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The changing dynamics in global metal markets: How the energy transition and geo-fragmentation may disrupt commodity prices

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Organisation for Economic Co-operation and Development2026-04-11 收录
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https://www.oecd.org/en/publications/the-changing-dynamics-in-global-metal-markets_b0182773-en.html
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The energy transition and the rise in trade restrictions driven by geo-fragmentation present significant risks to critical mineral markets. This paper examines a subset of essential transition-critical minerals—aluminium, cobalt, copper, lithium and nickel—to assess how these markets may be impacted by shifting global economic dynamics. Through a...
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