Valterra warns slower EV adoption will prolong platinum tightness
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TDK Scrambles for Alternatives After China Tightens Rare-Earth Export Controls
Japan's TDK is facing immediate supply pressure after Beijing moved to restrict shipments of key rare-earth elements, forcing the company to hunt for substitutes, partners and recycling routes. The shift highlights broader vulnerabilities in global magnet and electronics supply chains and accelerates efforts to diversify sourcing and onshore processing.

European EV Demand Outpaces Expectations as BMW and Mercedes Scale Production
New order surges for BMW’s iX3 and Mercedes’ all-electric GLC have forced both manufacturers to expand manufacturing shifts and push production timelines forward. European sales data show battery-electric vehicles overtook petrol in December 2025 and posted double-digit growth year-over-year, signaling accelerating market momentum.
Stellantis warns Peugeot model launches will be delayed after battery-factory setbacks
Stellantis says issues at a recently commissioned battery plant will push back the introduction schedule for some Peugeot models. The disruption highlights fragility in electric-vehicle supply chains and forces the automaker to reshuffle production plans and dealer deliveries in the near term.

US Moves to Impose Nearly 133% Anti‑Dumping Duty on Russian Palladium After Sibanye Stillwater Appeal
The US Commerce Department has signaled preliminary approval for steep anti‑dumping duties on Russian palladium imports, setting a provisional rate near 133%. The move follows a petition from Sibanye Stillwater and paves the way for a final ruling later in the year with broad implications for supply chains and pricing.

West’s Automotive Decline: How Chinese EV Scale Reshaped Global Industry Power
Rapid Chinese advances in electric vehicles, vertically integrated supply chains, and targeted industrial policy have shifted global automotive competitiveness away from legacy Western producers. The change is measurable in production volumes, rare-earth control, and supplier ecosystems, and it forces Western industrial policy and corporate strategy to reassess manufacturing, R&D, and supply-chain resilience.

Silver Supply Squeeze Forces Capital Toward Resource-focused Juniors; Americore and Peers Reposition
A pronounced tightening in the silver market has driven the metal above $100 an ounce and shifted investor attention to companies with demonstrable, expandable resources. Exploration-stage firms with nearby infrastructure, recent data sets and active drilling or surveys stand to benefit, though claimed historic resources and paid promotion require independent verification.

Volvo Cars’ shares plunge after tariff headwinds and steep profit shortfall
Volvo Cars’ stock plunged after a steep Q4 operating-profit miss the company attributed to higher U.S. import levies, adverse currency moves and weaker end-market demand; management says cost cuts and cash preservation will help but cannot fully offset near‑term headwinds. The result heightens sector-wide worries that tariffs and rising supply-chain costs are forcing automakers to choose between protecting margin or preserving market share, with implications for suppliers and production footprints.

Volkswagen to Boost China Exports as EV Price War Squeezes Automakers
Under mounting price pressure in China’s EV market, Volkswagen is reallocating a larger share of production from its Chinese plants for export to overseas markets to protect volumes and plant utilisation. The shift leverages China’s cost and supply advantages but transfers margin, logistics and policy risks to global markets and underscores a broader structural challenge facing Western automakers.