Critical minerals
Studies of South African mineral endowment and of moving that endowment further up the value chain.
Related questions
- What industrial system connects critical minerals to domestic production?
- How does the critical-minerals complex differ from exporting unprocessed ore?
- What value chain runs from platinum to a hydrogen economy?
- How does hydrogen industrialisation use South Africa's platinum endowment?
- How could a manganese industry move into battery manufacturing?
- What industrial steps sit between mined manganese and batteries?
- How does grid storage create a home market for vanadium?
- What industrial economy is built around vanadium and electricity storage?
Relevant claims
- GSX:IND-001: On the manuscript's illustrative value pool, focused integration retains 66.3 percent, compared with 37.6 percent for the existing footprint and 81.4 percent for a frontier partnership case.
- GSX:IND-002: The manuscript's industrial conclusion is a qualified PGM-component platform, with complete electrolysers and hydrogen exports only where customers, technology partners and low-cost electricity are already contracted.
- GSX:IND-003: The manuscript's first expansion is a qualified 30,000-tonne-a-year HPMSM platform linked to firm offtake, with partner-led cathode production and a later, conditional 4 to 6 GWh cell plant.
- GSX:IND-004: Under the paper's central assumptions, vanadium redox flow batteries reach lifetime cost parity with lithium iron phosphate at about sixteen hours of duration.
- GSX:IND-006: Under the central rule, the fund reaches about R586 billion by 2060 and transfers about R16 billion that year, rising to R1.48 trillion and R43 billion by 2125, in constant 2026 rand.
Major assumptions
- Central cost assumptions · high sensitivity · GSX:IND-004
- Central HPMSM plant · high sensitivity · GSX:IND-003
- Central hydrogen project · high sensitivity · GSX:IND-002
- Central withdrawal rule · high sensitivity · GSX:IND-006
- Illustrative value pool · high sensitivity · GSX:IND-001
- Separate institutions · high sensitivity · GSX:IND-006
- Strategy cases · high sensitivity · GSX:IND-001
- Alternative products · moderate sensitivity · GSX:IND-003
Datasets
- The South African Critical Minerals Industrial Complex · GSX:IND-001
- The Platinum-to-Hydrogen Economy · GSX:IND-002
- The Manganese-to-Battery Economy · GSX:IND-003
- The Vanadium Grid-Storage Economy · GSX:IND-004
- The Mineral Sovereign Wealth Fund · GSX:IND-006
Connected topics