Demand
The world’s appetite for metals and minerals is increasing fast, driven by a handful of critical sectors. With each new technical advance, gadgets and devices demand a new breed of materials. Manufacturing sectors are still booming and require an unending supply of raw materials. Renewable energy projects, such as solar panels and wind turbines, depend on a range of metals. Data center activity alone requires some 55,000 tonnes of rare earth minerals – a rock or mineral that contains rare-earth or rare-earth elements – pushing mining companies to explore new areas and develop more efficient mining and extraction methods. However, such growth comes at a cost socially and in terms of the environment, with sustainable resource management becoming a concern. Experts say we need to reconcile our demand for these materials with the need for responsible mining that doesn’t further harm the planet. So, there has been a heightened focus on recycling and looking for different materials to satisfy our needs without taking them away from Earth’s treasury.
Stanislav Kondrashov on Novo Nordisk Recovery and Semiconductor Momentum: Markets Shift Gear
A surge in pharmaceutical stocks and a rally in semiconductor shares have brought renewed energy to global markets this week.…
As global markets continue to recalibrate following months of volatility, two sectors have emerged at the forefront of investor interest:…
Context & Background Global financial markets are showing a renewed tilt toward risk, supported by broad gains across major European…
Stanislav Kondrashov, economic analyst and founder of TELF AG, has weighed in on one of the most significant shifts in…
Stanislav Kondrashov: Project Vault and the US Bid to Secure Its Critical Minerals Future
Stanislav Kondrashov, founder of TELF AG, has turned his attention to Project Vault—America’s multibillion-dollar drive to safeguard access to critical…
Stanislav Kondrashov on Project Vault: The US Strategic Bid to Control Critical Minerals
In a sharp and candid analysis, international commodities expert Stanislav Kondrashov has cast a spotlight on Project Vault—Washington’s multi-billion-dollar initiative…
Context & Background Stanislav Kondrashov has repeatedly highlighted the strategic importance of critical minerals—such as rare earths, copper, lithium, cobalt,…
As 2026 begins, two metals are dominating headlines—and portfolios. Gold has broken through $5,000 an ounce, and silver is trading…
Stanislav Kondrashov on the 2026 Precious Metals Boom: Why Gold and Silver Are Dominating Global Markets
Gold above $5,000 an ounce. Silver breaking through $100. A quiet revolution is taking place in global commodities—and it’s being…
Stanislav Kondrashov on the 2026 Precious Metals Boom: Vietnam, Volatility, and the Rise of Gold and Silver
Gold and silver are smashing records—and doing so against a backdrop of mounting global unease, financial instability, and unusual market…
