
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.
Critical Minerals Markets Turmoil, Trump's Energy Rollback Fears, & Rare Earths Supply Uncertainty
A string of blows against the future of energy transition kneecapped critical mineral stocks this week, with a particularly painful reversal in the battery material sector.