OreTrade Insights
Market intelligence, regulatory analysis, and supply chain insights from the OreTrade team. Updated as markets move.
Iron ore has traded between $90 and $120 per tonne this year. What is driving the range, what the China steel picture looks like, and where the price goes from here.
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The CRMA sets binding 2030 targets for domestic extraction, processing and supply chain diversification. Most European industry is not currently close to meeting them. Here is what the law actually requires.
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How US tariff policy in 2025 reshaped global metals trade flows, drove copper premiums to historic highs, and accelerated the push for supply chain independence. What buyers need to understand.
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Lithium, cobalt, nickel, rare earths, graphite. The energy transition runs on a specific set of materials, and competition for them is intensifying. Where the race stands in 2026.
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China's Announcement 18 placed dysprosium, terbium, samarium and yttrium under export controls. Prices have doubled. Here is what happened and where to find alternative supply.
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The most severe rare earth supply shortage in a decade. What is driving it, why it is different from previous episodes, and which verified non-Chinese sources exist.
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