[{"data":1,"prerenderedAt":768},["ShallowReactive",2],{"ticker-data":3,"story-publications/briefings/geo-economic-and-policy-briefings/geo-economic-and-policy-briefing-june-2025":550},[4,52,82,112,148,186,229,261,297,336,378,419,460,490,520],{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":8,"today":9,"last":10,"percentageChange":11,"yearToDate":12,"yearOnYear":13,"oneYearIndexTrend":14,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-14","2wk","Updated every 2 weeks","Lithium",317.07,322.34,-1.64,35.66,90.62,[15,16,18,21,24,27,30,33,36,39,42,45],{"date":5,"value":9},{"date":17,"value":10},"2026-09-30",{"date":19,"value":20},"2026-09-16",354.99,{"date":22,"value":23},"2026-09-02",385.07,{"date":25,"value":26},"2026-08-19",372.67,{"date":28,"value":29},"2026-08-05",367.54,{"date":31,"value":32},"2026-07-22",388.26,{"date":34,"value":35},"2026-07-08",399.4,{"date":37,"value":38},"2026-06-24",410.62,{"date":40,"value":41},"2026-06-10",427.77,{"date":43,"value":44},"2026-05-27",449.85,{"date":46,"value":47},"2026-05-13",451.12,"/lithium/prices",null,false,true,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":53,"today":54,"last":55,"percentageChange":56,"yearToDate":57,"yearOnYear":58,"oneYearIndexTrend":59,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Carbonate",256.83,278.71,-7.85,1.12,46.89,[60,61,62,64,66,68,70,72,74,76,78,80],{"date":5,"value":54},{"date":17,"value":55},{"date":19,"value":63},300.39,{"date":22,"value":65},306.07,{"date":25,"value":67},297.22,{"date":28,"value":69},296.63,{"date":31,"value":71},309.38,{"date":34,"value":73},317.2,{"date":37,"value":75},330.54,{"date":40,"value":77},346.5,{"date":43,"value":79},358.35,{"date":46,"value":81},350.28,{"publishedDate":5,"updateFrequency":6,"updateFrequencyText":7,"label":83,"today":84,"last":85,"percentageChange":86,"yearToDate":87,"yearOnYear":88,"oneYearIndexTrend":89,"url":48,"subscription":49,"isProtected":50,"hasAccess":51},"Lithium Hydroxide",292.05,311.1,-6.12,43.7,92,[90,91,92,94,96,98,100,102,104,106,108,110],{"date":5,"value":84},{"date":17,"value":85},{"date":19,"value":93},339.85,{"date":22,"value":95},352.45,{"date":25,"value":97},341.12,{"date":28,"value":99},337.87,{"date":31,"value":101},354.36,{"date":34,"value":103},364.06,{"date":37,"value":105},376.67,{"date":40,"value":107},393.29,{"date":43,"value":109},411.01,{"date":46,"value":111},408.51,{"publishedDate":5,"updateFrequency":113,"updateFrequencyText":114,"label":115,"today":116,"last":117,"percentageChange":118,"yearToDate":119,"yearOnYear":120,"oneYearIndexTrend":121,"url":147,"subscription":49,"isProtected":50,"hasAccess":51},"1wk","Updated every week","Cobalt",171.41,173.83,-1.39,-27.13,-1.06,[122,123,125,126,129,131,133,136,138,141,142,145],{"date":5,"value":116},{"date":124,"value":117},"2026-10-07",{"date":17,"value":117},{"date":127,"value":128},"2026-09-23",175.44,{"date":19,"value":130},178.66,{"date":22,"value":132},189.92,{"date":134,"value":135},"2026-08-26",192.6,{"date":25,"value":137},199.83,{"date":139,"value":140},"2026-08-12",217.25,{"date":28,"value":140},{"date":143,"value":144},"2026-07-29",221.25,{"date":31,"value":146},224.44,"/cobalt/prices",{"publishedDate":149,"updateFrequency":6,"updateFrequencyText":7,"label":150,"today":151,"last":152,"percentageChange":153,"yearToDate":154,"yearOnYear":155,"oneYearIndexTrend":156,"url":185,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-21","Nickel",107.13,114.04,-6.06,-11.27,-0.65,[157,158,159,161,164,166,168,170,173,176,179,182],{"date":149,"value":151},{"date":124,"value":152},{"date":127,"value":160},116.1,{"date":162,"value":163},"2026-09-09",119.13,{"date":134,"value":165},119.61,{"date":139,"value":167},121.04,{"date":143,"value":169},121.19,{"date":171,"value":172},"2026-07-15",122.66,{"date":174,"value":175},"2026-07-01",125.61,{"date":177,"value":178},"2026-06-17",131.5,{"date":180,"value":181},"2026-06-03",134.65,{"date":183,"value":184},"2026-05-20",135.83,"/nickel/prices",{"publishedDate":17,"updateFrequency":187,"updateFrequencyText":188,"label":189,"today":190,"last":191,"percentageChange":192,"yearToDate":193,"yearOnYear":194,"oneYearIndexTrend":195,"url":228,"subscription":49,"isProtected":50,"hasAccess":51},"1mo","Updated