Guinea Coup: Geopolitical Repercussions Abound for Chinese Industry
A military coup in one small West African country risks significant economic repercussions for China.
Critical Minerals: Global Uranium Supply & Demand
Next in our series on strategic commodities we examine uranium, a key input in nuclear power generation that was included on the US Interior Department’s list of critical minerals.
Copper Prices Whipsaw on China’s COVID-19 Struggle
Copper prices have fallen over 15% from May highs, but the dip may prove to be short-lived.
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.