Knowledge, Tools, Trends, and More on Sector Investing and Markets

Month May 2026

The Critical Minerals Battleground: How China’s Rare Earth Controls Are Reshaping Global Supply Chains

Introduction In April 2026, China’s Ministry of Commerce announced sweeping new export controls on seven of seventeen rare earth elements – samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium – along with related magnets and processing technologies. The controls require… Continue Reading →

The April 2026 Tariff Shock: What Trump’s New Metals and Pharma Tariffs Mean for Investors

Introduction On April 2, 2026 – exactly one year after “Liberation Day” tariffs – President Trump signed two presidential proclamations that significantly reshape the tariff landscape for US imports. The first overhauls Section 232 tariffs on steel, aluminium, and copper,… Continue Reading →

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