/ Snapshot
Quick Facts

Boron is on the U.S. Defense Critical Materials list

No scalable domestic source - except 5E

Minimal substitution risk = price inelasticity

Boron demand projected to double this decade
/ In The Spotlight
Demand Is Accelerating
As electrification, food demand, and defense modernization accelerate, so does the need for high-purity boron. Forecasts project multi-billion-dollar expansion in boron-dependent sectors - without a scalable, secure supply base .
BORON DEMAND GROWTH1
(k tonnes; boric acid equivalent)
Expected Demand Growth Driven by Key Decarbonization Sectors
SUPPLY / DEMAND IMBALANCE1
(k tonnes; boric acid equivalent)
Continued Supply Pressures Bringing the Boron Supply Gap into Focus
Source: Credit Suisse Equity Research. (1)
Based on “High Demand” case. Note: Elemental boron figures converted to boric acid equivalent at a ratio of 1-to-5.72.

/ The Duopoly Challenge
A Fragile, Concentrated Global Supply
One Mineral. Two Producers. No Margin for Error.
85% of boron is currently sourced from a single country (Türkiye) or from a declining U.S. asset. 80% of refined boron carbides come from China. This makes boron one of the most strategically vulnerable key minerals.
/ Domestic Strength
5E - A Homegrown Solution
America’s First New Scalable Boron Source in Decades
5E is reshoring boron supply through its world-class U.S. resource, operational infrastructure, and vertically integrated platform. Our boron is already in production, and aligned with U.S. policy, ESG targets, and investor demand for secure critical minerals.

/ Boron in Applications
Building a Fully Integrated Boron Advanced Materials Business
- Backwards integration
- Access to low cost supply
- 450stpa+ target run-rate production*
- 5.1% boric acid in solution
- Low carbon footprint
- Attractive cost profile via by-product sales
- Build or buy advanced material capabilities
- Enter agreements to deliver Boron advanced materials
- Go-to-market strategy underpinned by long-term partnerships
- R&D to innovate new decarbonization-enabling applications
5E AS LEADER ACROSS THE BORON+ ADVANCED MATERIALS SUPPLY CHAIN
/ Contact Our Team
Get in Touch to
Drive Innovation with Boron
We’re here to answer your questions, provide insights about boron applications, and help you explore how 5E Advanced Materials can support your goals in clean energy, defense, and sustainability.
5E Advanced Materials Main Office
9329 Mariposa Road, Suite 210 · Hesperia, California 92344
+1 442-221-0225
hello@5eadvancedmaterials.com