Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala

In The HC Commodities Podcast, host Paul Chapman and Ellie Saklatvala, Head of Metals Pricing at Argus, discuss critical minerals, focusing on Yttrium, Rhenium, and Graphite. They explore Yttrium's China-dominated supply chain and its uses in electronics and military applications, as well as the environmental challenges of its production. The conversation shifts to Rhenium, highlighting its importance in aerospace and medical industries, its scarcity, and China's increasing demand. Finally, they examine Graphite, noting its primary use in steelmaking and growing significance in batteries, along with the potential for developing a Western supply chain amid environmental concerns and the challenges of competing with Chinese production.