
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.
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.