Strong demand for applications, prices of various minor metals rise within the year
Multiple minor metals, including tantalum, germanium, and molybdenum, have seen significant price increases since the beginning of 2026. This surge is attributed to a combination of rigid supply constraints and expanding demand from emerging sectors. Concurrently, new guidelines for accounting non-fossil fuel electricity consumption have been released, aiming to bolster carbon control systems and enhance the green certificate market. AI
IMPACT Emerging demand from new sectors, potentially AI-related, is driving up prices of critical minor metals.