ForesightBriefs · November 2026Mining & Critical Minerals Brief Sign in

Amsterdam Forum Foresight · Mining & Critical Minerals BriefNovember 2026 · 4-minute read

Copper is scarce, rare earths face a deadline and lithium is cheap again.

Three shifts matter this month: a copper market so tight that smelters now pay miners for ore, China's rare-earth legal deadline on 10 November, and a lithium price that has roughly halved since May. Each calls for a decision before the year ends.

The CEO page · three shifts, what they mean, what to decide

01Copper

Copper is short at the mine, and smelters are paying for it.

02Magnets

China's rare-earth suspension legally ends on 10 November, with only a verbal promise to extend it.

03Lithium

Lithium's rally has reversed: the futures price has roughly halved since May.

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