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Critical Minerals: Global Tellurium Supply and Demand

Critical Minerals: Global Tellurium Supply and Demand

Tellurium represents a critical minerals paradox. On one hand, it accounts for a relatively small global market and tends to be understated in quantitative risk modeling. On the other, it remains a critical input in solar and defense supply chains and is subject to export restrictions from China, which remains the dominant force in global tellurium production.

Critical Minerals: Global Gallium Supply & Demand

Critical Minerals: Global Gallium Supply & Demand

Gallium is a soft, silvery metal used in semiconductor production, and with China producing 99% of the world’s supply – it has become one of the most geopolitically contested commodities of the decade. This article examines gallium supply and demand dynamics, as well as recent progress toward self-sufficiency in Western supply chains.

The Trump-Xi Summit Just Made Canada Indispensable

The Trump-Xi Summit Just Made Canada Indispensable

The South Korea summit wasn’t just about Trump and Xi. It was about the world they’re creating and Canada’s unprecedented opportunity to shape it by being at the table with the United States, not on the menu.

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