every month","Natural Graphite",78.45,80.18,-2.16,-3.84,-4.03,[196,197,199,202,205,208,211,214,217,220,223,226],{"date":17,"value":190},{"date":198,"value":191},"2026-08-28",{"date":200,"value":201},"2026-07-31",80.66,{"date":203,"value":204},"2026-06-30",82.87,{"date":206,"value":207},"2026-05-29",82.99,{"date":209,"value":210},"2026-04-30",82.93,{"date":212,"value":213},"2026-03-31",82.39,{"date":215,"value":216},"2026-02-27",81.92,{"date":218,"value":219},"2026-01-30",81.69,{"date":221,"value":222},"2025-12-31",81.58,{"date":224,"value":225},"2025-11-28",81.35,{"date":227,"value":225},"2025-10-31","/natural-graphite/prices",{"publishedDate":17,"updateFrequency":187,"updateFrequencyText":188,"label":230,"today":231,"last":232,"percentageChange":233,"yearToDate":234,"yearOnYear":235,"oneYearIndexTrend":236,"url":260,"subscription":49,"isProtected":50,"hasAccess":51},"Anode Coke",86.15,81.86,5.24,15.73,19.78,[237,238,239,241,242,244,246,248,250,252,254,257],{"date":17,"value":231},{"date":200,"value":232},{"date":203,"value":240},80.54,{"date":206,"value":240},{"date":209,"value":243},84.01,{"date":212,"value":245},79.79,{"date":215,"value":247},75.72,{"date":218,"value":249},74.61,{"date":221,"value":251},74.44,{"date":227,"value":253},72.75,{"date":255,"value":256},"2025-09-30",71.92,{"date":258,"value":259},"2025-08-29",71.46,"/synthetic-graphite/prices",{"publishedDate":262,"updateFrequency":187,"updateFrequencyText":188,"label":263,"today":264,"last":265,"percentageChange":266,"yearToDate":267,"yearOnYear":268,"oneYearIndexTrend":269,"url":296,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-15","Anode",80.45,80.24,0.27,1.81,3.2,[270,271,273,275,276,278,281,284,287,289,291,293],{"date":262,"value":264},{"date":272,"value":265},"2026-09-15",{"date":274,"value":265},"2026-08-17",{"date":171,"value":265},{"date":277,"value":265},"2026-06-15",{"date":279,"value":280},"2026-05-15",79.16,{"date":282,"value":283},"2026-04-15",81.98,{"date":285,"value":286},"2026-03-16",79.03,{"date":288,"value":286},"2026-02-16",{"date":290,"value":286},"2026-01-15",{"date":292,"value":286},"2025-12-15",{"date":294,"value":295},"2025-11-17",77.79,"/anode/prices",{"publishedDate":298,"updateFrequency":187,"updateFrequencyText":188,"label":299,"today":300,"last":301,"percentageChange":302,"yearToDate":303,"yearOnYear":304,"oneYearIndexTrend":305,"url":335,"subscription":49,"isProtected":50,"hasAccess":51},"2026-08-01","Cathode",73.32,77.21,-5.04,14.41,55.07,[306,307,308,311,314,317,320,323,325,327,329,332],{"date":298,"value":300},{"date":174,"value":301},{"date":309,"value":310},"2026-06-01",80.32,{"date":312,"value":313},"2026-05-01",81.71,{"date":315,"value":316},"2026-04-01",77.27,{"date":318,"value":319},"2026-03-01",81.99,{"date":321,"value":322},"2026-02-01",80.5,{"date":290,"value":324},72.79,{"date":292,"value":326},64.08,{"date":294,"value":328},62.01,{"date":330,"value":331},"2025-10-15",53.51,{"date":333,"value":334},"2025-09-15",49.5,"/cathode/prices",{"publishedDate":337,"updateFrequency":187,"updateFrequencyText":188,"label":338,"today":339,"last":340,"percentageChange":341,"yearToDate":342,"yearOnYear":343,"oneYearIndexTrend":344,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"2025-03-31","Lithium ion