Consulting
As an independent service provider, we cover 30+ critical material supply chains globally, from mine to market.
Bespoke research on critical materials and energy transition
At Project Blue, our consulting team offers customized solutions to help clients and their stakeholders succeed in a rapidly evolving global marketplace. Leveraging our extensive global network and deep expertise in critical materials and the energy transition, we empower businesses to gain a competitive edge, make informed decisions, and effectively mitigate risks.
Our team's ability to navigate complex challenges allows us to provide actionable insights that drive sustainable growth and long-term success.
Our consulting service is built upon our comprehensive research offering to clients across the supply chain
We are an independent service provider specializing in over 30 critical material supply chains—from mine to market—at both global and local scales.
At the heart of what we do is a belief that the critical raw materials and energy transition sectors thrive on reliable data, insightful analysis, and expert perspectives.
Our team brings together a rich mix of talents and decades of industry experience to deliver the clarity and strategic guidance our clients need—whether it's seeing the bigger picture or fine-tuning the details. With consultants based across the UK, Europe, South Africa, and China, we offer a truly global viewpoint grounded in local expertise.
Jessica Fung
Head of Consulting
Our cohesive and focused consulting team operates with a personal, hands-on approach while delivering robust solutions.
Industry Snapshots
Client deliverables
Leveraging Project Blue’s expertise in 30+ critical material markets, we deliver tailored market overview reports covering demand, supply, prices, and trade flows—serving a wide range of users from generalists to experts with historical, current, and forecast insights.
Cost benchmarking
Client deliverables
Using Project Blue’s leading cost curve and tracker research, we help clients benchmark operating costs to an AISC CIF basis, offering tailored analysis for niche products, custom units, and competitive markets like Asia seaborne and battery-grade materials.
Market entry evaluation
Client deliverables
With deep expertise in 30+ critical material markets, Project Blue supports clients with market entry assessments—evaluating new products, pricing, and risks, as well as opportunities for expansion into emerging or adjacent markets aligned with industry trends and client capabilities.
Market Studies for technical reports
Client deliverables
Backed by expertise in 30+ critical material markets and a team including QPs/CPs, Project Blue delivers third-party market studies for all technical report levels—from market fundamentals and 10-year forecasts to supply chain mapping and product assessments for due diligence.
Segment-specific analysis
Client deliverables
With expertise in 30+ critical material markets, Project Blue helps clients explore niche segments—assessing regional supply chains, trade flows, demand outlooks for niche or by-products, and competitive positioning.
Investment decision frameworks
Client deliverables
Leveraging deep expertise in 30+ critical material markets, Project Blue supports clients in exploring niche segments—analyzing regional supply chains, trade flows, demand for niche or new by-products, and overall competitive positioning.
Project ranking
Client deliverables
Drawing on deep knowledge of 30+ critical material markets, Project Blue supports clients in developing projects or benchmarking operations—assessing product specs, end markets, marketing risks, and cost competitiveness using our leading cost curve and tracker research.
ESG benchmarking
Client deliverables
Leveraging our leading cost curve and tracker research, Project Blue builds asset-level emissions and carbon footprint curves, delivering bespoke analysis from mine to refined products—aligned with industry best practices and developed in collaboration with sustainability experts.
Offtake/Procurement strategy
Client deliverables
Using Project Blue’s detailed supply-demand analysis, we help clients identify market gaps and potential customers based on supply chain integration, assess commercial terms and pricing dynamics, and evaluate transport costs and risks through our logistics network.
