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Earths",170.83,169.63,0.71,19.72,22.18,[427,428,430,433,436,439,442,445,448,451,453,456],{"date":419,"value":421},{"date":429,"value":422},"2026-08-20",{"date":431,"value":432},"2026-08-06",172.28,{"date":434,"value":435},"2026-07-23",173.94,{"date":437,"value":438},"2026-07-09",171.69,{"date":440,"value":441},"2026-06-25",168.55,{"date":443,"value":444},"2026-06-11",165,{"date":446,"value":447},"2026-05-28",163.89,{"date":449,"value":450},"2026-05-14",172.63,{"date":208,"value":452},175.6,{"date":454,"value":455},"2026-04-16",172.01,{"date":457,"value":458},"2026-04-02",165.47,"/rare-earths/prices",{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":461,"today":462,"last":463,"percentageChange":464,"yearToDate":465,"yearOnYear":466,"oneYearIndexTrend":467,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"NCM 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High-Nickel",144.45,149.67,-3.49,26.69,49.06,[498,499,500,502,504,506,508,510,512,514,516,518],{"date":188,"value":492},{"date":200,"value":493},{"date":202,"value":501},157.37,{"date":205,"value":503},160,{"date":208,"value":505},149.53,{"date":211,"value":507},141.97,{"date":214,"value":509},136.99,{"date":217,"value":511},129.81,{"date":220,"value":513},114.02,{"date":223,"value":515},109.17,{"date":226,"value":517},109.02,{"date":228,"value":519},99.44,{"publishedDate":188,"updateFrequency":189,"updateFrequencyText":190,"label":521,"today":522,"last":523,"percentageChange":524,"yearToDate":525,"yearOnYear":526,"oneYearIndexTrend":527,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"LFP",229.17,218.34,4.96,49.35,83.44,[528,529,530,532,534,536,538,540,542,544,546,548],{"date":188,"value":522},{"date":200,"value":523},{"date":202,"value":531},239.1,{"date":205,"value":533},258.32,{"date":208,"value":535},239.37,{"date":211,"value":537},213.01,{"date":214,"value":539},204.49,{"date":217,"value":541},218.06,{"date":220,"value":543},153.45,{"date":223,"value":545},134.02,{"date":226,"value":547},118.22,{"date":228,"value":549},111.93,{"id":551,"uuid":552,"name":553,"slug":554,"full_slug":555,"content":556,"relatedArticles":724,"relatedVideos":725},121617181011595,"5826d386-73ab-4f55-8a3b-8d774d8bbe03","Geo-Economic and Policy Briefing – July 2025","geo-economic-and-policy-briefing-july-2025","publications/briefings/geo-economic-and-policy-briefings/geo-economic-and-policy-briefing-july-2025",{"_uid":557,"date":558,"content":559,"excerpt":698,"_editable":699,"component":700,"categories":701,"visibility":714,"publication_frequency":715,"formattedDate":716,"formattedArticleDate":717,"folder":718},"0d1869ee-b0f1-408b-93c0-52c4aac96587","2025-08-01 00:00",{"type":560,"content":561},"doc",[562,569,576,585,590,595,607,615,620,635,642,647,655,660,668,673,678,683,688,693],{"type":563,"attrs":564,"content":565},"paragraph",{"textAlign":49},[566],{"text":567,"type":568},"This is your monthly geo-economic and policy briefing, part of your Benchmark Source subscription. Every month, this briefing examines the key geo-economic and policy trends shaping the mine-to-grid supply chains, from minerals to electric vehicles (EVs). ","text",{"type":570,"attrs":571,"content":573},"heading",{"level":572,"textAlign":49},3,[574],{"text":575,"type":568},"Key takeaways for July 2025 ",{"type":570,"attrs":577,"content":578},{"level":572,"textAlign":49},[579,581,583],{"text":580,"type":568},"1. ",{"text":582,"type":568},"What do the recent US trade deals mean for critical minerals, batteries and EVs",{"text":584,"type":568},"?",{"type":563,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":568},"The Trump Administration has hit some of its trading partners with new reciprocal tariffs, while agreeing upon a series of skeleton trade deals, including with the European Union (EU) and Japan. The new country-specific tariffs will apply to imported goods starting in 7 days. Additionally, goods loaded onto ships within the next 7 days have until early October to arrive. However, the 35% US tariff on Canadian goods will enter into force on August 1, but USMCA-compliant goods will still be exempt from the higher tariffs. Countries not mentioned in the list appear to face a baseline tariff of 10% and the tariff announcement does not seem to impact China and Mexico. Given that the Trump Administration is expected to unveil new trade deals, these tariff rates are subject to