The No.1 Commodity Story of the Year Is Flying Under Wall Street’s Radar

Cesium is an “obscure object of desire” in one of the world’s most tightly constrained critical mineral markets, where commercial production has historically come from only a handful of mines.

The push to rebuild America’s defense supply chain has turned this rarest of commercial metals into a strategic priority.

While cesium has occupied a rather quiet corner of the critical metals industry for decades, its scarcity and uncertainty are now drawing increased attention, given its role in American defense technology.

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