Category: carbon materials

The Future Value of Disruptive Materials


This post is by Aran Ali from Visual Capitalist


The following content is sponsored by Global X ETFs

The Briefing

  • By 2030, the collective market for disruptive materials is expected to reach over $800 billion
  • Copper is the largest market while lithium is the fastest growing

The Future Value of Disruptive Materials

A select number of materials have a critical role to play in the expansion of next generation technologies. This could lead to a surge in demand and a potential soaring of market values for each material as a result.

This graphic from Global X ETFs takes a closer look at the forecasted market value for 12 disruptive materials, which are seeing increasingly large climate investment.

Soaring Market Values

The materials highlighted are each a billion dollar market in their own right. But which has the largest projected future market value?

Copper is one of the largest and most mature markets from this group. And as a result sees a lower projected compound annual growth rate (CAGR).

However, when it comes to the fastest growing market, lithium reigns supreme with a CAGR of over 23% between the forecast period of 2021 and 2028. Lithium is a vital ingredient for lithium-ion batteries, used in EVs and elsewhere.

Disruptive MaterialProjected Market Value ($B)CAGR (over forecast period)
Copper$394.0B by 20294.2% (2021-2029P)
Lithium$191.0B by 202823.3% (2021-2028P)
Nickel$59.0B by 20287.3% (2021-2028P)
Zinc$49.6B by 20274.0% (2021-2027P)
Manganese$42.0B by 20277.4% (2019-2027P)
Cobalt$17.3B by 202912.5% (2021-2029P)
Rare Earth Metals$15.4B by 2030 (Read more...)

Disruptive Materials: Visualizing America’s Import Dependency


This post is by Aran Ali from Visual Capitalist


The following content is sponsored by Global X ETFs

The Briefing

  • The U.S. is 100% import dependent on manganese and graphite
  • China and Canada are the two nations the U.S. is most import reliant on

America’s Import Dependency for Disruptive Materials

The U.S. is expected to see surging demand for disruptive materials, which are those deemed to have high level importance for their role in next generation technologies. But many of these disruptive materials like manganese, cobalt, and lithium are primarily imported from foreign countries.

This graphic from Global X ETFs takes a closer look at Americas reliance on net imports for these disruptive materials. Countries are ranked by how many commodities of which the U.S. is a net importer. And net importer is defined as over 50% of domestic use or consumption comes from foreign sources rather than domestic production.

Ranking Country Reliance

The U.S. imports commodities from a lot of countries, including from economic rivals. And these commodities include well known ones like nickel, zinc, and lithium, which are critical to climate-friendly technologies. However, the data reveals that there are a select number of countries where dependency is highest. Here’s a look at the top eight countries.

CountryNumber of Commodities Net Import Reliant
🇨🇳 China 19-23
🇨🇦 Canada13-18
🇷🇺 Russia 7-12
🇮🇳 India7-12
🇧🇷 Brazil7-12
🇿🇦 South Africa 7-12
🇩🇪 Germany7-12
🇲🇽 Mexico7-12

The U.S. is most dependent on China where they are net import reliant on 19-23 different commodities, followed by Canada with 13-18. In addition, the U.S. (Read more...)