Eastern Congo Crisis and Rwanda’s ‘Red Line’
Recent developments in DRC and Rwanda suggest that a Third Congo War could be in the making.
Outlook 2023: Copper Markets
Copper markets are expected to remain relatively stable through 2023 as supply- and demand-side dynamics continue to cancel each other out.
Wheat Prices Dip as Russia Returns to Ukraine Deal
As posturing goes, Russia’s threat to leave the Ukraine wheat deal was abnormally short-lived. What changed the Kremlin’s mind?
US Vulnerable to Future Copper Supply Squeeze
The red metal has not garnered the type of political attention that other critical inputs like lithium and cobalt have, but that doesn’t mean that US copper supply chains are secure.
Critical Minerals: Global Lithium Supply
New energy paradigms demand new strategic commodities. This article examines factors impacting lithium supply over the next decade.
US Lithium Industry: Thacker Pass
The story of Thacker Pass – the future jewel in the crown of the US lithium industry – illustrates many of the challenges in shoring up US supply lines of critical inputs for green technology.
EV Battery Metals Rally into New Year
Will 2022 bring upply constraints to the fore of the electric vehicle industry?
Want a Tesla? The Guinea Coup Might Make It More Expensive
Aluminum prices have been spiking in the wake of the Guinea coup, with likely pricing consequences for electric vehicles down the road.
Is the Post-COVID Party Over for Iron Ore Prices?
2021 has been the best of times for iron ore prices, and before the year is out it could be the worst of times as well.
Nickel Prices Recover, Seek Out New Highs
Supply concerns seem to be trumping fears of technological disruptions, with an EV-driven demand boom looming on the horizon.