The energy transition and digitalization have made critical minerals top of mind for policymakers and investors alike. However, little is said about the role that these minerals, including graphite, play in the defense sector, and the impact of supply chain disruptions on the world’s militaries.
The danger of running out of minerals needed to build weapons and defend territories is a heightened risk now, during a period of intensified global conflict. With wars raging on two fronts — Eastern Europe and the Middle East — not to mention numerous smaller wars like the conflicts in Yemen and the DRC, nations are girding for war and re-arming their militaries, pushing up demand for critical and non-critical minerals including graphite, aluminum, steel, iron, rare earths, nickel and titanium.
Tirupati Graphite PLC (LON:TGR) is a fully integrated specialist graphite and graphene producer, with operations in Madagascar and India. The Company is delivering on this strategy by being fully integrated from mine to graphene. Its global multi-location operations include primary mining and processing in Madagascar, hi-tech graphite processing in India to produce specialty graphite, and a state-of-art graphene and technology R&D center to be established in India.
