Critical Minerals: Global Tin Supply & Demand
Green technologies are expected to create a surge in global tin demand, but Western companies may encounter supply challenges amid the outsize market weight of Asian producers.
Strategic Commodities 2.0: Global Helium Supply & Demand
Next in our series on strategic commodities we examine helium, a rare instance of a key high-tech input that remains dominated on the supply side by the United States.
Supply Pinch Sustains Record Iron Prices
Moves by Beijing to cool iron prices can only go so far against a backdrop of lingering supply shortfalls.
Mining Firms Brace for Peru Election Result
Voters in Peru face an existential decision this weekend, one that many never asked for in the first place.
China-Australia Iron Trade Booms, But for How Long?
The iron trade has afforded Australia much-needed leverage in its ongoing trade spat with China. But a recent push by Beijing to diversify its supply suggests that this leverage won’t last forever.
Critical Minerals: Global Lithium Demand
New energy paradigms demand new strategic commodities. First in a new series, this article examines factors impacting lithium demand over the next decade.
Greenland Election to Resonate in Global Rare Earth Supply
A snap general election in Greenland could reverberate in Arctic geopolitics and rare earth mineral supply chains the world over.
DRC Dreams of Cobalt Monopoly
The Democratic Republic of Congo produces most of the world’s cobalt, but has little power over global prices. Kinshasa is working to change that.
Critical Minerals: Global Tantalum Supply & Demand
Next in our series on strategic commodities we examine tantalum, a conflict mineral with complex geopolitical ramifications for East Africa and beyond.
Critical Minerals: Nickel Supply and Demand
Next in our series on strategic commodities we examine nickel, a lithium-ion battery input that many hope will one day supplant cobalt. But these plans could be upended by a supply squeeze looming on the horizon.