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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
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
Discontinuation, replacement of germanium dioxide, in-whs China, $/kg price assessment
Fastmarkets has discontinued its MB-GER-0001 germanium dioxide, in-whs China, $ per kg price assessment after its last publication on Friday December 27.
December 30, 2024
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By Solomon Cefai
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
Demand for solar germanium expected to grow on increase in satellite launches | 2025 preview
Demand for germanium, which is a key material in space-based solar energy applications, is expected by market participants to see growth in the coming years, on the back of the increase in satellite launches and progress made in large-scale satellite internet constellation projects, sources told Fastmarkets.
December 4, 2024
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By Nico Zhang
Insights
Fastmarkets germanium dioxide, in-whs China, $/kg price to be discontinued from 2025
Fastmarkets wishes to remind subscribers that its price assessment for MB-GER-0001 germanium dioxide, in-whs China, $ per kg, will be discontinued at the end of this year. Fastmarkets will publish its last assessment of this market on December 27, 2024.
September 27, 2024
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By Solomon Cefai
Insights
Correction to germanium dioxide, in-whs China, $/kg on September 6
Fastmarkets has corrected its price assessment for MB-GER-0001 germanium dioxide, in-whs China, $ per kg, which was published incorrectly on Friday September 6.
September 6, 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
Clarification of germanium dioxide price assessments
Fastmarkets is clarifying recent changes to its germanium dioxide price assessments and the reintroduction of the assessment of the price for MB-GER-0001 germanium dioxide, in-whs China, $ per kg, following market feedback.
May 23, 2024
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By Solomon Cefai
Insights
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