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raw materials · sector mood
2025
year mood +0.49 · -0.21 to +0.75 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.75 -0.38 0 +0.38 +0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct -0.21 Nov +0.75 Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.45-0.09+0.50+0.60+0.55+0.60+0.60+0.65+0.70-0.21+0.75+0.75

Gold topped $4,000 for the first time on the debasement trade, silver and precious metals surged, and China's sweeping rare-earth export controls handed pricing leverage to Western critical-minerals producers, a euphoric year for hard-asset owners.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 11, 2026
Top raw materials stories of 2025
Feb
US imposes new tariffs on EU, 60 nations over forced labor concerns npr.org →

The US imposed a 15% tariff on most EU goods effective July 1, 2026. The USTR also proposed up to 12.5% Section 301 forced-labor tariffs on 60 trading partners, with a hearing scheduled for July 7. A temporary 10% global tariff set to expire July 24 faces uncertainty as Congress debates its extension following the Supreme Court's February ruling against IEEPA tariffs.

Oct
China imposes sweeping rare-earth export controls with extraterritorial reach aljazeera.com →

China imposed new export curbs on rare-earth materials including samarium, gadolinium, and lutetium in its 2026 licensing catalogue. The April enforcement framework penalizes over-quota production, with extraterritorial rules taking effect in November 2026. Near-zero shipments of terbium and dysprosium to Japan are disrupting supply chains for tech, auto, aerospace, and clean-energy sectors.

Oct
Gold tops $4,000 an ounce for first time on debasement trade aljazeera.com →

Central-bank buying, dollar weakness, shutdown dysfunction and rate cuts drove the metal's fastest thousand-dollar advance ever. The milestone reflected investor hedging against fiscal and institutional credibility risks in the US.