Argentina, Chile, Bolivia, and Brazil are exploring the idea of forming an OPEC-like cartel for the lithium industry, but there are geopolitical and domestic roadblocks involved that won’t easily be overcome.

Recent developments in DRC and Rwanda suggest that a Third Congo War could be in the making.

Copper markets are expected to remain relatively stable through 2023 as supply- and demand-side dynamics continue to cancel each other out.

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.