The antimony repricing: How supply chain fragility became market reality
Alejandra Giraldo Gutiérrez Alejandra Giraldo Gutiérrez

The antimony repricing: How supply chain fragility became market reality

What appeared to be a supply shock was, in reality, a structural repricing. This piece explores how hidden constraints — from processing concentration to the disappearance of stockpiles — reshaped the antimony market and revealed a broader shift in critical minerals.

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Platinum Under Scarcity
Alejandra Giraldo Gutiérrez Alejandra Giraldo Gutiérrez

Platinum Under Scarcity

Platinum occupies a unique position among global commodities. Unlike most industrial metals, its supply is highly concentrated geographically, with the majority of global production originating in a single country. At the same time, platinum sits at the intersection of industrial demand and the precious metals complex, where shifts in investor preferences relative to gold can significantly influence price dynamics.

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