change and could be lowered. Notably, there is a 40% additional transhipment levy to address tariff circumvention. ",{"type":563,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":568},"Despite many remaining questions and a lack of details regarding the recent skeleton trade deals, here is an overview of the most relevant parts and consequences for critical minerals, batteries and EVs: ",{"type":596,"attrs":597},"blok",{"id":598,"body":599},"7043bf02-3e6f-4c3b-901a-519a4eb537f9",[600],{"id":601,"_uid":602,"type":603,"_editable":604,"component":605,"fixed_height":606,"use_fixed_height":50,"fixed_height_mobile":606,"fixed_height_tablet":606},"24490532","i-c3f52eec-2e7c-4a00-80b4-92fbb99f705e","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-c3f52eec-2e7c-4a00-80b4-92fbb99f705e\", \"id\": \"\"}-->","ContentFlourish","",{"type":596,"attrs":608},{"id":609,"body":610},"4060c5ec-66eb-4780-8678-81ca441fc932",[611],{"id":612,"_uid":613,"type":603,"_editable":614,"component":605,"fixed_height":606,"use_fixed_height":50,"fixed_height_mobile":606,"fixed_height_tablet":606},"24490440","i-6cb8f01f-29eb-4fcc-89ad-42730ad8c5f3","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-6cb8f01f-29eb-4fcc-89ad-42730ad8c5f3\", \"id\": \"\"}-->",{"type":563,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":568},"At the time of writing, the US also secured trade deals with Thailand and Cambodia, both of which will face a 19% US tariff, similar to Malaysia, which helped broker a recent ceasefire.  ",{"type":563,"attrs":621,"content":622},{"textAlign":49},[623,625,633],{"text":624,"type":568},"Finally, a 50% US tariff on imports of semi-finished copper goods, including rods, plates, sheets, strips, and foil, entered into force on August 1. However, copper ore, concentrates, mattes, cathodes, and copper scrap are not subject to any tariffs, a ",{"text":626,"type":568,"marks":627},"move that shocked the market and ran counter to broader expectations",[628],{"type":629,"attrs":630},"link",{"href":631,"uuid":49,"anchor":49,"target":49,"linktype":632},"https://source.benchmarkminerals.com/article/us-copper-prices-collapse-after-tariff-exclusion-for-cathode-imports","url",{"text":634,"type":568},", with US copper prices dropping more than 20% following the White House announcement. As a result of the initiated Section 232 investigation into copper imports, large quantities of copper cathode were diverted to US warehouses to front-load supply ahead of the anticipated tariff, meaning US copper inventories are currently at elevated levels. US President Trump also authorised the Secretary of Commerce to take steps under the Defence Production Act (DPA) to support the domestic copper industry, including requiring 25% of high-quality US-produced copper scrap and 25% of US-produced copper input materials to be sold domestically. ",{"type":570,"attrs":636,"content":638},{"level":637,"textAlign":49},4,[639,641],{"text":640,"type":568},"How effective have US tariffs been",{"text":584,"type":568},{"type":563,"attrs":643,"content":644},{"textAlign":49},[645],{"text":646,"type":568},"Benchmark analysis of US customs data reveals that more than $67.8 billion of additional tariff revenue was collected in the first 6 months of this year. This considers tariffs that were not in place when Trump took office (excluding Section 232 steel and aluminium tariffs). The largest sources of this new tariff revenue have been the China and Mexico IEEPA tariffs, testament to the amount of trade between these two countries, as well as the Section 232 tariffs on autos and auto parts underpinning the US’ dependence on imports in this sector. For tariffs that predate his presidency, the revenue from Section 232 steel and aluminium tariffs in the first six months of 2025 is already nearly three times the total collected in all of 2024, reflecting the significant tariff hikes imposed by the Trump administration on these goods. As more tariffs come into play, US customs revenues will continue to increase.  ",{"type":596,"attrs":648},{"id":649,"body":650},"5e8ca9a8-7b2d-499f-96aa-9fac0a5f93e8",[651],{"id":652,"_uid":653,"type":603,"_editable":654,"component":605,"fixed_height":606,"use_fixed_height":50,"fixed_height_mobile":606,"fixed_height_tablet":606},"24476184","i-e2da71e8-58c1-4f20-98ad-fdf3ad89f566","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-e2da71e8-58c1-4f20-98ad-fdf3ad89f566\", \"id\": \"\"}-->",{"type":570,"attrs":656,"content":657},{"level":572,"textAlign":49},[658],{"text":659,"type":568},"2. Monthly round-up of the remaining key geopolitical and policy updates",{"type":596,"attrs":661},{"id":662,"body":663},"2781e20b-a24a-4975-8eb0-ff41a4bee9a0",[664],{"id":665,"_uid":666,"type":603,"_editable":667,"component":605,"fixed_height":606,"use_fixed_height":50,"fixed_height_mobile":606,"fixed_height_tablet":606},"24474456","i-062ea4c0-b752-4a1e-aa3b-34420c99c9da","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-062ea4c0-b752-4a1e-aa3b-34420c99c9da\", \"id\": \"\"}-->",{"type":570,"attrs":669,"content":670},{"level":572,"textAlign":49},[671],{"text":672,"type":568},"3. Key Macro-economic Indicators",{"type":563,"attrs":674,"content":675},{"textAlign":49},[676],{"text":677,"type":568},"It has been four months since the Trump Administration unveiled its liberation day tariffs, marking the largest shakeup to global trade in over 100 years. Markets fell the world over, and recession predictions were rife amongst economists. Looking at how regions have responded, all but China kept level heads, refusing to implement extreme tariffs of their own, and subsequently, the US has signed a number of trade deals. The effect of tariffs has not been as bad as some had predicted; stock markets in both the US and Europe are trading at all-time highs, and inflation has remained stable.  ",{"type":563,"attrs":679,"content":680},{"textAlign":49},[681],{"text":682,"type":568},"However, there is an anticipated lag in the inflationary impact of US tariffs, as additional tariffs are implemented, inflation is expected toward the end of the year and into 2026.  ",{"type":563,"attrs":684,"content":685},{"textAlign":49},[686],{"text":687,"type":568},"Looking at currency markets, many economists pointed towards a strengthening dollar with tariffs, but the opposite has happened as investors have fled the US over administration policy uncertainty.  Further downward pressure is expected on the US dollar as growth forecast expectations also lag behind other countries in the region. As a result, any hopes for Fed rate cuts in the near future appear increasingly unlikely. ",{"type":563,"attrs":689,"content":690},{"textAlign":49},[691],{"text":692,"type":568},"China is experiencing record-high investment inflows from Hong Kong, as investors find limited attractive options within China itself, low interest rates, and minimal returns on bond markets make domestic investments less appealing. This has been reflected on the Hong Kong IPO market, which has seen an influx of Chinese players, especially EV and battery players, looking for secondary listings. Meanwhile, China’s demand remains weak, with high inventory levels indicating that goods are not being absorbed by domestic consumers. This subdued demand is contributing to sluggish inflation and other persistent deflationary pressures, an issue felt particularly by the EV industry.  ",{"type":563,"attrs":694,"content":695},{"textAlign":49},[696],{"text":697,"type":568},"The US tariffs have forced China to look elsewhere to export its goods, subsequently, trade with the US has dropped in recent months while trade to Africa, other Asian countries and Europe has picked up.  ","This is your monthly geo-economic and policy briefing, part of your Benchmark Source subscription. Every month, this briefing examines the key geo-economic and policy trends shaping the mine-to-grid supply chains, from minerals to electric vehicles (EVs). Key takeaways for July 2025 1. What do the recent US trade deals mean for critical minerals, batteries and […]","\u003C!--#storyblok#{\"name\": \"briefing\", \"space\": \"\", \"uid\": \"0d1869ee-b0f1-408b-93c0-52c4aac96587\", \"id\": \"\"}-->","briefing",[702,705,708,711],{"slug":703,"name":704},"batteries","Batteries",{"slug":706,"name":707},"critical-minerals","Critical Minerals",{"slug":709,"name":710},"geopolitics","Geopolitics",{"slug":712,"name":713},"sustainability","Sustainability","private","monthly","Aug 01, 2025","1st August 2025",{"slug":719,"title":720,"cardImage":721,"description":722,"frequency":723},"geo-economic-and-policy-briefings","Geo Economic And Policy Briefings","https://a.storyblok.com/f/287943243085208/x/c23333c1e3/geo-economic-policy-hero.avif","This Briefing unpacks the month's key policies impacting global and regional energy transition supply chains.","Monthly",[],[],1789982634007]