CRITICAL MATERIALS

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    From cattle to copper to corn to crude oil, the global commodity arena has for decades featured a formidable lineup of heavy-hitters. More recently, amid rapid growth in electric vehicles (EVs), a few newer names are muscling into the market…

    A little-known metalloid is attracting outsized attention from investors and policymakers alike. Antimony, a silvery element used in everything from flame retardants to ammunition and semiconductors, is increasingly being viewed as a strategic mineral, one whose supply chain vulnerabilities may…

    Introduction: The Essential Role of Neodymium in Modern Life Neodymium (Nd), a critical rare-earth element, is an indispensable component in the development of high-strength magnets used in wind turbines, electric vehicles, and advanced defense technologies. Yet, as neodymium mining pushes deeper to meet the…

    Overview: Why Lead Times Matter for 2026 The world’s increasing demand for copper and silver is reshaping mining, agriculture, forestry, and infrastructure sectors. As we look ahead to 2026, lead times for new primary silver mines and the lead time for new copper mines are…