
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.
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.