
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.
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?
The Fed’s Elusive Respite, Germany Rejects Investment Plan, & Lithium Inventory Cycle
Pity those who planned to trade around the Fed’s Wednesday decision. The 50bp cut first sent the market up before seeing it crash and close in negative territory.