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Executive Perspective In  2025 , Metals and Mining M&A activity in the  USA  was shaped less by traditional commodity-cycle consolidation and more by  industrial policy, supply-chain security, and strategic control over key assets . Deal flow remained selective, but the transactions that advanced or closed in 2025 were notable for their  scale, political visibility, and long-term strategic implications . Rather than a broad wave of corporate takeovers, U.S. dealmaking in 2025

Over the past several years, the global aluminum industry has been undergoing a gradual but fundamental transformation. What was historically a market characterized by cyclical demand, periodic oversupply over extended periods, and rapid supply responses (primarily from China) is increasingly shaped by electrification, energy availability, environmental regulation, and regional trade policies. Looking toward 2030, aluminum is evolving from a predominantly commoditized indust

Vasily Storozhuk Strategy, M&A, Finance | PhD | Metals & Mining November 28, 2025 In November 2025, the United States took a consequential step toward reshaping its mineral security framework. The U.S. Geological Survey (USGS) released the updated 2025 Critical Minerals List, significantly broadening the range of commodities considered essential for the country’s economic and national-security interests (adding 10 new critical minerals and forming 60 critical minerals, includ

Vasily Storozhuk Strategy, M&A, Finance | PhD | Metals & Mining November 14, 2025 Tungsten is a small market in dollar terms (just around $5B), but a critical backbone for  defense, aerospace, tooling, mining, electronics and energy . It also happens to be one of the  most China-centric commodity chains in the world . 1/ Tungsten’s role today and demand for tungsten to 2030–2050. Tungsten combines  highest melting point of any metal  (~3,420°C),  very high density  (~19.3 g

The mining industry is a cornerstone of many economies around the world. It provides essential materials for construction, technology,...

In today's world, the demand for clean energy is skyrocketing. As we shift towards electric vehicles and renewable energy sources, the...

The metals and mining industry is undergoing significant changes. Mergers and acquisitions (M&A) are becoming more common as companies...