Market Opinion
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Examining the Pricing Challenges of Rare Earths in China’s Market from a Global Perspective
Ten years ago during the last rare earths supply “crisis,” Mr. Yi Gang, then Vice Governor of the People’s Bank…
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The Second Fuel Crisis and the Potential Doom of the Domestic Automotive Industry
Economic illiteracy in general and a complete lack of understanding, in particular, of the economics of what the…
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Mixed Signals for the Lithium Market as China Spot Prices Decline but M&A Paints a Bullish Picture
So far in 2023, the lithium sector is a mix of good news and bad news. The bad…
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Is China’s ‘reported’ potential ban of rare earth magnet technology a paper tiger?
On April 6 Nikkei Asia reported: “China weighs export ban for rare-earth magnet tech. Beijing looks to strike…
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Unpacking OPEC’s Latest Oil Production Cut: Is China Pulling the Strings?
In a surprise move, OPEC+ decided on the weekend to cut its oil output by around 1.16 million…
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5 Space Stocks to Watch Despite Virgin Orbit’s Crash Back to Earth
Space stocks have seen ‘falling orbits’ over the past year with eResearch’s equal-weighted space index down over 34%.…
