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Published by Critical Minerals Journal
Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.
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Social inventory at 66,900 mt, more than 60% below a year ago, per SMM.
South Korean nickel sulphate shipments to China rose 117.9% in September, to 4,663 tonnes
Glencore cobalt down 52% in nine months: 13,700 t against 28,500 t a year earlier.
Jaguar: about 22,500 t/y of contained nickel, 100% contracted before a final investment decision.
One oxide now has two prices, and a US magnet plant's anchor buyer walked.
China's spot copper concentrate TC hit a record low of -$241.43/dmt.
GM was set to take 90% of a 2,000-tonne-a-year US magnet plant. It has cancelled.
The two biggest binding supply contracts we found this week went to commodity traders, and neither one says where the material will end up.
China kept its sulfuric acid at home too, and a smelter in the Congo is now selling acid for about US$900 a tonne.
Brazil, Ghana and Panama sat between a deal and a tonne this week. China asked for the tonnes.
At least US$800,000 a month in coltan taxation at Rubaya, against 2,500 tonnes of world tantalum mine supply.
US$4,719 per tonne of lithium carbonate over 42 years, against a US$24,000 price deck.
US$54 billion and about 5% of world copper supply wait on one regulator, and the ask is concentrate allocation.
From January 1st, a US defense buyer cannot take Chinese-mined magnet material anyway, so the January 10th decision lands on everyone else.
A shareholding is not a supply contract, and this week only one government appeared to notice.
A five-year copper spread died on a warrant, and Japan's terbium continues at zero.
Erbium, copper and lithium all repriced this week, and none of them repriced on supply.
A federal permission slip means little if a separate order can freeze the feedstock behind it.
The problem got a price tag, and the response an invoice
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Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed November 4, 2026.
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