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Vasily Storozhuk Strategy, M&A, Finance | PhD | Metals & Mining August 17, 2026 Global earnings are strong, but the deeper story is a re-rating of scarce, powered and market-accessible aluminum capacity across the Gulf, North America, Europe, China and Asia. Core thesis. The most important change in aluminum is not simply that prices and earnings are strong. The unit of strategic value is shifting from a tonne of nominal capacity to a tonne of competitive capacity: powered, p

Over the past three decades, Indonesia has undergone a structural shift in its Metals and Mining sector that is difficult to ignore - and equally difficult to replicate. What used to be a typical resource-exporting economy has, over time, evolved into a more integrated Industrial Base across selected Metals. The country is now a central node in global supply chains - most visibly in Nickel, but increasingly across other parts of the Metals value chain. That said, the Indone

Palladium (Pd) is one of the smallest major industrial metals markets by value, yet one of the most structurally concentrated and policy-sensitive”: it sits on a disproportionately important fault line between automotive emissions regulation, precious-metals refining hubs, recycling economics, and geopolitics. This is also why Pd tends to be volatile: supply is concentrated (Russia and South Africa hold ca. 77% of the market), end-use is narrow, and Pt-for-Pd substitution dec

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/cm³, co

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...