Critical Minerals: Soaring Prices and the Future of Supply and Demand

In this week’s Seaspray Private financial insight, we analyse the price dynamics of the critical minerals sector. As the world economy becomes more reliant on these minerals for the development of industries such as AI and clean energy, many of these minerals have seen significant price increases over the past year, for various reasons including geopolitics and supply constraints. We also look at the outlook for global supply and demand of rare earth minerals, which are particularly important for developments in wind energy and other frontier industries.