At Project Blue, our Consulting team offers customised solutions to help clients and their stakeholders succeed in an 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.

We have worked with clients ranging from large corporates to single project developers, from government bodies to institutional investors, to navigate complex challenges and provide actionable insights that drive sustainable growth and long-term success. Built upon our comprehensive research offering, our consulting service supports clients across the critical materials supply chain.

We are an independent service provider specialising in over 30 critical material supply chains - from mine to market - at both global and local scales.

Supporting our clients at every stage

Jessica Fung, Head of Consulting at Project Blue, explains:

“There are three main ways in which we support our clients from a consulting perspective. First, given the breadth of our research coverage, we can provide clients with a multi-commodity view - whether for exploration purposes or to understand the dynamics between different commodity markets.

Second, we assist by addressing very specific questions that clients need answered to support their business. These may relate to market entry, commercial considerations, or competitor benchmarking. There are numerous ways in which we can tailor our approach to meet a client’s unique business requirements.”

Evolving client needs

Jessica continues:

“The trends we are seeing now relate to understanding the realities of the business environment in which many companies operate. Previously, there was a desire for a high-level understanding of critical material markets - essentially an educational process: What does supply look like? What does demand look like? How do price dynamics work?

Today, clients want to go much deeper. They seek insights not only into supply, demand, and pricing, but also into the risks to supply, the potential for demand substitution, and the role of recycling. On the pricing side, they want to understand how geopolitics influences discounts, premiums, and regional arbitrage. This reflects a far more detailed approach to due diligence and risk assessment than in the past.”

Our approach

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 combines decades of industry and commercial experience with fundamental analysis to deliver clarity and strategic guidance - whether it involves seeing the bigger picture or refining the details.

With consultants based across the UK, Europe, South Africa, and China, we offer a truly global viewpoint grounded in local expertise. Our cohesive and focused consulting team operates with a personal, hands-on approach while delivering robust solutions.

Learn more about our consulting services.

Watch Jessica Fung’s full video here: