Market Forecast

China’s suspension of export controls on gallium, germanium, antimony, and superhard materials expires on November 27, 2026. Buyers need a plan before then.

Lithium oversupply is resetting the market into 2026. The winners are low-cost, integrated supply chains that can survive weaker prices.

Gallium and rare earths sit deep inside 12 top US defense systems, from the F-35 to Aegis destroyers. Here is where the supply risk bites hardest first.

Q2 2026 critical minerals early‑warning map: key hotspots by material, country & sector, plus scenarios, actions, and signals for operators & strategists.

An executive brief on the minerals financing pivot: FORGE, EXIM, DFC, EIB, price floors and what they mean for critical minerals supply chains.