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Demand for uranium will continue to outpace supply

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INTERNATIONAL

Two trends are driving the price rise: the planned increase in global nuclear capacity, led by China; and Western states' efforts to reduce their dependence on Russia, which…

Cobalt constraints could check electric vehicle growth

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INTERNATIONAL

Demand for battery components.

China’s dual circulation goals alter commodity markets

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INT

The country relies heavily on imports of natural resources and technology. China’s trade surpluses are less pronounced with the major commodity producers. Growing geopolitical…

Weak rare earth prices at odds with market prospects

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INTERNATIONAL

Investor sentiment has been dented by China’s large production quotas and the threat of substitution in magnet making. However, price-supporting production cuts are possible…

Supply will not match demand for high-purity phosphate

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INTERNATIONAL

Prices stayed in the USD100-200 per tonne range in the 2010s, before rising due to China’s imposition of export tariffs, Moscow’s export ban and Russia’s invasion of Ukraine. The…