Batteries",74.53,71.3,4.53,-1.6,-20.88,[345,346,348,351,354,357,360,363,366,368,371,374],{"date":337,"value":339},{"date":347,"value":340},"2025-02-28",{"date":349,"value":350},"2025-01-31",71.45,{"date":352,"value":353},"2024-12-31",75.74,{"date":355,"value":356},"2024-11-29",76.98,{"date":358,"value":359},"2024-10-31",77.34,{"date":361,"value":362},"2024-09-30",77.43,{"date":364,"value":365},"2024-08-30",80.56,{"date":367,"value":207},"2024-07-31",{"date":369,"value":370},"2024-06-28",87.2,{"date":372,"value":373},"2024-05-31",90.7,{"date":375,"value":376},"2024-04-30",93.2,"/battery-gigafactory/prices",{"publishedDate":379,"updateFrequency":6,"updateFrequencyText":7,"label":380,"today":381,"last":382,"percentageChange":383,"yearToDate":384,"yearOnYear":385,"oneYearIndexTrend":386,"url":418,"subscription":49,"isProtected":50,"hasAccess":51},"2026-10-08","Black Mass",37.11,38.95,-4.72,-14,18.31,[387,388,390,393,396,399,402,405,408,411,414,416],{"date":379,"value":381},{"date":389,"value":382},"2026-09-24",{"date":391,"value":392},"2026-09-10",42.03,{"date":394,"value":395},"2026-08-27",43.88,{"date":397,"value":398},"2026-08-13",42.33,{"date":400,"value":401},"2026-07-30",43.42,{"date":403,"value":404},"2026-07-16",46.74,{"date":406,"value":407},"2026-07-02",46.01,{"date":409,"value":410},"2026-06-18",49.57,{"date":412,"value":413},"2026-02-12",47.34,{"date":415,"value":410},"2026-01-29",{"date":290,"value":417},43.15,"/recycling/black-mass-prices",{"publishedDate":262,"updateFrequency":187,"updateFrequencyText":188,"label":420,"today":421,"last":422,"percentageChange":423,"yearToDate":424,"yearOnYear":425,"oneYearIndexTrend":426,"url":459,"subscription":49,"isProtected":50,"hasAccess":51},"Rare Earths",172.08,171.72,0.21,20.59,30.21,[427,428,430,433,436,439,442,445,448,451,454,457],{"date":262,"value":421},{"date":429,"value":422},"2026-10-01",{"date":431,"value":432},"2026-09-03",170.83,{"date":434,"value":435},"2026-08-20",169.63,{"date":437,"value":438},"2026-08-06",172.28,{"date":440,"value":441},"2026-07-23",173.94,{"date":443,"value":444},"2026-07-09",171.69,{"date":446,"value":447},"2026-06-25",168.55,{"date":449,"value":450},"2026-06-11",165,{"date":452,"value":453},"2026-05-28",163.89,{"date":455,"value":456},"2026-05-14",172.63,{"date":209,"value":458},175.6,"/rare-earths/prices",{"publishedDate":198,"updateFrequency":187,"updateFrequencyText":188,"label":461,"today":462,"last":463,"percentageChange":464,"yearToDate":465,"yearOnYear":466,"oneYearIndexTrend":467,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"NCM Mid-Nickel",152.7,162.48,-6.02,17.38,53.11,[468,469,470,472,474,476,478,480,482,484,486,488],{"date":198,"value":462},{"date":200,"value":463},{"date":203,"value":471},171.08,{"date":206,"value":473},173.65,{"date":209,"value":475},164.53,{"date":212,"value":477},157.28,{"date":215,"value":479},151.44,{"date":218,"value":481},144.5,{"date":221,"value":483},130.09,{"date":224,"value":485},124.6,{"date":227,"value":487},122.35,{"date":255,"value":489},103.5,{"publishedDate":198,"updateFrequency":187,"updateFrequencyText":188,"label":491,"today":492,"last":493,"percentageChange":494,"yearToDate":495,"yearOnYear":496,"oneYearIndexTrend":497,"url":377,"subscription":49,"isProtected":50,"hasAccess":51},"NCM 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":198,"value":492},{"date":200,"value":493},{"date":203,"value":501},157.37,{"date":206,"value":503},160,{"date":209,"value":505},149.53,{"date":212,"value":507},141.97,{"date":215,"value":509},136.99,{"date":218,"value":511},129.81,{"date":221,"value":513},114.02,{"date":224,"value":515},109.17,{"date":227,"value":517},109.02,{"date":255,"value":519},99.44,{"publishedDate":198,"updateFrequency":187,"updateFrequencyText":188,"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":198,"value":522},{"date":200,"value":523},{"date":203,"value":531},239.1,{"date":206,"value":533},258.32,{"date":209,"value":535},239.37,{"date":212,"value":537},213.01,{"date":215,"value":539},204.49,{"date":218,"value":541},218.06,{"date":221,"value":543},153.45,{"date":224,"value":545},134.02,{"date":227,"value":547},118.22,{"date":255,"value":549},111.93,{"id":551,"uuid":552,"name":553,"slug":554,"full_slug":555,"content":556,"relatedArticles":766,"relatedVideos":767},121617189236367,"7fda904e-efdd-4b37-806a-1a54b40ecbdb","Geo-Economic