March 5, 2026
Recent tensions between the United States, Israel, and Iran have once again reminded markets how quickly geopolitical risk can escalate. Much of the media coverage focuses […]
News
Blog
March 1, 2026
From BrasĂlia to Seoul, countries are ramping up efforts to challenge China’s dominance in rare earths, as Brazil and South Korea push new alliances to secure […]
February 26, 2026
In recent years, strategic metals markets have shifted from purely price-driven cycles to structurally influenced supply dynamics. Export controls, geopolitical positioning, and defence-related demand are increasingly […]
February 22, 2026
With China celebrating the Lunar New Year, industrial activity in the country is taking a breather, and with it, lots of the critical minerals markets. As […]
February 19, 2026
Strategic metals markets are increasingly shaped by access as much as price. Over the past two years, export controls, licensing systems, and geopolitical positioning have altered […]
February 15, 2026
Activity in critical minerals eased ahead of the Chinese Lunar New Year. Although next week’s celebrations will halt much of China’s industrial output, the quieter pre-holiday […]
February 13, 2026
This market outlook examines how geopolitical tensions, export controls, and government stockpiling are influencing strategic metals markets in 2026. As we move further into 2026, one […]
February 8, 2026
The U.S. moved to the forefront of the critical minerals debate this week, hosting allied nations in Washington to coordinate on supply chains while the Trump […]
February 5, 2026
This article explains why strategic metals do not all respond to the same drivers, and how relevance shifts over time as technology, regulation, and industrial demand […]
February 1, 2026
This week, the U.S. government announced its second major investment in a domestic rare earth company, USA Rare Earth. Meanwhile, the EU is seeking to bolster […]
January 30, 2026
This article looks at how industry and governments are actively securing strategic metals in 2026, and how that behaviour is reshaping availability across the market. Over […]
January 26, 2026
This article explains why published prices alone do not always reflect how strategic metals markets function in practice. In last week’s post, we looked at how […]
January 25, 2026
New export figures from China have once again highlighted the volatility of the commodity markets this week. Headlines were also made by takeover plans from the […]
January 19, 2026
This article examines how structural changes in supply, access, and demand are shaping strategic metals markets as we enter 2026. Last week, we looked back at […]
January 18, 2026
China released the first batch of December export data this week, showing that rare earth exports reached a record high for the full year 2025 despite […]