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/ Introduction to Boron


The Strategic Mineral
Hiding in Plain Sight

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From national defense to clean energy, boron is essential to the modern economy - and dangerously under-supplied

 

Explore Boron's Potential

/ Snapshot

Quick Facts

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

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No scalable domestic source - except 5E

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Minimal substitution risk = price inelasticity

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Boron demand projected to double this decade

/ Essential Resource

Small Element. Massive Impact.

Boron is a high-performance, non-metallic element used to enhance strength, heat resistance, conductivity, and chemical stability in advanced materials. It's not just useful - it's irreplaceable in doezens of high value applications.

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/ 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)

boron demand growth

 

Expected Demand Growth Driven by Key Decarbonization Sectors

SUPPLY / DEMAND IMBALANCE1

(k tonnes; boric acid equivalent)

boron supply demand imbalance

 

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.

 

5E Advanced Materials Section Gradient

 

/ 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.

Global Boron Supply at Risk Duopoly Market-1

 

BoronOnlyOccursInRareGeologicalSettings

 

/ 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.

5E Advanced Materials Section Gradient

 

/ Boron in Applications

Building a Fully Integrated Boron Advanced Materials Business 

1. EXTRACTION
  • Backwards integration
  • Access to low cost supply
  • 450stpa+ target run-rate production*
  • 5.1% boric acid in solution
2. PROCESS
  • Low carbon footprint
  • Attractive cost profile via by-product sales
  • Build or buy advanced material capabilities
3. VALUE-ADD
  • 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

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/ 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

  • Address Icon 9329 Mariposa Road, Suite 210 · Hesperia, California 92344
  • Phone Icon +1 442-221-0225
  • Email Icon hello@5eadvancedmaterials.com