On 9-10 October 2025, in response to what it saw as trade provocation from the US, China broadened its rare-earth export controls, expanding restrictions on a number of materials and technologies. The US response was immediate and, by mid-October, the…
Read the full white paper (PDF): A Modern SPR for the Lithium Age Stabilizing Price Volatility from China-Dominated Oversupply A U.S. Strategic Lithium Reserve—modeled on the Strategic Petroleum Reserve—can stabilize extreme lithium price volatility, counter China’s dominance of chemical conversion,…
It’s been an exciting two weeks in the lithium market, with the second price spike this year and a number of brokers seeming to start to catch up with the huge growth in ESS installations and to adjust their demand…
If you’re not in silver, why not? First up I should say that for most of my career, I’ve been wary about investing in precious metals. I’ve always preferred materials where I could forecast demand and that hasn’t been precious…
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry, but…
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative doesn’t just impact the solar industry, but…
In Part 1 of this Series I explained why I think current solar installation forecasts from big groups like IEA and BNEF are overly conservative. I flagged how these forecasts being overly conservative don’t just impact the solar industry but…
It’s a big bugbear for me that renewables analysts are so conservative on their forecasts for solar installations. I mean how can you allow yourself to make the same mistake for nearly five years in a row? For full disclosure…
The past few months have seen some quiet changes to the way that China is doing business in critical raw materials, particularly within China itself. In June an amendment to China’s unfair-competition framework came in, aimed at curbing price wars,…