CRU Consulting - now part of CRU

We have officially moved over to the CRU LinkedIn account! Follow along to stay updated on the latest industry insights, expert analyses, and more.

CRU Consulting is moving to the main CRU LinkedIn account. Our commitment to providing tailored advice and insights into mining, metals, and fertilizers remains unchanged. Follow the CRU account to keep receiving the same high-quality content, updates, and more, all in one place.

🎯 CRU Consulting was selected to provide recommendations for the Northern Territory Government regarding the Northern Territory Minerals Industry Plan 2030. CRUC was able to use a strong foundational knowledge across multiple commodity value chains to develop a bespoke piece of work, that enabled a set of comprehensive recommendations based on the jurisdictions unique circumstances. ⭐ The Northern Territory Minerals Industry Plan – Pathway to 2030, articulates the NT Government’s vision and commitment to strategically optimising the Territory’s mineral resources in an economically, environmentally and culturally sustainable manner. ⛏ The Northern Territory hosts a significant variety of critical minerals key for the energy transition, moving minerals up the value chain will generate greater economic returns and positions the Territory to be a dependable supplier in disruptive and disrupted global mineral supply chains. Opportunities for downstream mineral processing must be pursued to capture a greater share of the economic value of Territory minerals. Read more about the plan and CRUC contribution here: Minerals industry plan | Resourcing the Territory (nt.gov.au) #criticalminerals

📈 As energy prices rise and demand for renewable energy increases, improving energy efficiency has become a focus of many industries, and wide-bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN) have been identified as major enablers of this due to their superior thermal conductivity and switching speeds, relative to conventional silicon devices.  🔋 The EV industry has led the way in the large-scale adoption of SiC, as when used in the traction inverter, SiC increases EV powertrain efficiency by reducing resistive heating losses and switching losses, allowing more efficient conversion from battery to motor. So far, the relatively high cost of SiC has prevented its penetration into other markets (e.g. static applications where the upfront cost of SiC is not offset by the significant system-level savings). However, as the technology matures and the price comes down, SiC will likely begin to penetrate new markets. 📄 CRU Consulting has published three new reports with the aim to provide analysis on the market dynamics that will drive future adoption and manufacturing of SiC-based power devices, and give relevant contextual background to this relating to the SiC supply chain.  If you’d like to learn more about our reports or capabilities in analysing the SiC market, please get in touch with either Bex Stone or Harry Vincent. #siliconcarbide #semiconductors #electricvehicles #electrification 

CRU Breakfast returns for 2024 as part of LME Week, London’s premier gathering for the global metals community. 📍 12:00 October 1st 2024, Waldorf Hilton- The Challenge and Cost of Standing Out in Pursuit of Decarbonisation 📝 Registration available here: https://lnkd.in/eCeFUN4n CRU Consulting’s Ionut Lazar will chair a panel discussing how to navigate the complexities of decarbonisation, from the point of view of the industries which will absorb the cost, governments imposing regulations and crucially the investors choosing where capital should be directed. Join CRUC experts Kaitlin Gebbie and Josefa Carrere, along with CRU Sustainability’s Molly Morgan for this insightful session, just one of many exciting events hosted by CRU in a morning of industry leading discussion. #CRUBreakfast

CRU’s Head of Americas Consulting, Lynn Lupori, and Senior Consultant, Jeff Dereume, were on hand at last month’s Steel Market Update annual summit where they participated in sessions focused on recycled metal, decarbonization, and the price and demand outlook for steel sheet and long products, as well as scrap and metallics. Some key takeaways from the outlook session are presented below: 1. Macroeconomic sheet indicators are bullish for next year as capacity grows. Following a reset year in 2024, prices will moderate in 2025. 2. Longs prices will find support from 2025 as demand gains momentum. 3. Economic recovery and higher steel output will support scrap demand starting in the second quarter of 2025. 4. Some unknowns remain in the steel market including 1) where all the scrap is coming from, 2) what the US election outcome will yield, and 3) the impact and resolution of China’s capacity overhang. CRU Consulting focuses on bespoke consulting projects across the steel value chain and leverages on the ongoing data tracking and reporting of expert CRU analysts. Touch base with Jeff or Lynn to learn more about how CRU can assist with your company's 2025 goals. #steel

📅 Wednesday 11th September 2024 ⏰ 14:00 - 14:50 hrs 📍 Big Issues Theatre, National Exhibition Centre, Birmingham, United Kingdom The steel industry accounts for 7% of global carbon emissions. Mounting environmental pressure and policy push to reduce carbon emissions is driving a transition from BF-BOF production to EAF steelmaking using scrap and ore-based metallics across Europe. CRU Consulting's Gareth Beese will be moderating a panel of industry experts on Wednesday 11th of September at the UK Metals Expo. Join to learn more about the transition to EAF steelmaking in the UK. #steel

✈ Last week, Ian Hiscock (Head of Consulting, China and Southeast Asia) and Victor Chin (Principal Consultant, Singapore) travelled to China to meet key clients. 🤝 China has become a key location in today’s commodity consumption and production landscape. As such, CRU is proactive in building strong relationships with local market participants and government organisations, to deliver primary knowledge on this otherwise opaque market. 🏢 To facilitate this, CRU opened an office in China in 2004. The office works closely with our colleagues across the APAC region to serve our customers locally as part of CRU's commitment to primary research and local relationships in a key region for the world economy. #China

CRU Principal Consultant Francisco Acuña and Senior Consultant Jeff Dereume recently traveled to Toronto, Canada to deliver a lithium project as well as meet with past and prospective clients, including junior miners and lending groups. They were joined by Vice President, Base & Battery Metals Frank Nikolic and Business Development Manager Brendon Wrana. The group also hosted a CRU-sponsored networking event at the renowned LOUIX LOUIS restaurant. Over the course of the trip, many of the conversations had reoccurring themes, including: 1. The long-term lithium price forecast and the primary influences surrounding this. 2. The rate of EV adoption in North America and the role plug-in hybrid electric vehicles will play. 3. The deployment and use of IRA funds in North American projects, and how this will impact China’s role in the battery material supply chain. Reach out to Francisco to learn how CRU can assist your organization's 2025 planning and decision making. #lithium #toronto

🌏CRU Senior Consultant David Royle featured in CSIRO's article on Australia's potential in silicon metal and polysilicon production, a key material for the production of solar cells and other technologies. ⛏ Australia's abundance of rich rock quartz deposits and vast solar PV generation potential gives the country a competitive edge in a polysilicon market dominated by China. ⚡ The access to stable, cheap energy combined with incentives like the tax credits provided in the Future Made in Australia Act, will be pivotal in establishing not only a position in the polysilicon production industry, but across the whole solar value chain, from raw material to solar panel production. Read more here: https://lnkd.in/gRkZqMHW #polysilicon #renewables