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European Space Agency explores lunar regolith as critical minerals alternative for solar panels
The European Space Agency’s sustainability chief revealed that research into using lunar regolith for solar panel production was accelerating as germanium shortages threatened traditional space power systems.
March 28, 2025
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By Julienne Raboca
Insights
War and uncertainty drive surging demand for defense-critical metals: Part 1
Three years of war have reshaped the critical metals markets. In the first of a two-part report, we look at how overlapping conflicts have reverberated through supply chains critical to defense and civilian industries.
February 26, 2025
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By Paul Lim, Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca, the Fastmarkets team
Insights
Solar power technology evolution triggers decline in gallium demand
The photovoltaic (PV) solar power industry is continuing to evolve, but demand for gallium as a doping element in silicon-based PV cells is gradually declining, market participants told Fastmarkets early in 2025.
February 7, 2025
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By Nico Zhang
Insights
Market resilience in face of Trump’s mineral policy
Critical minerals sector braces for policy upheaval under Trump while experts predict market fundamentals and Republican state interests will preserve industry momentum
January 31, 2025
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By Julienne Raboca
Insights
Trade turmoil and the future of critical minerals | 2025 preview
Trade tensions and critical minerals: 2025 outlook on disruptions, supply chain diversification, and local production strategies.
January 15, 2025
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By Jon Stibbs, Solomon Cefai, Sahil Shaw, Caroline Messecar, Julienne Raboca, the Fastmarkets team
Insights
China’s tighter gallium, germanium export controls: more of the same or a shift in approach?
China's tightened export controls on gallium and germanium formalize existing restrictions, heightening supply concerns amid ongoing geopolitical tensions.
December 17, 2024
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By Solomon Cefai
Insights
Markets largely adjusted to China’s germanium, gallium, graphite export controls one year on
After initial market turbulence when China introduced export controls on gallium, germanium and graphite last year, a new normal has settled into the international markets for these metals, market participants have told Fastmarkets
July 22, 2024
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By Sybil Pan, Solomon Cefai, Nico Zhang
Insights
CRMA benchmarks ‘not realistic’ without financing support: Mures Magnesium
The benchmarks set out by the European Union’s Critical Raw Materials Act (CRMA) are “not realistic” without a financial support mechanism, according to the director of a planned facility to reintroduce magnesium production to Europe
May 7, 2024
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By Solomon Cefai
Insights
China’s gallium export control continues to squeeze market, despite higher December exports
The international gallium market remains under pressure from the export control China introduced on the metal in August 2023, despite higher exports from China in December, Fastmarkets heard in the week to Monday February 5
February 6, 2024
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By Solomon Cefai, Nico Zhang
Insights
A make-or-break year for non-Chinese gallium market | 2024 preview
With China’s stringent implementation of its gallium export controls persisting through to the end of 2023 at least, 2024 looks set to become a make-or-break year for gallium market participants outside China
December 18, 2023
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By Solomon Cefai
Insights
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