and Policy Briefing – June 2025","geo-economic-and-policy-briefing-june-2025","publications/briefings/geo-economic-and-policy-briefings/geo-economic-and-policy-briefing-june-2025",{"_uid":557,"date":558,"content":559,"excerpt":749,"_editable":750,"component":751,"categories":752,"visibility":756,"publication_frequency":757,"formattedDate":758,"formattedArticleDate":759,"folder":760},"a3848d07-78ec-4cfe-9d20-a3f55e01c0da","2025-06-27 00:00",{"type":560,"content":561},"doc",[562,569,576,582,587,602,614,619,624,632,637,642,650,679,687,692,705,713,718,726,731,736,741,746],{"type":563,"attrs":564,"content":565},"paragraph",{"textAlign":49},[566],{"text":567,"type":568},"This is your monthly geo-economic briefing June 2025, 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 June 2025 ",{"type":570,"attrs":577,"content":579},{"level":578,"textAlign":49},4,[580],{"text":581,"type":568},"1. Unpacking the G7 Critical Minerals Action Plan: What are the hurdles lying ahead?",{"type":570,"attrs":583,"content":584},{"level":578,"textAlign":49},[585],{"text":586,"type":568},"What does the G7 Critical Mineral Action Plan entail and what is at stake?",{"type":563,"attrs":588,"content":589},{"textAlign":49},[590,592,600],{"text":591,"type":568},"The G7, the world’s seven most advanced economies and the European Union (EU), unveiled a Critical Minerals Action Plan at a summit held in Kananaskis (Canada) this month, which Australia, India and South Korea have endorsed. This plan is primarily aimed at tackling China’s dominance in critical minerals through responsible supply diversification. Illustrative of this is the EU Commission chief Ursula von der Leyen’s “new China shock” statement, accusing China of supply weaponisation and flooding global markets with its overcapacity production. This is against the backdrop of China showcasing its dominance and sending another wake-up call to the world with ",{"text":593,"type":568,"marks":594},"recent Chinese export restrictions on seven medium- and heavy-rare earth elements (REEs) and permanent magnets",[595],{"type":596,"attrs":597},"link",{"href":598,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/video/watch/benchmark-analyst-insights-on-the-impact-of-the-chinese-export-restrictions-on-rees-and-permanent-magnets","url",{"text":601,"type":568}," (see more below), which are crucial for the automotive and defence industrial supply chains.",{"type":603,"attrs":604},"blok",{"id":605,"body":606},"c4b71d9d-9bfb-43a2-af47-2e610680245b",[607],{"id":608,"_uid":609,"type":610,"_editable":611,"component":612,"fixed_height":613,"use_fixed_height":50,"fixed_height_mobile":613,"fixed_height_tablet":613},"23971300","i-440e90e1-e0ca-4540-b68d-ff91f52cc130","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-440e90e1-e0ca-4540-b68d-ff91f52cc130\", \"id\": \"\"}-->","ContentFlourish","",{"type":563,"attrs":615,"content":616},{"textAlign":49},[617],{"text":618,"type":568},"More specifically, the plan has a threefold aim: developing a roadmap to promote standards-based critical minerals markets; investing in public-private partnerships and mobilising capital in responsible projects; and promoting innovation across extraction, processing and recycling technologies to advance supply diversification.",{"type":563,"attrs":620,"content":621},{"textAlign":49},[622],{"text":623,"type":568},"Both price volatility and the low-price environment for certain minerals, such as lithium, hamper the business case, making it challenging to attract capital investments in the critical mineral space and underscoring the need for derisking and price support (e.g. contracts for differences, price floors) and volume guarantee mechanisms through offtake