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.

Which 12 materials are most exposed to China’s 2026 export controls? Data-led ranking of risks, quotas and real supply options for industry.

Data-led briefing on the top 10 signals that a strategic materials crisis is brewing, from silver deficits to export controls and delivery premiums.

An in-depth briefing on the top 12 defense-critical systems most exposed to gallium and rare earths, with tonnage, bottlenecks and 2025 risk signals.

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

A ranked briefing on the top 15 policy and regulatory risks reshaping strategic materials supply chains in 2026, with scenarios and mitigation signals.

Deep dive into 10 high-profile strategic materials projects most at risk of delay, ranked by political risk and impact on critical supply chains.

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