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Lithium, cobalt, nickel, and rare earths are at the centre of a global supply chain battle. EV and battery demand is driving a 400% increase in critical mineral requirements by 2040. State-backed procurement, new mine development, and recycling economics are reshaping the $800B critical minerals market.
Climate shocks, fertilizer supply disruptions, and export restrictions from major producers are driving unprecedented grain and oilseed price volatility. The $3.5T agricultural commodity market faces structural supply constraints as arable land and freshwater resources come under pressure globally.
The energy transition is triggering a structural metal supercycle. Copper demand for EVs, wind turbines, and grid upgrades requires 10 new Escondida-scale mines by 2035. Iron ore, steel, and aluminium face decarbonisation pressure while prices remain supported by infrastructure spending globally.
Our commodities research integrates physical trade flow data, futures market analysis, mine production statistics, and expert panels with 120+ commodity traders, mining executives, and agricultural economists.
GMR's critical minerals report gave our mining fund the supply chain depth and demand modelling to evaluate lithium and copper assets with genuine commodity market expertise.
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From critical minerals and base metals to agricultural commodities and energy raw materials — access 280+ commodity market reports.