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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The Practitioner Gap
As mining becomes more strategic, the people who understand how geology becomes supply must help shape the decisions that govern it. This article introduces the practitioner gap and…
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What Kind of Governance Does a Mining Company Need?
Mining governance is entering a more demanding cycle. As minerals become strategic to energy, defence, infrastructure and industrial policy, boards must move beyond formal structures and understand the…
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Mining Viability
Technical and economic feasibility can justify a mining project, but it does not guarantee production. Mining viability asks whether that project can become sustained supply inside a real…
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The Mining Paradox: The Legitimacy Gap Behind Modern Life
Modern life depends on formal mining, from health care, food systems and infrastructure to energy, defense and artificial intelligence. The Mining Paradox examines why legitimacy is now strategic…
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What Makes a Mining Project Financeable?
Critical minerals demand has changed the mining conversation, but every project still has to prove that it can become a financeable business. This article examines the questions capital…
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Anomic Mining: Why Illegal Mining Is Not Always the Full Diagnosis
Anomic Mining describes the moment when illegal mining stops being only an activity outside the law and begins to reveal a deeper institutional condition, a territory where legality…
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