Investor Guide: Critical Minerals 2025 featuring Barry FitzGerald

Barry FitzGerald leads Stockhead’s deep dive into the critical minerals sector in this special guide.

Stockhead’s Investor Guide: Critical Minerals 2025 is out now.

The market has been engulfed in recent weeks and engrossed in the magnitude of the shift in global supply chains caused by a single action – US President Donald Trump’s commitment to raise tariffs on virtually all of the global economic powerhouse’s trading partners.

From one angle that’s bad for investing in commodities, if a slowdown in global trade leads to price cuts for products like steel, iron ore, copper and oil.

But the heightened tensions between the US and China have brought into view, clearer than daylight, the rising strategic significance of critical minerals.

Think rare earths, niobium, lithium, antinomy, graphite, gallium, germanium, tin and more.

Production and refinement of these metals rests in the hands of Xi Jinping’s China, and as the manufacturing heartland begins to weaponise its dominance and restrict exports, the deposits owned by companies operating outside the Middle Kingdom look all the more valuable.

That was brought into sharp focus when China initiated export controls on a host of metals at the heavy end of the rare earths spectrum.

Including samarium, scandium, yttrium, terbium, dysprosium, gadolinium and lutetium, reports from Reuters suggest shipments that now require sign-off by China’s Ministry of Commerce are already being held up.

That mirrors restrictions already placed on other niche commodities like gallium, used in semiconductors, germanium and antinomy, a critical component in artillery and solar panels.

What does this mean for investors?

Unique opportunities are emerging in companies brave enough to walk the path less trodden and make bold investments in commodities once obscure to Western markets.

Inside Stockhead’s exclusive Critical Minerals Investor Guide you’ll find 12 of them, each working on their own solutions to bring manufacturing of the essential products of the modern world back to the West.

Before that, dive deeper into the US-China trade war and its consequences for miners with legendary resources journalist Barry FitzGerald on page 4, digest the state of play in rare earths with Kristie Batten on page 6 and learn more about the threats to tin supply with Josh Chiat on page 5.

And it’s free. What are you waiting for? Check it out now.

Originally published as Investor Guide: Critical Minerals 2025 featuring Barry FitzGerald