Independent analysis. Underlying data. Decision-useful intelligence.
Each Metal Intel Commodity Outlook combines Core Consultants' independent market analysis with the underlying Intelligence Dataset—giving subscribers access to the asset, supply, processing, project and economic data behind our conclusions.
Register for Metal IntelInstitutional EnquiriesResearch that moves beyond the headline.
Metal Intel combines commodity fundamentals with project-level analysis, processing economics, trade policy and investment implications. Subscribers receive the strategic interpretation and the structured evidence base behind it.
Independent Outlook
Supply-demand balances, scenario-based forecasts and the forces shaping each market.
Intelligence Dataset
Queryable asset, supply, processing, project and economic data supporting the outlook.
Decision Implications
Clear implications for investment, strategy, sourcing, market entry and due diligence.
Current modules
Each module brings together a strategic Commodity Outlook and its underlying Intelligence Dataset. The 2027 programme will comprise six Commodity Intelligence Modules.
Global Tungsten Outlook 2026–2030
Strategic supply, market structure and investment implications in a market shaped by Chinese dominance, defence demand and constrained new supply.
Explore the Module
Global Rare Earths Outlook 2026–2030
Beyond the resource: China, magnet materials and the economics of building an independent supply chain.
Explore the ModuleBuilt for professionals who need judgement and usable data.
- Six Commodity Intelligence Modules across priority mineral and metal markets
- Downloadable and queryable Intelligence Datasets
- Supply-demand and price outlooks supported by project-level evidence
- Processing, trade, geopolitical and supply-chain analysis
- Clear investment and commercial implications
Need tailored access?
Institutional access can include multiple users, executive briefings, internal presentations, tailored data extracts and bespoke commodity analysis.
Institutional EnquiriesRegister for new modules and analysis.
Join mining, investment and industrial professionals receiving independent intelligence from Core Consultants.
Register for Metal IntelCurrent commentary and market perspectives.
Our latest public analysis appears below as it is published.
The Critical Minerals Trade Is Growing Up
For several years, strategic importance was almost an investment thesis in itself. The next phase of the market will be considerably more demanding. For the past few years, being classified
Copper Is Expensive, But Are Copper Miners Cheap?
The copper bull case is hardly controversial anymore. The more difficult question is whether the same case can be made for copper equities. There is probably no need to make
Gallium and Germanium: The Same Headlines, Different Economics
Gallium and germanium have become almost inseparable in the critical minerals debate. They appear together in announcements on Chinese export restrictions, government funding programmes and presentations promising investors exposure to