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.
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.
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 USThroughout 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.
Where expert insight meets the conversations shaping global supply chains.
Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.


Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.
Evaluate mining companies, owners and operators. Filter maps and tables by type, status, and product. Curate maps and tables to embed in your workflows.
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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Sign upAustralian 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.
Andrada achieved record tin production at its Uis mine in Namibia through improved processing efficiency and recovery.