Nine Critical Energy Minerals for Investors
July 3, 2024
By Tessa Di Grandi Article & Editing Selin Oğuz Graphics & Design Jennifer West Zack Aboulazm
Visualized: Nine Critical Energy Minerals for Investors
Emission-free technologies such as electric vehicles (EVs), solar panels, wind turbines, and nuclear reactors are critical to reducing energy-related emissions and fulfilling net zero goals by 2050.
In this graphic, we’ve partnered with Sprott to explore nine minerals crucial for these technologies and their projected compound annual growth rates (CAGR) in global market size from 2022 to 2027.
Identifying the Nine Key Clean Energy Minerals
Sprott has identified the following minerals from the U.S. 2022 Critical Minerals List as fundamental to the energy transition, offering significant financial opportunities for investors as the transition accelerates.
Let’s delve into each one.
- Cobalt: Maximizes the stability and longevity of batteries. Cobalt is part of the chemistry of 63% of EV batteries worldwide.
- Copper: Essential for conductivity in electrical infrastructure, including wind, solar, and EV charging stations. In general, renewable energy systems can use up to six times more copper than traditional ones.
- Graphite: The largest component of lithium-ion batteries used for EVs and energy storage.
- Lithium: An essential component of electrolytes in EV batteries and lithium-based energy storage systems. By 2030, 95% of lithium demand is expected to come from batteries.
- Manganese: Used as an electrode in many lithium-ion batteries for EVs.
- Nickel: A key element in battery cathodes, offering higher energy density and longer driving ranges for EVs.
- Rare earths: A vital component in the magnets used in wind turbines and EVs.
- Silver: Essential for conductivity in solar panels and other electrical infrastructure, possessing the highest electrical and thermal conductivity among all metals.
- Uranium: The fuel for nuclear power plants that can provide dispatchable and low-carbon power to the electricity grid. Nuclear power ranks as the second-largest contributor to low-carbon electricity production.
Projected Growth for Clean Energy Minerals
With demand escalating for clean energy technologies, demand for their essential components is also expected to grow, offering avenues for investors to capitalize on the dynamic clean energy market.
Below we list the projected compound annual growth rates (CAGR) for each of these minerals, which is their average annual growth in market size over a specified period, taking into account the effects of compounding.
| Mineral | Compound Annual Growth Rate (2022–2027P) |
|---|---|
| Lithium | 25% (Source: ReportLinker) |
| Silver | 9% (ReportLinker) |
| Rare Earths | 8% (Technavio) |
| Uranium | 7% (Technavio) |
| Copper | 6% (Technavio) |
| Cobalt | 6% (360 Markets and Updates) |
| Graphite | 6% (IndustryARC) |
| Nickel | 5% (Market Research Future) |
| Manganese | 4% (IndustryARC) |
With an average projected CAGR of over 8% through to 2027, driven especially by demand for lithium, silver, and rare earth metals, investors are taking note.
Copyright © 2024 Visual Capitalist
TORONTO, Aug. 19, 2026 - VVC Exploration Corporation, dba VVC Resources (“VVC” or the “Company”) (TSX-V: VVC and OTCQB: VVCVF) is providing an update to its previous news release dated May 21, 2026, regarding the status of its delayed annual financial filings. The annual financial statements and the Management's Discussion and Analysis ("MD&A") for the year ended January 31, 2026 were filed on SEDAR+ on August 18, 2026. With the Year-end Financials completed, the Company is working diligently on preparing the financial statements and MD&A for the three months ended April 30, 2026 (collectively the "Interim Financials"). The Company expects to be able file the Interim Financials prior to August 31, 2026. As such, the Failure-to-File Cease Trade Order ("FFCTO") against the Company will remain in place until such time as the Company's Interim Financials and related officer certifications are filed on SEDAR+. The delay in completing the Required Filings resulted from additional time required to finalize certain accounting and financial reporting matters in connection with the Company's year-end reporting process. About VVC Resources VVC engages in the exploration, development, and management of natural resources - specializing in scarce and increasingly valuable materials needed to meet the growing, high-tech demands of industries such as manufacturing, technology, medicine, space travel, and the expanding green economy. Our portfolio includes a diverse set of multi-asset, high-growth projects, comprising: Helium & industrial gas production in western U.S.; Gold & associated metals operations in northern Mexico; and Strategic investments in carbon sequestration and other green energy technologies. VVC is a Canada-based, publicly-traded company on the TSXV (TSX-V:VVC). To learn more, visit our website at: www.vvcresources.com. Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
TORONTO, June 19, 2026 - VVC Exploration Corporation, dba VVC Resources ("VVC" or the "Company") (TSX-V: VVC and OTCQB: VVCVF) announces that Mr. Bruno Dumais resigned as a Director of the Company. The Board of Directors has accepted Mr. Dumais' resignation with regret, and thanks him for his valuable contributions and dedicated service to the Company. Jim Culver, CEO of VVC, commented: "On behalf of the Board and management, I would like to express our deep appreciation to Bruno for his commitment to VVC. We value the insight and guidance he has provided during his tenure and wish him continued success in his future endeavors." The position on the Board of Directors will be left vacant until a new candidate can be appointed to fill the vacancy. About VVC Resources VVC engages in the exploration, development, and management of natural resources - specializing in scarce and increasingly valuable materials needed to meet the growing, high-tech demands of industries such as manufacturing, technology, medicine, space travel, and the expanding green economy. Our portfolio includes a diverse set of multi-asset, high-growth projects, comprising: Helium & industrial gas production in western U.S.; Gold & associated metals operations in northern Mexico; and Strategic investments in carbon sequestration and other green energy technologies. VVC is a Canada-based, publicly-traded company on the TSXV (TSX-V:VVC). To learn more, visit our website at: www.vvcresources.com. Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
