ProjectBlue

Market intelligence on
critical material supply chains

Expert-led intelligence

About Us

Clarity from Mine to Market

Project Blue delivers premium market intelligence and expert, data-driven insight across critical material supply chains - helping clients make informed decisions earlier, when it matters most.

Who We Serve and How

Commodity Producers and Project Developers

Navigate complex, connected and increasingly strategic markets with confidence. Project Blue provides deep, specialist insight across the full supply chain - from mine to market - helping you assess project viability, optimise timing and position assets in response to evolving supply, demand and pricing dynamics.

Consumers, OEMs and Procurement Teams

Strengthen procurement strategies with trusted, independent insight into complex global supply chains. We help you understand where pressure, risk and opportunity may emerge - supporting more informed sourcing decisions, cost management and long-term supply security.

Financial Institutions, Investors and Lenders

Support investment and lending decisions with robust analysis grounded in real market fundamentals. Our insight provides a clear view of supply, demand, pricing and risk across complex, interconnected markets - helping you critically evaluate opportunities and deploy capital with greater confidence.

Merchants and Trading Companies

Enhance trading strategies with timely insight into market movements, pricing trends and supply-demand dynamics. Project Blue helps you interpret complex, fast-moving global markets - identifying where value, volatility and opportunity may emerge across the supply chain.

Governments and International Bodies

Inform policy and long-term strategy with a comprehensive view of critical material supply chains. Combining global perspective with local, on-the-ground insight, we support decisions around security of supply, market development and the geopolitical dynamics shaping the energy transition.

Bespoke consulting

offer customised solutions by experts

At Project Blue, our consulting team offers customised solutions to help clients and their stakeholders succeed in a rapidly evolving global marketplace.

Leveraging our extensive global network and deep expertise in critical materials and the energy transition, we empower businesses to gain a competitive edge, make informed decisions, and effectively mitigate risks.

Led by Jessica Fung, Head of Consulting

CONTACT US

Request our free-to-receive report to learn more.

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Securing the transition:
What's changing in critical material supply chains in 2026?

Throughout 2025, critical material markets saw a flurry of project announcements, spanning a wide range of funding structures, partnerships, strategic stockpiling initiatives, and trade control measures.

Project Blue's new thought leadership report looks at near-term dynamics and examines how supply chains are actually developing in 2026.

Join our international events to gain expert insight, connect with key decision‑makers, and position your business ahead of market developments.
Upcoming Events

Where expert insight meets the conversations shaping global supply chains.

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Trusted critical materials data on one platform


Tools

Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.

Coverage
  • Detailed profiles of mines, projects, refineries and manufacturing facilities.
  • View capacity levels and historical production.
  • View ownership and operator information.
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User-friendly tools

Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.

Accurate data

Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.

Updated daily

Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.

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The Blue View

Subscribe to Project Blue's free weekly round-up of critical materials and energy transition news analysis, opinion, and video content.

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Syrah Resources announces plans to restructure its balance sheet

Australian miner, Syrah Resources (Syrah), has announced a comprehensive financing package from the US International Development Finance Corporation (DFC), the US Department of Energy (DOE), and AustralianSuper to reset its balance sheet and execute its strategy at the Balama mine in Mozambique and Vidalia anode facility in Louisiana, USA.

Record tin production at Andrada’s Uis mine

Andrada achieved record tin production at its Uis mine in Namibia through improved processing efficiency and recovery.