Goldman Sachs Group Inc. (GS) executives have commented on the ongoing market environment for critical minerals, specifically addressing the persistence of tariff-related uncertainty.
The commentary, reported by Benzinga, indicates that the firm continues to expect uncertainty surrounding tariffs on critical minerals to persist. The executives noted that a significant portion of the metal already located in the United States is expected to remain trapped within the country.
Additionally, the report suggests that periodic increases in tariff risk could encourage further stockbuilding of these materials.