China’s export controls are rewriting the rules for critical minerals.
The new minerals race is not just about mines. It is about licences, refining, processing, and access.
Read the article: https://t.co/4srcuYWcRX
Critical minerals have moved from industrial footnote to geopolitical front line and are now central to energy, defence, semiconductors and supply-chain security.
Read our latest educational article:
https://t.co/0LAzCkvtgx
After Q1’s sharp moves, which strategic metals matter most in Q2?
Our latest outlook looks at dysprosium, terbium, gallium, germanium, hafnium and rhenium, and why supply tension, policy risk and strategic demand still matter.
https://t.co/CoovG7mqRi
Strategic metals had a strong Q1 2026:
- Dysprosium +105%
- Terbium +103.1%
- Germanium +47.9%
Our new review explains what drove the move and what to watch in Q2:
https://t.co/c11FujT8GW
#StrategicMetals#RareEarths#CriticalMinerals
Policy is increasingly moving strategic metals markets before shortages fully appear.
Our latest article looks at why export controls, defence priorities, and supply-chain security now matter more than ever:
https://t.co/Hd6rGOCt3K
#StrategicMetals#CriticalMinerals#RareEarths
Tellurium plays a key role in cadmium telluride solar panels.
But supply is structurally constrained because it is produced mainly as a by-product of copper refining.
2026 outlook:
👉 https://t.co/S5V2FQ9ilz
#Tellurium#CriticalMinerals
Missiles and drones don’t run on headlines.
They run on metals.
Rare earths, gallium, germanium, rhenium, and hafnium quietly power modern defence systems.
When conflict escalates, supply chains become strategic.
Read more:
https://t.co/HeHpxcFBC4
Antimony is a small market.
But export controls, defence demand, and policy decisions are reshaping supply.
Availability is becoming a strategic variable.
2026 outlook:
👉 https://t.co/ZfGYSLKq8s
#Antimony#CriticalMinerals
Bismuth rarely makes headlines.
But production is highly concentrated, and export controls have tightened.
In 2026, availability may matter more than price.
Full analysis:
👉 https://t.co/1NaSF1tloT
#Bismuth#StrategicMetals
Critical raw materials are becoming instruments of strategy.
Governments are stockpiling. Access is tightening.
The rules changed.
Strategic Metals Outlook 2026:
https://t.co/Q53XV6xo5y
Strategic metals respond to different drivers, on different timelines.
Here’s why relevance shifts across the market over time 👇
https://t.co/feRmn39tcY
Industry and governments are now actively securing strategic metals.
What that means for supply, availability, and how this market really works in 2026 👇
https://t.co/MSg0vhef8K
Strategic metals aren’t exchange-traded — and that changes how prices behave.
Availability often moves before price.
Here’s why that matters 👇
https://t.co/OOjB5hwTc1
What’s already changed in strategic metals as we enter 2026? A look at how supply, access, and demand are reshaping the market.
https://t.co/Id3Byvl6Nh
Terbium is up 149% this year. Heavy rare earth markets are tightening fast, and we’ve just released a full market update on what to expect next:
https://t.co/BxqmuHrQM6
Neodymium is up 56% in 2025, and the reasons go far beyond EVs. Policy shifts, tight supply, and new tech demand are reshaping the market.
New outlook just dropped 👇
https://t.co/UjGxhzzmnw
Gallium is having a big year ... up 32.5% and counting.
From EV power systems to defense tech, demand is surging while supply remains firmly in China’s hands.
Full story here 👉 https://t.co/uiodiuvuor
With prices up 17.8% this year and new export controls tightening supply, this overlooked metal is gaining strategic importance.
Read our latest Indium Outlook 2026–2030 to see what’s driving demand in tech, solar, and AI:
https://t.co/YjfiPbl62g
Praseodymium is up nearly 50% in 2025. 🚀
Tight supply + rising demand from EVs & wind = strong outlook for 2026–2030.
Read our latest forecast 👉 https://t.co/KRCQ1kVR7S