Securing Global Supply Chains for Tomorrow

Supporting enterprises across international markets and complex strategic supply chains.
Lithium (Li): Supply Deficit 80 k t ▼
Copper (Cu): Tight Supply 2026 ▼
Nickel (Ni): Price Fluctuation in 2026–27 ▲
Cobalt (Co): Concentrated Supply 70% DRC ▲
Gold (Au): Value of Demand up 74% ▲
Silver (Ag): Supply to increase 1.5% ▲
Neodymium (Nd): Demand increased 35% ▲
Lithium (Li): Supply Deficit 80 k t ▼
Copper (Cu): Tight Supply 2026 ▼
Nickel (Ni): Price Fluctuation in 2026–27 ▲
Cobalt (Co): Concentrated Supply 70% DRC ▲
Gold (Au): Value of Demand up 74% ▲
Silver (Ag): Supply to increase 1.5% ▲
Neodymium (Nd): Demand increased 35% ▲

About Karavan Free Trade

Karavan Free Trade is an advisory platform specializing in International Trade and Supply Chains to conduct business internationally and participate in the global value chain — making trade easier, accessible, and transparent. Karavan Free Trade, with its access to a high-profile, close-knit network of industry leaders, country experts, state officials, and the right expertise and research capabilities, serves as an enabler for enterprises and investors to expand, trade, and grow.

Our target sectors include Metals & Mining (Critical Minerals and Precious Metals), Food & Agriculture, Digital Manufacturing and others across both emerging and advanced economies.

Vision

Provide end-to-end support to a business enterprise for conducting global trade and sourcing across specialized industries. Bridge the gap between Importers and Suppliers — realizing their true growth potential and helping expand the business.

Mission

Cut across the hurdles faced by Buyers and Sellers and create sourcing networks that are aligned with the supply chain and business strategy of the firm.

Core Principle

Transparency, accessibility, and trust underpin every engagement. We help global and local firms mitigate risks while navigating the global value chains.

From Strategy to Execution

Process Timeline

Discovery & Assessment

We analyse your trade objectives, current supply chain, and target markets. Porter's Five Forces, PESTLE, and CAGE analysis form the foundation.

Strategy Design

A bespoke market-entry and sourcing strategy crafted to your business model, risk tolerance, and growth ambitions — organic and inorganic.

Network Activation

We leverage our high-profile network of industry leaders, country experts, and state officials.

Execution & Growth

Ongoing support through transaction execution, compliance management, and continuous optimisation of your supply chain and partnerships.

Advisory Services

Comprehensive trade, supply chain, and market intelligence solutions to remove barriers and create lasting international networks.

Critical Minerals, REEs & Precious Metals

Nations have long sought to secure supplies of materials vital to industrial and military capabilities. Karavan covers the full spectrum — from base critical minerals to rare earths and precious metals powering the clean energy transition.

Li

Lithium (Li): Li2CO3 and LIOH

Core components in Solid-state batteries; Electric vehicle batteries (cars, buses, two-wheelers). Main component in grid-scale energy storage systems (store energy from solar and wind). Battery electrolytes & cathode materials. Lithium salts (LiPF₆, LiCoO₂, LiFePO₄) are responsible for the quick charging and long life of the batteries.

Cu

Copper

Required for the production of EV motors, inverters, wiring, and charging ports. Solar photovoltaic systems, windmills, and their inverters are the major users of copper wiring. Cables for power transmission, transformers, substations, and smart meters. The data transmission for cooling systems in data centers is done through copper cabling.

Ni

Nickel

High-energy EV batteries and energy storage: Use in the cathodes (NMC, NCA) drives maximum EV range. Nickel alloys and superalloys are also used to manufacture jet engines, turbines, and space systems.

Advanced Electronics: Nickel is used in connectors, resistors, and heat-resistant components.

Co

Cobalt

Used in EV and Energy Storage Batteries. It improves thermal stability, safety, and battery life. Superalloys for Aerospace as well as Super magnets and Electronics. Processing and Refining with Catalysts; in the steps of crude oil refining and in some chemical reactions.

C

Graphite

Graphite is the major anode material, and each EV battery consumes 50 to 70 kg, thus it cannot be replaced in the existing battery chemistry. Due to their excellent conductivity and stability, it is one of the main materials used in EVs, grid-scale storage, and fast-charging systems. It is used in heat management systems, thermal pads, and electronic components as well.

Mn

Manganese

Mn is a material used in NMC and LMFP batteries, lowering cost and improving safety. Cobalt-free high-manganese batteries are emerging as alternatives to heavy cobalt batteries. Also used in Advanced High-Strength Steels (AHSS) and Water Purification and Electronics including wind turbine components.

Zn

Zinc

Zinc Galvanization for Clean Infrastructure and Steel used in EVs, wind turbines, and solar structures is protected. Zinc-Air & Zinc-Bromine Batteries are the new low-cost energy storage technologies. Zinc coatings are used for bridges, railways, and EV charging stations as they provide further life.

Pb

Lead

Advanced Lead-Acid Batteries which are used in start-stop vehicles, telecom towers, UPS systems and backup power & data centers- Reliable emergency power systems. Use in X-ray rooms, nuclear plants, medical imaging equipment as well as Defense & Aerospace Applications. Lead has one of the highest recycling rates globally (>95%).

W

Tungsten

Tungsten’s hardness and resistance make it ideal for industrial tools. Its high strength, density, and temperature tolerance make it valuable for missiles, ammunition, jet engine components. Its excellent conductivity and high melting point suit electric contacts, filaments, and semiconductor components.

