In this insightful discussion, Jack Bedder, the founder of Project Blue, delves into the complex world of niche metals such as antimony, cobalt, and gallium. He highlights China's control over antimony and ongoing supply issues with cobalt tied to battery markets. Gallium's recovery challenges and the small, security-sensitive germanium market are explored. Jack also emphasizes manganese's dual role in steel and batteries, and discusses the future potential of niobium, scandium, and vanadium in emerging technologies. Plus, his unique take on the importance of copper scrap adds an intriguing twist!
