As posturing goes, Russia’s threat to leave the Ukraine wheat deal was abnormally short-lived. What changed the Kremlin’s mind?

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.

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

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.

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

Aluminum prices have been spiking in the wake of the Guinea coup, with likely pricing consequences for electric vehicles down the road.

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.

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

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

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.