agreements.",{"type":603,"attrs":625},{"id":626,"body":627},"a5bc268b-dbaa-429d-979f-c6728667ae47",[628],{"id":629,"_uid":630,"type":610,"_editable":631,"component":612,"fixed_height":613,"use_fixed_height":50,"fixed_height_mobile":613,"fixed_height_tablet":613},"23971183","i-180d2195-eaa8-44c3-b964-f1828c1d3937","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-180d2195-eaa8-44c3-b964-f1828c1d3937\", \"id\": \"\"}-->",{"type":570,"attrs":633,"content":634},{"level":578,"textAlign":49},[635],{"text":636,"type":568},"The challenging road ahead of developing standards-based critical mineral markets and green premiums ",{"type":563,"attrs":638,"content":639},{"textAlign":49},[640],{"text":641,"type":568},"Considerable efforts have been made to ensure that critical mineral markets are more reflective of the environmental and social costs associated with mining and processing, and to consolidate several mining standards, as seen in the ongoing Consolidated Mining Standard Initiative workstream. Engagement with standards, such as the Initiative for Responsible Mining Assurance (IRMA), is increasing within the nickel and lithium industries, but higher uptake among miners and refiners, as illustrated for the nickel market, is required.",{"type":603,"attrs":643},{"id":644,"body":645},"9638cadb-4684-4fd0-a406-9d971eee5e5e",[646],{"id":647,"_uid":648,"type":610,"_editable":649,"component":612,"fixed_height":613,"use_fixed_height":50,"fixed_height_mobile":613,"fixed_height_tablet":613},"23975032","i-1d75f7c3-9aa1-42ab-b3eb-fc7d8affb3b3","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-1d75f7c3-9aa1-42ab-b3eb-fc7d8affb3b3\", \"id\": \"\"}-->",{"type":563,"attrs":651,"content":652},{"textAlign":49},[653,655,661,663,669,671,677],{"text":654,"type":568},"Moreover, ",{"text":656,"type":568,"marks":657},"green premiums, whereby downstream players are willing to pay more for responsibly sourced minerals, have not yet emerged",[658],{"type":596,"attrs":659},{"href":660,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/video/watch/are-green-premiums-emerging-in-the-lithium-and-nickel-markets",{"text":662,"type":568},", despite hopes from policymakers and miners in Europe, Canada, and Australia. As for nickel, the slight price differential trend derived from ",{"text":664,"type":568,"marks":665},"Benchmark’s sustainable nickel price index",[666],{"type":596,"attrs":667},{"href":668,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://www.benchmarkminerals.com/nickel/data-reports/forecast",{"text":670,"type":568}," and ",{"text":672,"type":568,"marks":673},"Benchmark’s sustainability index",[674],{"type":596,"attrs":675},{"href":676,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://www.benchmarkminerals.com/nickel/sustainability/sustainability-index",{"text":678,"type":568}," reflects not only sustainability credentials but also higher production costs outside of China. Not only a consolidated mining standard, but also a standardised carbon footprint report framework, would help support the emergence of standards-based markets and green premiums.",{"type":563,"attrs":680,"content":681},{"textAlign":49},[682],{"type":683,"attrs":684},"image",{"id":49,"alt":613,"src":685,"title":49,"source":49,"copyright":49,"meta_data":686},"https://res.cloudinary.com/benchmarkminerals/images/w_1846,h_1035,c_scale/f_auto,q_auto/v1751017367/www-production/Screenshot-2025-06-27-104224_13446313ac7b/Screenshot-2025-06-27-104224_13446313ac7b.png?_i=AA",{},{"type":570,"attrs":688,"content":689},{"level":578,"textAlign":49},[690],{"text":691,"type":568},"Promoting innovation: direct lithium extraction (DLE) technologies ",{"type":563,"attrs":693,"content":694},{"textAlign":49},[695,697,703],{"text":696,"type":568},"As for innovative extraction technologies that could reshape critical minerals markets and help address supply shortages, it is worth highlighting direct lithium extraction (DLE) technologies. US projects, especially in Arkansas, could contribute to Western supply diversification efforts, with ",{"text":698,"type":568,"marks":699},"70% of US lithium production in 2030 set to use