Semiconductor Supply Chains and the Critical Minerals Gap
The semiconductor industry leads all major critical mineral intensive manufacturing sectors – including clean energy and defense – in both profit margins and growth, fueled by
The North American Grid at an Inflection Point
The North American grid is entering a structurally different phase. From 2000 to 2020, US electricity demand was essentially flat, growing at under 0.5% per year as efficiency gain
Critical Materials for North America – Current and Future
2025 is defined by a return to energy pragmatism – in line with Azimuth’s view as expressed in our Q1 2025 paper “Azimuth’s Philosophy on the Energy Transition”. Indeed,