Company Interview / Green Critical Minerals targets tech titans

Clinton Booth, CEO of Green Critical Minerals (ASX:GCM) outlines a transformative June quarter, citing it as the company’s most dynamic period so far. Booth points to the critical shift from pilot to commercial-scale production, with the commissioning of their initial module one production plant. This facility is designed for scalability, allowing Green Critical Minerals to increase output in line with growing customer demand without heavy capital expenditure. The company is now manufacturing VHD graphite blocks used widely in thermal management applications, particularly targeting the high-performance computing and data centre sectors.

Booth states that demand is being driven by major industries such as Defence, aerospace, electric vehicles, and notably the fast-growing AI and data centre markets. Technology giants like Nvidia ($NVDA), AMD ($AMD), and Intel ($INTC) are identified as key beneficiaries, requiring advanced cooling solutions for their processors. Booth confirms that Green Critical Minerals has established a US entity to strengthen its presence in the American market, which represents 30-40% of their current sales. An entry strategy for the Korean market is also underway.

Financially, Booth reports over $7 million in cash following a well-supported capital raise, with first revenues targeted for the first half of 2026.