPM Group examine what transport electrification means for minor metals CPM Group analysts…
CPM Group
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CRM - Critical Raw MaterialsCrucibleMinor Metals and ApplicationsThe Crucible: January 2023
For want of a nail…
by Polina Sparks January 31, 2023In this article for The Crucible, analysts Andrew Matheson and Patrick Stratton of CPM Group home in on Hafnium, that most minor of minor metals. Don’t judge a market…
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CPM Group recently attended both the Minor Metals Trade Association (MMTA) and Metal Events Rare Earths (MERE) meetings in Singapore. Along with the valuable opportunity to reconnect with people sometimes…
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CRM - Critical Raw MaterialsCrucibleLegislation and RegulationResourcesThe Crucible: September 2022Trade Issues
ITSCI and the Congo – a long look back
by Polina Sparks September 29, 2022CPM Group is an independent commodities research, consulting, and investment banking advisory company headquartered in New York. In this analysis, CPM’s tantalum market experts Andrew Matheson and Patrick Stratton dig…
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CrucibleThe Crucible: July/August 2022
Lithium batteries and niobium supply
by Polina Sparks August 26, 2022The electric vehicle (EV) revolution has transformed the outlook for a host of minor metals, none more so than lithium. There are a wide range of opinions and projections as…
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CrucibleThe Crucible: August 2023
Mission Improbable: Reshaping DRC’s artisanal mining
by Polina Sparks September 11, 2023On May 1st of this year, according to press reports, soldiers of the army of the Democratic Republic of the Congo (DRC) descended on the east of the country to…
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CrucibleThe Crucible: September/October 2023
Navigating the niobium pricing paradox
by Polina Sparks October 5, 2023Economics is a curious discipline, a social science under a veneer of scientific and mathematical rigour. A scientific sheep in wolf’s clothing, perhaps. A synthesis of art and science. That…
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CrucibleMinor Metals and ApplicationsResourcesThe Crucible: June 2023
Niobium in batteries: When a downside can be an asset
by Polina Sparks June 30, 2023In many respects, niobium’s properties resemble those of its chemical cousin tantalum, but nearly always in a way that disappoints. Niobium is chemically resistant to mineral acids, it can…
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CrucibleThe Crucible: January 2024
Platinum Group Metals Face Generational Shifts
by Polina Sparks January 31, 2024The six Platinum Group Metals (PGMs) represent a diverse set of metals. They share many chemical and physical properties, including being noble metals resistant to being corrupted by common acids.…
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CrucibleThe Crucible: November 2023
Rare Earths: Heading for a hangover?
by Polina Sparks December 4, 2023On the heels of the Metals Events 19th Rare Earths Conference in San Antonio, Texas, USA, in October, Andrew Matheson and Patrick Stratton, analysts at CPM Group, delve into the…
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Scandium has long been considered an “if” metal. If only it were available in quantity, it could transform aircraft production and fuel consumption. If only it were available in quantity,…
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In Part 1 of this series for The Crucible analysts Andrew Matheson and Patrick Stratton of CPM Group tackle the tension at the heart of Net Zero’s reliance on minor…
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CrucibleThe Crucible: November 2023
The Tantalum Industry — Change is afoot
by Polina Sparks December 4, 2023The tantalum industry is a very small place, so the news that one of the major tantalum processors, Global Advanced Metals (GAM) is for sale might strike one initially as…
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CrucibleMinor Metals and ApplicationsThe Crucible: September 2024
Time to take notice of niobium
by Polina Sparks September 29, 2024There has been a noticeable uptick in interest in niobium of late. In our view, this is worth pondering. Niobium is a rarely used metal, with annual consumption amounting to…
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Recent reporting on conflict in the Democratic Republic of the Congo (DRC), based in part on the UN Security Council’s Group of Experts report of December 2023 and in part…