Politics Increasingly Shapes Raw Material Markets - Market Report Q4/2025

The fourth quarter of 2025 clearly showed the strong influence of political measures on the availability, trade flows, and prices of critical raw materials. Export restrictions, industrial policy initiatives and international tensions are increasingly having a direct impact on markets. The Market Report Q4/2025 by TRADIUM, in cooperation with the news portal rawmaterials.net, puts these developments into context and explains why they are not short-term effects, but signs of structural change.

The report focuses on:

• Rare earths and technology metals: Despite temporary easing of export restrictions, China remains the key driving force. The report provides an overview of recent developments and explains what they mean for access to critical raw materials.
• Precious metals in a tug-of-war: Gold, silver, and platinum are holding their own at high price levels. What are the driving forces here?
• Politics as a market factor: The report summarises key geopolitical decisions and their immediate impact on supply chains, availability and market dynamics.

Insights Into Low-Transparency Markets

Against this backdrop, the TRADIUM Market Report Q4/2025 shows how strongly the framework conditions in raw material trading have changed over the course of the year. As usual, it provides insights into areas with limited transparency and draws on practical market experience. Especially in specialized raw material markets, reliable information is in high demand, as many data points are not publicly available and often difficult to assess.

• Clear analysis of key market drivers and price trends
• Practical assessment of political measures and their market impact
• Well-founded insights from experienced raw material experts at TRADIUM

The Market Report Q4/2025 is available for free download as a PDF. For regular market updates, subscribe to the TRADIUM newsletter or follow current developments on rawmaterials.net.