Critical Materials
ElectroState Intelligence Briefing
Ā 26th May 2026 1 Hour Duration
Time Zones: 9-10am ET / 14-15pm GMT / 15-16pm CET / 21-22pm SGT
Led by Energy Expert, Dr John Massey
Ā
The global economy is undergoing the largest industrial reorganisation in a century.
For over a hundred years, economic power flowed through: oil fields, pipelines, refineries and shipping routes.
The next era will run on:
- electricity grids
- batteries
- semiconductors
- magnets
- critical materials
- industrial manufacturing systems
The petrostate ends. The electrostate begins.
Learn more about Dr John Massey and his Energy Security Intelligence Briefings Here
Reserve me a place at the
Critical Materials Executive Briefing
The Intelligence Briefing will cover:
This ElectroState Intelligence Briefing will be a unique, live interactive session with the expertĀ Dr John Masseyā€™s full Critical Materials report into a concise strategic overview for:
- investors
- policymakers
- executives
- infrastructure leaders
- and energy-market participants.
Topics include:
- Why critical materials matter
- Chinaā€™s refining dominance
- Copper, lithium and rare earth supply chains
- Export controls and producer leverage
- Strategic reserves and industrial policy
- The rise of the ElectroState and the constraints and limits of critical materials
- Why the midstream is becoming the new geopolitical battleground
The Midstream Is Becoming the Strategic Battleground
Mining alone is no longer enough.
The critical leverage increasingly sits in:
- refining
- processing
- magnet manufacturing
- battery chemistry
- and industrial ecosystems.
China currently refines:
- ~91% of rare earths
- ~70% of lithium
- ~99% of battery-grade graphite
The United States, Europe and allied economies are now racing to rebuild strategic supply chains through:
- subsidies
- stockpiles
- export controls
- industrial policy
- and bilateral mineral agreements.
The next phase of the energy transition will not simply be technological. It will be geopolitical.
About ElectroState Intelligence
ElectroState is a founder-led intelligence platform tracking the structural shift from petrostate to electrostate ā€” the move of the global economy from molecules to electrons.
We believe the energy transition is driven primarily by:
- economics
- industrial systems
- infrastructure
- and energy efficiency
rather than ideological framing alone.
ElectroState provides actionable intelligence for:
- investors
- policymakers
- executives
- infrastructure developers
- and strategic decision-makers navigating electrification, China and the future industrial economyĀ
