
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.
Chinese Market Gyrations, EU Slaps Tariffs on China’s EVs, & Cobalt Market Blues
This is getting ridiculous. Lithium prices are flat, but earlier this week in China, Zhejiang Huayou, Ganfeng Lithium, and Tianqi Lithium all went up 10%.