Ta

Tantalum

Tantalum is primarily used in the electronics industry. It is used for the production of capacitors. Capacitors are used in smartphones, laptops, tablets, cameras and other electronic devices. Due to its capacity to withstand high temperatures and stress it is used in the parts of jet engines and other critical aerospace systems.

Cr

Chromium

Chromium usage reaches 85-90 percent through its application which delivers corrosion resistance and strength to stainless steel production. The material serves as a component in superalloys which function at elevated temperatures.

Sn

Tin

Tin Plating: It is used as tin coating in steel materials such as in food can containers to create a protective barrier against corrosion while maintaining safety standards. The process serves as an essential component for soldering work which connects circuit boards and semiconductors and electrical components together.

Ti

Titanium

The titanium used in aircraft frames, jet engines and missiles because they possess superior strength-to-weight ratios. Pigments (TiO₂): It is widely used in paints, coatings, plastics, and paper for whiteness and opacity.

Pr

Praseodymium

Light REE

Pr+Nd combination increases magnetic strength in EV motors and wind turbines. Aerospace superalloys for jet engines. Laser systems and optical filters for defence and telecom.

Demand: ~119,700 tonnes in 2025, growing 8–10%/yr

Risk: >85% of supply from China

Nd

Neodymium

Light REE

Core element for Nd-Fe-B magnets in EV traction motors (high torque). Direct-drive wind turbines. Consumer electronics — speakers, hard drives, smartphones. Industrial robots and AI machines.

Demand: Exceeded ~60,000 tonnes by 2025; +35% from EV sales · Each EV uses 1–2 kg Nd-based magnets vs. negligible in ICE

La

Lanthanum

Light REE

Indispensable in nickel-metal hydride batteries for hybrid vehicles. Oil refinery catalysts. Optical and medical lenses. Hydrogen storage alloys.

Demand: ~$75M market in 2025, growing 6–7%/yr ·

Supply: Abundant but processing capacity constrained outside China

Sm

Samarium

Light REE

Sm-Co magnets perform in extreme heat — ideal for aerospace and defence. Missile and radar electronics. Nuclear reactor control as a neutron absorber. 

Growth: ~5% CAGR in defence, aerospace & nuclear 

Status: Strategic metal with government-backed procurement

Ce

Cerium

Light REE

Cerium oxide enhances oxygen storage in automotive catalytic converters. Boosts performance of solid oxide fuel cells. Electronics polishing for smartphones, LCD, and optical components.

Demand: 50,500t in 2025, growing 4–5%/yr · Stricter emission standards driving more cerium oxide catalyst consumption

Gd

Gadolinium

Heavy REE

MRI contrast agents for diagnostic clarity. Nuclear energy safety as neutron absorber. Advanced magnetic, thermal, and radiation sensors. Magnetic refrigeration systems.

Market: USD 5.94B in 2025 · Projected ~6%/yr growth driven by global healthcare expansion

Supply: Complex separation processes

Tb

Terbium

Heavy REE

Prevents EV and wind turbine motors from losing magnetism at high temperatures. Green phosphors in LED displays and lighting. Precision laser and optical defence instruments.

Market: 0.29K tonnes in 2025 · Demand growing 9–11% from wind turbines & EV magnets

Risk: <1% of global REE production

Dy

Dysprosium

Heavy REE

Improves heat resistance and durability of EV motor magnets. Reduces power fluctuations in wind turbines. Aerospace & defence motors under extreme stress. Nuclear reactor safety components.

Market: 2.78K tonnes in 2025 · CAGR ~10% from high-temperature EV magnets

Supply: Mining output <3%/yr — structural deficit forming

Yb

Ytterbium

Heavy REE

Primary application in industrial fiber lasers for cutting and welding. Signal amplification in optical fiber telecommunications. Surgical and therapeutic medical laser devices. Atomic clocks.

Growth: ~7%/yr from laser and telecom applications

Supply: Confined to East Asia for commercial extraction · Data center expansion driving demand

Au

Gold

Total gold demand, including OTC, reached 1,231 tonnes (up 2% year-on-year), with the value of demand jumping 74% to a record \$193 billion as prices hit \$5,400/oz in January. Bar and coin investment: Semiconductors and microelectronics—gold in chips, jewellery, connectors, and circuit boards.

Ag

Silver

Silver’s high conductivity enhances solar PV electric power collection. EV contacts, switches, and battery components. 5G and IoT devices. Antimicrobial medical equipment coatings. Silver was around $81/oz in early February (up 14% YTD) and it rose 147% in 2025.

Pt

Platinum

Industrial: Modest growth in 2025, in line with capacity expansions in the chemicals, fibreglass, biofuels and synthetic fuels sectors. Jewellery: the gold-to-platinum price ratio reached 3.5x in May 2025, its highest level since 2015, prompting some Chinese fabricators to switch to platinum.

Pd

Palladium

Automotive uses account for ~80–85% of total palladium demand, where palladium is used in catalytic converters in gasoline engines. Lower production of gasoline vehicles was predicted to cut automotive palladium demand by 5% in 2025.

Rh

Rhodium

Automotive catalytic converters (~80%): Approximately 80% of rhodium demand is driven by automotive catalytic converters due to stringent emission regulations. Rhodium is essential for reducing NOx in gasoline engines — practically irreplaceable.

Ir

Iridium

Hydrogen electrolyzers (PEM): The structural growth story — iridium is the catalyst on the anode side of PEM water electrolysis, with no commercially viable substitute. Iridium crucibles: For high-purity crystal growth (semiconductors, LEDs)

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Comprehensive trade, supply chain, and market intelligence solutions to remove
barriers and create lasting international networks.

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Comprehensive trade, supply chain, and market intelligence solutions to remove
barriers and create lasting international networks.