Critical Minerals
-
Rare Earths: The US Treasury, Baotou and Crucible
The US Treasury’s G7+ finance meeting, Korea Zinc’s Crucible smelter in Tennessee, and China’s new Baotou rare earth price index are three pieces of the same story: Washington is starting to coordinate supply, demand and price for non Chinese rare earths, while Beijing consolidates its own benchmark
-
Codelco’s Record Premiums: When Copper Stops Behaving Like a Commodity
Codelco’s unprecedented 2026 copper premiums exceeding $500/t for U.S. buyers signal a structural shift: copper is becoming less a conventional commodity and more a strategic asset, quietly reshaping geopolitical dependencies.
-
Chile’s Lithium Inflection Point: From Cost Leader to System Checkpoint
Strategic brief on Chile’s lithium system: how a world-class resource became a high-cost jurisdiction, why governance and technology now shape competitiveness, and what this shift means for investors comparing Chile with Argentina, Australia and emerging producers.
-
Copper Premiums and Geopolitical Mining
Copper premiums are no longer a minor cost. They have become strategic signals, reflecting how geopolitical risk, ESG compliance, and supply chain resilience now shape the global copper market.