
CRITICAL MINERALS ESSENTIALS
Sector Commentary Archive
Each week, our team delivers in-depth commentary on the critical materials sector, covering market trends, geopolitical shifts, supply chain challenges, and key developments in mining and exploration. Staying informed in this rapidly evolving industry is essential for understanding emerging opportunities and navigating risks.
Explore our archive below to catch up on past insights, and subscribe today to receive these timely updates directly in your inbox every Friday.
Global Gains & Metal Pain, Beijing Targets Exports (Again), and Brazil's Resource Pivot
In a week marked by high drama in Seoul, Paris, and Bogotá, markets largely maintained the year's trend. Crypto, semiconductors, gold, the S&P 500, the Russell 2000, Taiwan's Taiex, and Japan's Nikkei extended their gains.