Articles & Essays
Independent analysis of mining, critical minerals and global strategy.
Clarity. Strategy. Global context.
Our articles and essays explore how geopolitics, supply chains and institutions shape mining and its role in the global economy. We examine industrial strategies and questions of legitimacy, offering investors and decision makers the depth and context to understand the choices facing companies and countries.
Latest articles & essays
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Shield of the Americas: How the Hemispheric Framework Took Shape
The Shield of the Americas developed during 2026 from U.S. strategic doctrine and hemispheric security cooperation into a broader framework covering economic sovereignty, critical minerals and multilateral coordination.
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Mining Between Industrial Ambition and Monetary Restraint
The United States offers a current case for examining how monetary and industrial policy can meet inside the same mining project. Their interaction can change across exploration, feasibility,…
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Mineral Security Is Built, Not Declared
Declaring minerals strategic does not create mines. This article explains how States connect geology, institutions, capital, infrastructure and territory through an implementable mining master plan.
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What Is Geopolitical Mining?
Geopolitical Mining traces the path from the material foundations of modern life to viable production, formal mining order, industrial transformation and geopolitical power. It explains why mineral endowment…
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JV Governance Is Part of Asset Value
A mining joint venture interest is not simply a percentage of an orebody. Its real value depends on the governance architecture surrounding that percentage: information rights, decision rights,…
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Mining Due Diligence Has Three Clients
Mining due diligence often reviews individual disciplines but misses the interfaces where projects fail. This article argues that effective diligence must serve three clients: the investor, the operator…
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