The U.S. and Japan Accelerate the Race for Critical Raw Materials – TRADIUM Market Report Q1/2026

Key Focus Areas:

• Rare Earths & Technology Metals: Export restrictions and geopolitical frictions, particularly between China and Japan, are tightening supply. The report analyses how these developments are affecting availability, pricing, and international supply chains.
• Precious Metals in a Volatile Environment: Despite occasional corrections, market conditions remain favourable. Gold, silver, and platinum continue to benefit from geopolitical risks and macroeconomic uncertainty, while exhibiting price volatility. The report examines the evolving role of precious metals as hedging instruments and safe-haven assets in an increasingly uncertain global landscape.
• Politics as a Market Driver: Government interventions, strategic reserves, and international disputes are playing a growing role in shaping supply, demand, and pricing. The report summarises key policy decisions and their immediate implications for the raw materials market.

Insights into Opaque Markets
As always, the TRADIUM Q1/2026 Market Report offers insights into markets with limited transparency, providing practical analysis grounded in real-world experience. Reliable information is especially valuable in specialised raw material markets, where data is often inaccessible or complex to interpret.

The Report Includes:

• Clear analysis of the main market drivers and price trends
• Practical assessment of political measures and their market impact
• Well-founded insights from experienced raw material experts at TRADIUM

The Q1/2026 Market Report is available free of charge as a PDF. For regular updates, subscribe to the TRADIUM Newsletter or follow market developments on Rawmaterials.net.