Industry & Raw Material Supply Chain Daily Briefing — 2026-06-26

1. Commodities Market Trends

• Crude Oil (WTI/Brent): Oil prices are falling toward pre-Iran conflict levels. As of June 25, Brent is trading at $110/barrel due to increased supply from the Middle East, continuing a downward trend from the previous week.

• Copper: The global copper market is projected to grow from approximately $21 billion in 2025 to $34.45 billion by 2036, driven by the expansion of renewable energy and electric vehicles. The average price forecast for 2026 is $12,075 per ton.

• Battery Metals & Rare Earths: China’s intermediate refining bottlenecks are accelerating the demand for supply chain diversification, with a shift in geopolitical supply reorganization underway in the lithium and nickel markets.

1 sources

fortune.com

Current price of oil as of June 24, 2026 | Fortune

2. Supply Chain Issues

• Tungsten Shortages Spread to Semiconductors: With China tightening tungsten export controls, Japanese tungsten hexafluoride producers are planning production cuts. Supply chain pressure is intensifying across semiconductor manufacturing, the defense industry, and general industrial users.

• Chinese EVs Reshaping Global Automotive Supply Chains: As China emerges as a global power in EV exports, international efforts to diversify supply chains are deepening. Meanwhile, China's push for domestic chip self-sufficiency means vehicles with 100% locally-made chips are slated for release starting in 2026.

• Multi-Commodity Shortages due to AI Infrastructure: The build-out of AI infrastructure in 2026 has triggered unprecedented shortages across eight core material categories, increasing systemic risk due to reliance on major tech firms and supply chain concentration.

1 sources

investingnews.com

investingnews.com

3. Core Industry Trends

Semiconductors

• Global Semiconductor Supply Chain Realignment: Major nations including the U.S., Europe, and Japan are pushing for large-scale investments to decentralize chip manufacturing.

• Acceleration of Chinese Automotive Chip Localization: Major Chinese automakers are reviewing the adoption of domestically produced non-power and discrete semiconductor chips starting in 2026. Currently, the localization rate for automotive chips is only 5–10%.

Secondary Batteries & EVs

• Power-Win Expands EV Battery Recycling: Following its general shareholders' meeting on June 23, Power-Win Technology is driving revenue growth by focusing on battery recycling and processing, including process improvements, facility efficiency upgrades, and enhanced production management.

• Battery Demand Diversification for Long-Duration Energy Storage: Driven by surging power demand from AI data centers, development of alternative technologies beyond lithium-ion and the expansion of long-duration storage projects are underway.

4. Corporate News

There has been limited disclosure regarding specific corporate contracts, M&A, or capital expenditure within the last 24 hours. Recent reports have focused primarily on industry trends and long-term market forecasts.

5. Analysis

While the sustained decline in oil prices is fueling expectations for lower energy costs, structural challenges in the supply chain are worsening. In particular, the scarcity caused by China's tungsten export restrictions is now affecting semiconductor manufacturing, showing how geopolitical risk is spreading from raw material markets to high-tech industries at large.

This, combined with Western investments in semiconductor/battery self-sufficiency and China's drive for localization, is accelerating the global supply chain reshuffle. While the expansion of battery recycling and the development of alternative energy storage technologies will eventually diversify demand, rising procurement costs are expected to persist in the near term due to supply shortages.

6. What to Watch Next

• Middle East Oil Field Utilization & OPEC Statements: Monitor whether the Middle East supply increase, which is driving oil prices down, will continue.

• China’s Tungsten Export Policy Trends: Keep an eye on how semiconductor-exporting nations like Japan respond to tungsten supply challenges and any announcements regarding domestic recycling capacity expansion.

• Corporate Supply Chain Diversification Announcements: Watch for strategic responses from Western automakers to the rise of Chinese EVs, as well as announcements regarding investments in chip and battery localization.

7. Reader Action Items

1. Review Rare Metal Procurement Diversification: Establish strategies to secure alternative suppliers (e.g., Africa, Southeast Asia) and increase recycling volume for raw materials with high dependency on China, such as tungsten, lithium, and nickel.

2. Assess Semiconductor/Battery Supply Chain Status: Evaluate the geopolitical risk of current suppliers and review investments in diversifying production facilities in advanced economies (U.S., Japan, South Korea).

3. Check Long-term Contract Renewal Timelines: When renewing raw material or component supply contracts longer than three months, negotiate terms that account for price volatility and supply risks associated with tungsten, copper, and battery metals.

Source Policy: All figures, company names, and contracts in this briefing are sourced exclusively from the original text provided above. No information outside of the findings is included.