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.
RARE EARTHS ARE STRATEGIC. RARE EARTH STOCKS ARE NOT!
Why I remain optimistic on the commodities, but far more selective about the companies that produce them Why I would happily own the material—but rarely the mining company. One of
The Real Bottleneck in Critical Minerals Isn’t Mining
Why Processing-Not Geology-May Determine the Winners and Losers of the Next Resource Cycle If you listened to the debate around critical minerals over the past five years, you would be
Tungsten Under Pressure
Why Short-Term Volatility is Masking Tungsten’s Long-Term Strategic Importance Every commodity has its moment. Twenty years ago, it was iron ore. A decade later, rare earths briefly captured the world’s