
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.
Dollar Rallies & Copper Slips, Critical Minerals in Political Crossfire, and Lithium Slump Signals Shift
Global investors are positioning for higher growth and higher, entrenched inflation. China's prospects, which remain dim, are countering this trend, except for the roaring export sector.