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Macro

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raw materials · sector mood
2023
year mood +0.01 · -0.29 to +0.15 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.15 Feb Mar Apr May Jun Jul -0.29 Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.15+0.10+0.05+0.05+0.00-0.05-0.29-0.05-0.05+0.00+0.10+0.15

Raw materials ended the month neutral despite China’s export restrictions on gallium and germanium, which buoyed sentiment within strategic mineral segments. The broader sector, however, saw limited upward pressure as gains were confined to narrow technology-critical minerals rather than across the wider base of industrial and bulk commodities. Market-moving focus remained on supply chain recalibrations rather than broad scarcity, keeping overall sentiment contained.

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 06, 2026
Top raw materials stories of 2023
Jul
China restricts gallium, germanium exports amid chip war aljazeera.com →

China will require export licenses for gallium and germanium, critical in semiconductor production, citing national security. As the world's top supplier, controlling 80% of global output, China's move escalates trade tensions with the U.S. and could disrupt global chip supply chains amid escalating tech restrictions.