This Update answers several key questions on critical minerals and the economic implications. In short, there is no quick fix to securing access to minerals given the extent of China’s advantage across the value chain. And while volatile mineral prices may be an issue for politicians and strategically important industries, they won’t in isolation pose a problem for central bankers and their inflation mandates.
Note: we will be discussing the future of OPEC+, oil prices, and the Gulf in an online briefing on Wednesday 7th May at 1pm BST/8am EST. You can register here.
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