Critical Minerals in Defense – Thematic Intelligence

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Critical Minerals in Defense Thematic Intelligence Report Overview

Critical minerals are foundational to the defense technology sector. These are Earth elements that underpin economically and strategically vital products and services, that are rapidly becoming a geopolitical flashpoint. In the world of defense, most of the capable, complex, and commonplace military technologies make use of critical minerals in various parts of their design: radars, missiles, satellites, sensors, engines, ammunition, and computers all depend on minerals including but certainly not limited to beryllium, neodymium, tungsten, lithium, silicon, and platinum.

The ‘Critical Minerals in Defense’ thematic intelligence report explores the impact of critical minerals at every level of the defense sector. It provides a comprehensive analysis of the industry, including real-life case studies, industry trends, and sectoral scorecard analysis. The report also provides insights on market players and the competitive landscape within the theme.

Page No. 40
Key Trends ·       Technology Trends

·       Macroeconomic Trends

·       Regulatory Trends

Leading Public companies ·       Albemarle

·       Anglo American

·       BHP

Leading Private companies ·       Nornickel

·       Sociedad Quimica y Minera

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Critical Minerals in Defense – Trends

The main trends that will shape the critical minerals theme in the defense sector over the next 12 to 24 months are classified into three categories technology trends, macroeconomic trends, and regulatory trends.

Technology trends: The main technology trends impacting the critical minerals theme in the defense sector over the next 12 to 24 months are growing relevancy and demand for advanced materials, rising use of AI, and improvement in processing technology among others.

Macroeconomic trends: Protectionism & geopolitical competition, Chinese mineral dominance, and competition in the Lithium Triangle among others are the leading macroeconomic trends that will have a significant impact on the critical minerals in defense theme.

Regulatory trends: The major regulatory trends shaping the critical minerals theme in the defense sector over the next 12 to 24 months are the Defense Production Act, Inflation Reduction Act, The BUILD Act, the EAGLE Act, and the DFC among others.

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Critical Minerals in Defense – Competitive Landscape

A few leading public companies associated with the critical minerals theme are:

  • Albemarle
  • Anglo American
  • BHP

A few leading private companies associated with the critical minerals theme are:

  • Nornickel
  • Sociedad Quimica y Minera

Leading Companies in the Critical Minerals in Defense Theme
Leading Companies in the Critical Minerals in Defense ThemeBuy the Full Report to Know More About the Leading Players in the Critical Minerals Theme
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Sector Scorecard Analysis

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Defense Sector Scorecard

Defense Sector Scorecard

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Scope

  • The key supply challenges that defense sector suppliers face are covered in the report.
  • The investment and security-of-supply opportunities for armed forces, suppliers, and institutional investors, across much of the defense value chain are covered.
  • An overview of some of the critical minerals most used in defense products is featured.

Key Highlights

  • Studies of emerging technological trends and their impact on critical mineral mining.
  • Analysis of several countries with critical minerals reserves and their position in the global defense supply chain, along with an overview of government actions and regulations pertaining to the security-of-supply in critical minerals for defense.

Reasons to Buy

  • Determine potential investment companies based on trend analysis and market projections.
  • Gaining an understanding of the market challenges and opportunities surrounding the critical minerals in defense theme.
  • Understanding how spending on raw materials and critical minerals will fit into the overall defense market and which sources of minerals along with the specific materials themselves are being prioritized.

Antofagasta
BHP Group
Codelco
First Quantum Minerals
Freeport McMoRan
Jinagxi Copper
Rio Tinto
Southern Copper
Teck Resources
Vale
Zijin Mining
Anglo American
BHP Group
Glencore
Jinchuan Group
Nornickel
South32
Terrafame
Vale
Australian Strategic Minerals
Energy Fuels
Energy Transition Minerals
Iluka
Lynas Rare Earths
MP Materials
Neo Performance
Pensana
Albemarle
Alkem
Ganfeng Lithium
SQM
Tianqi
Pillbara

Table of Contents

  • 1. Executive Summary
  • 2. Players & Value Chain
  • 3. Critical Minerals Briefing
  • 4. Trends

    • 4.1. Technology trends
    • 4.2. Macroeconomic trends
    • 4.3. Regulatory trends

  • 5. Industry Analysis

    • 5.1. Use cases for critical minerals in defense

  • 6. Signals

    • 6.1. FDI trends
    • 6.2. Venture financing trends
    • 6.3. M&A trends

  • 7. Companies

    • 7.1. Public companies
    • 7.2. Private companies

  • 8. Sector Scorecards

    • 8.1. Aerospace, defense & security sector scorecard

  • 9. Glossary
  • 10. Further Reading
  • 11. Our Thematic Research Methodology
  • 12. About GlobalData
  • 13. Contact Us

Frequently asked questions

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