Geological Maps: Key to Securing Critical Minerals Supply Chains

As the US scrambles to secure supplies of critical minerals, only 25% of the country is sufficiently mapped for mining exploration—and geological mapping percentages for many emerging markets are much lower.  Poor or minimal geological maps across Africa, Latin America, and Central Asia pose a key obstacle to developing Western minerals supply chains.  Without accurate maps of mineral deposits, Western miners face …

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The competition for critical minerals is heating up

Metals have become strategic again. How can investors benefit? Commodity markets have entered an era in which metals and minerals are no longer simply economic inputs but critical strategic assets. The pricing and availability of raw materials is increasingly shaped by geopolitics and industrial policy, alongside macroeconomic forces. Recent global shocks, most notably the ongoing Middle Eastern conflict, have brought …

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UBS warns that palladium faces ‘structural oversupply’ as EV shift hits demand

Palladium prices are likely to come under renewed pressure this year as the market swings from more than a decade of shortages into oversupply, according to UBS. The bank said the precious metal, widely used in vehicle catalytic converters, was undersupplied in 2025 for the 14th consecutive year. However, analysts now expect the metal “will shift into a surplus this …

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