During a specialized forum titled “Outlook of Raw Material and Technology Markets,” attended by researchers, academics, and graduates, the CEO of Montra Corporation emphasized that recent developments in global raw material markets show that politics is no longer a secondary factor, but a primary driver shaping markets.
Opening his remarks with an overview of trends in the fourth quarter of 2025, he stated:
“Today, raw material markets are no longer governed solely by supply and demand. Political decisions — including tariffs, export controls, and strategic industrial policies — directly influence prices, accessibility, and trade flows. This is an undeniable reality of the global economy.”
He noted that China remains a key player in critical raw materials and technology metals, and that any changes in the country’s export or industrial policies create a ripple effect across global markets. At the same time, major economies such as the United States and India are increasingly investing in domestic capacity and resource independence.
Referring to precious metals, he added:
“In an environment of geopolitical uncertainty, metals such as gold, silver, and platinum continue to act as safe-haven assets, which has sustained high price levels and even led to new market records.”
The CEO further stressed that these developments are not temporary, but rather indicative of long-term structural change:
“We are witnessing a structural shift. Companies, industries, and academic institutions must move from purely economic analysis toward political-risk-oriented thinking. The future of raw material supply is strategic — and increasingly shaped by government decisions and economic blocs.”
In closing, he addressed the students and researchers present:
“The next generation of industrial leaders must understand the languages of politics, economics, and technology simultaneously. Success in tomorrow’s markets requires not only technical expertise, but also a deep understanding of geopolitics and global power dynamics.”
The session concluded with a Q&A segment focused on supply chain security, industrial independence, and investment prospects in technology metals, and received strong interest from participants.
