Metals research desk · evidence before narrative
Follow the material. Check the assumptions.
Dated metals research on supply, demand, projects, and the claims between them.
Educational market research—not investment advice. Prices, balances, projects, policies, and scenarios change; check the date, source, and exact instrument before acting.
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Critical Minerals in 2026: How to Measure Supply Risk
A source-led guide to critical-mineral supply risk in 2026, including concentration, substitution, by-product dependence, trade controls, and project uncertainty.
Gold vs. Silver in 2026: Different Markets, Different Risks
A neutral comparison of gold and silver markets, demand, supply, volatility, product structure, and data limits without prescribing a portfolio allocation.
Copper in 2026: Demand Scenarios, Project Supply, and Data Limits
A source-led guide to copper in 2026 that replaces unsupported deficit claims with dated IEA scenarios, USGS data, and a project-level research method.
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