US electric vehicle market amid trade and policy uncertainty
Both the Biden and Trump administrations have aimed to reduce US reliance on Chinese-made vehicles, but their strategies diverge significantly…
Analyst Comment
The art of the deal: critical minerals edition
Global manganese production estimated to have declined in 2024 amid disruptions
Global lithium production to rise by 14.5% CAGR through 2030
China currently controls over 69% of global rare earth production
Global cobalt supply to surpass 300kt mark in 2024, driven by production from the DRC and Indonesia
Global nickel supply to fall by 7.4% in 2024, linked to declining prices and operational disruptions
Brazil’s iron ore production to expand at 3.8% CAGR through 2030
