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.
Volatile Markets & AI Surge, Resource Trade Tensions, and Cobalt’s Collapse Continues
This week, markets turned to their financial bunkers as Crazy Vlad’s latest nuclear saber-rattling sent investors scrambling for gold, German Bunds, and safe-haven currencies like the Swiss Franc and Japanese Yen.
Bubbly Chinese Equity, EU Tariffs Hit Chinese EVs, & Graphite Supply Chain Shifts
October showed some promise in the critical minerals space. Permitting breakthroughs, favorable court decisions, M&A moves, and some fund inflows brought the sector into the fringes of the market's limelight.
High Yields Stalls Equity Rally, US Tariffs on China’s Critical Minerals, & Canada’s Orphaned Lithium Projects
US yields have jumped on the back of stronger-than-expected US economic data. Or is the bond market starting to price in a GOP sweep and an ensuing Trumpflation?