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Critical Minerals

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ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage
Apr 06, 2025

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

ES #130: The Strategic Case for Greenland
Mar 30, 2025

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

ES #129: The DRC & Outsourced Energy Security
Mar 23, 2025

ES #129: The DRC & Outsourced Energy Security

M23 rebels captured new territory in mineral-rich provinces in the Democratic Republic of Congo, the source of over 70% of global cobalt production and 10% of global copper supplies.

ES #128: Tripling Global Nuclear Generation by 2050
Mar 16, 2025

ES #128: Tripling Global Nuclear Generation by 2050

Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050

ES #125: The Strategic Relevance of Ukrainian Minerals
Feb 23, 2025

ES #125: The Strategic Relevance of Ukrainian Minerals

A closer look at Ukraine's energy and other mineral resources as the US proposes a mineral revenue-sharing agreement in a potential US-brokered deal to end the Russia-Ukraine war.

Award-winning macro and commodity market research for deeper insights in less time.

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Award-winning macro and commodity market research for deeper insights in less time.

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