DLE",[700],{"type":596,"attrs":701},{"href":702,"uuid":49,"anchor":49,"target":49,"linktype":599},"https://source.benchmarkminerals.com/article/chevron-enters-us-lithium-space-with-dle-acquisitions",{"text":704,"type":568},". Although China is currently leading DLE-based production. Theoretically, DLE can be more efficient, effective, and sustainable than conventional lithium mining technologies. Numerous projects have reached the pilot stage, with several progressing toward large-scale, commercial demonstrations. However, this nascent industry still faces technical, financial, and strategic challenges in competing successfully with conventional projects. DLE projects, especially geothermal ones, are more capital-intensive than conventional ones, with the current low-price environment posing a barrier to project financing costs.",{"type":603,"attrs":706},{"id":707,"body":708},"2e58f9dc-3b44-46f2-a6e7-18f88e39b9cd",[709],{"id":710,"_uid":711,"type":610,"_editable":712,"component":612,"fixed_height":613,"use_fixed_height":50,"fixed_height_mobile":613,"fixed_height_tablet":613},"23865350","i-62f7d357-1ce1-467b-9095-9fb7153cd634","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-62f7d357-1ce1-467b-9095-9fb7153cd634\", \"id\": \"\"}-->",{"type":570,"attrs":714,"content":715},{"level":572,"textAlign":49},[716],{"text":717,"type":568},"2. Monthly round-up of the remaining key geopolitical and policy updates",{"type":603,"attrs":719},{"id":720,"body":721},"9b2f83e5-d917-4a3a-ba8d-be5712a87448",[722],{"id":723,"_uid":724,"type":610,"_editable":725,"component":612,"fixed_height":613,"use_fixed_height":50,"fixed_height_mobile":613,"fixed_height_tablet":613},"23960689","i-ab80e54b-3c9b-4e7e-8bbf-ce084bcf3680","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-ab80e54b-3c9b-4e7e-8bbf-ce084bcf3680\", \"id\": \"\"}-->",{"type":570,"attrs":727,"content":728},{"level":572,"textAlign":49},[729],{"text":730,"type":568},"3. Key Macro-economic Indicators",{"type":563,"attrs":732,"content":733},{"textAlign":49},[734],{"text":735,"type":568},"Tensions between Iran and Israel along with US involvement in strikes have left many on financial markets fearing spikes in oil prices and possibly the US being drawn into a longer conflict. For the time being tensions have relaxed and with oil price dropping.",{"type":563,"attrs":737,"content":738},{"textAlign":49},[739],{"text":740,"type":568},"The US dollar has continued to show signs of depreciating against major currencies, while inflation in the US, and European region has shown signs of levelling off in the first five months of the year.",{"type":563,"attrs":742,"content":743},{"textAlign":49},[744],{"text":745,"type":568},"In China, car makers have pledged accelerate debt repayment, a move supported by the government. This in part is to avoid a crash similar to that seen in the property sector collapse.  In EV pricing, the Chinese government views price cuts, that many automakers are making, as a risk to the industry that could affect the supply chain through to consumers. It has urged automakers to avoid short-term pricing tactics that will damage long-term viability, telling the industry to “self-regulate or face consequences”. Additionally, the government announced it would set up safety checks on EVs, possibly as a deterrent to lowering costs.",{"type":563,"attrs":747,"content":748},{"textAlign":49},[],"This is your monthly geo-economic briefing June 2025, 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 June 2025 1. Unpacking the G7 Critical Minerals Action Plan: What are the hurdles lying ahead? […]","\u003C!--#storyblok#{\"name\": \"briefing\", \"space\": \"\", \"uid\": \"a3848d07-78ec-4cfe-9d20-a3f55e01c0da\", \"id\": \"\"}-->","briefing",[753],{"slug":754,"name":755},"geopolitics","Geopolitics","private","monthly","Jun 27, 2025","27th June 2025",{"slug":761,"title":762,"cardImage":763,"description":764,"frequency":765},"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",[],[],1792773991877]