Strategic Commodities

Wheat Prices Dip as Russia Returns to Ukraine Deal

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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

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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.

Strategic Commodities 2.0: Global Lithium Supply

A vehicle in one of Chile's salt flats. cc Diego Delso, modified, https://commons.wikimedia.org/wiki/File:Salar_de_Pujsa,_Chile,_2016-02-08,_DD_01.JPG

New energy paradigms demand new strategic commodities. This article examines factors impacting lithium supply over the next decade.

US Lithium Industry: Thacker Pass

Silver Peak; the only active lithium mine in the United States; modified Coordenação-Geral de Observação da Terra/INPE, cc, https://commons.wikimedia.org/w/index.php?title=Special:Search&redirs=0&search=silver%20peak%20lithium&fulltext=Search&ns0=1&ns6=1&ns14=1&title=Special:Search&advanced=1&fulltext=Advanced%20search#/media/File:Silver_Peak,_Nevada,_USA.jpg

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

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Will 2022 bring upply constraints to the fore of the electric vehicle industry?

Want a Tesla? The Guinea Coup Might Make It More Expensive

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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?

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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

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Supply concerns seem to be trumping fears of technological disruptions, with an EV-driven demand boom looming on the horizon.

Guinea Coup: Geopolitical Repercussions Abound for Chinese Industry

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A military coup in one small West African country risks significant economic repercussions for China.

Strategic Commodities 2.0: Global Uranium Supply & Demand

cc Achilaos, wikicommons, modified, https://commons.wikimedia.org/w/index.php?title=Special:Search&limit=500&offset=0&ns0=1&ns6=1&ns14=1&search=nuclear+power+plant#/media/File:Leibstadt_AG_-_Nuclear_Power_Plant_-_02.jpg

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.

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