Strategic Commodities

Strategic Commodities 2.0: Global Tin Supply & Demand

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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.

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.

Strategic Commodities 2.0: Global Helium Supply & Demand

cc Flickr Trevor Prentice, modified,

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.

Mining Firms Brace for Peru Election Result

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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?

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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.

Strategic Commodities 2.0: Global Lithium Demand

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New energy paradigms demand new strategic commodities. First in a new series, this article examines factors impacting lithium demand over the next decade.

Strategic Commodities 2.0: Global Uranium Supply & Demand

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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.

Greenland Election to Resonate in Global Rare Earth Supply

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A snap general election in Greenland could reverberate in Arctic geopolitics and rare earth mineral supply chains the world over.

DRC Dreams of Cobalt Monopoly

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The Democratic Republic of Congo produces most of the world’s cobalt, but has little power over global prices. Kinshasa is working to change that.

Strategic Commodities 2.0: Global Tantalum Supply & Demand

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Next in our series on strategic commodities we examine tantalum, a conflict mineral with complex geopolitical ramifications for East Africa and beyond.

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