Author: Editorial Team

Rare earth elements—once obscure to most outside of mining and manufacturing circles—have become the fulcrum of 21st-century geopolitics. As of mid-2025, the U.S., China, and the EU find themselves entangled in a new kind of great-power rivalry, not over ideology or territory, but over dysprosium, neodymium, and terbium. At the center of this contest is…

Copper is often dubbed “Doctor Copper” for its uncanny ability to take the pulse of the global economy. It is a critical input in a swath of industries driving the 21st-century transition: electric vehicles (EVs), renewable energy grids, AI infrastructure, and defense technologies. An EV requires three to five times more copper than a comparable…

As the global economy accelerates toward a low-carbon future, critical minerals have emerged not merely as industrial inputs—but as levers of geopolitical power. From rare earth elements and lithium to cobalt, graphite, and gallium, these once-obscure materials are now central to both national security and economic diplomacy. They underpin the world’s clean energy infrastructure, from…

Europe’s commodity sector stands at the threshold of a new and complex era, shaped by a potent mix of geopolitical realignment, rising defense budgets, and shifting monetary policy. Defense spending across the continent is reaching levels not seen since the Cold War, while the European Central Bank (ECB) adopts a cautious easing path, balancing inflation…

The Future of Tariffs: A New Era of Trade Policy and Economic Strategy As the global economy navigates an increasingly protectionist landscape, tariffs have once again taken center stage in shaping trade flows, investment decisions, and market sentiment. The latest wave of tariff announcements—driven by the U.S. administration’s aggressive stance—has accelerated what many see as…

Introduction As we progress through 2025, the global landscape presents a series of challenges that significantly impact the commodity market. Ian Bremmer, president of Eurasia Group, has identified the top 10 global risks that demand our attention. Understanding these risks is crucial for stakeholders in the commodities sector to navigate the complexities of the current…