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Expert briefing
Publication date: 11 October 2023
Expert Briefings Powered by Oxford Analytica

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…

Details

DOI: 10.1108/OXAN-DB282580

ISSN: 2633-304X

Keywords

Geographic
International
Topical
economy
border conflict
foreign investment
foreign trade
infrastructure
metals
natural resources
nuclear energy
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Expert briefing
Publication date: 16 August 2023
Expert Briefings Powered by Oxford Analytica

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…

Details

DOI: 10.1108/OXAN-DB281263

ISSN: 2633-304X

Keywords

Geographic
International
Topical
economy
border conflict
foreign investment
foreign trade
infrastructure
metals
natural resources
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Expert briefing
Publication date: 27 June 2023
Expert Briefings Powered by Oxford Analytica

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…

Details

DOI: 10.1108/OXAN-DB280101

ISSN: 2633-304X

Keywords

Geographic
International
Topical
economy
border conflict
foreign investment
foreign trade
infrastructure
metals
natural resources
renewable energy
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Expert briefing
Publication date: 6 January 2023
Expert Briefings Powered by Oxford Analytica

The trade bans have not thus far affected production of commodities critical to the manufacturing process, such as high-purity quartz (HPQ). Development and mining of this mineral…

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Expert briefing
Publication date: 31 March 2023
Expert Briefings Powered by Oxford Analytica

The bill focuses on sourcing, extraction, processing and recycling of materials necessary for the production of solar panels, electric vehicles, heat pumps, wind farms…

Details

DOI: 10.1108/OXAN-DB278056

ISSN: 2633-304X

Keywords

Geographic
International
EU
Topical
economy
border conflict
energy
foreign investment
foreign trade
metals
renewable energy
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Expert briefing
Publication date: 8 June 2022
Expert Briefings Powered by Oxford Analytica

Inflation will weaken disposable income, but pent-up demand will remain strong, pushing prices and profits to record levels. Meanwhile, auto makers will continue to invest heavily…

Details

DOI: 10.1108/OXAN-DB270672

ISSN: 2633-304X

Keywords

Geographic
International
Topical
economy
automobile
electricity
electronics
transport
border conflict
energy
foreign investment
foreign trade
metals
prices
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Expert briefing
Publication date: 10 March 2016
Expert Briefings Powered by Oxford Analytica

Possible supply disruptions for sensitive commodities.
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Expert briefing
Publication date: 4 May 2022
Expert Briefings Powered by Oxford Analytica

Russia is responsible for 40% of newly mined supply and concerns about the physical availability of palladium sponge -- the powdered form of the metal used by industry -- are…

Details

DOI: 10.1108/OXAN-DB269952

ISSN: 2633-304X

Keywords

Geographic
International
Topical
economy
industry
automobile
metals
border conflict
foreign investment
foreign trade
infrastructure

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