Beyond the reports: individual judgements written out in full.
2026-09-18 · 8 min read
Cutting clinker is the main route to lower-carbon concrete, but less clinker changes hydration and rheology. Admixtures move from additive to the deciding variable.
2026-09-11 · 9 min read
Global battery material demand grew 22.5% in 2025 while top-ten cathode utilisation fell to 68% and leading margins slid from 21% to 17.5%. Growth and overcapacity can coexist.
2026-09-04 · 7 min read
Conversion yield from industrial to electronic grade can be as low as 50%, while fab qualification typically runs over a year. Those two numbers explain why this is not a capex race.
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