Supply-chain Intelligence, Lanthanide Markets, Analysis, and Reporting for Industry Leaders
Critical mineral pricing, production statistics, market forecasts, and supply-demand dynamics
Three commodity markets, three different stress signals, one systemic conclusion: conventional price benchmarks built for a globalized world are breaking apart under the weight of supply concentration, export controls, and capital withdrawal. From copper smelters paying miners at -$126.80 per tonne to gallium trading at five times its Chinese domestic price in Rotterdam, the market infrastructure that underpins critical mineral investment decisions is fracturing in real time, with November 2026 policy deadlines amplifying every position.