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 Return of the Material Economy
The World Bank’s new industrial policy report signals more than a technical adjustment in development thinking. It reflects a broader return of production, strategic sectors, and state capacity…
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Beyond ESG: Rethinking Sustainability in Mining
As the material economy returns, mining is forcing a more serious question: not whether sustainability matters, but whether the dominant sustainability frameworks are still fit for sectors shaped…
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What Mining Operations Must Prove After Ramp-Up
Ramp-up is often treated as a visible milestone in mining. But the more revealing phase comes later, when an operation must prove that throughput, recoveries, mine sequence, continuity…
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Minerals Turn Strategic. Exploration Capital Stays Tactical.
Mining has entered a more strategic era, but exploration capital still flows mainly toward lower. risk, shorter horizon opportunities. That tension is now visible in the latest exploration,…
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When Mining Becomes Geopolitical, the State and Diplomacy Must Change
Mining is no longer operating only as an extractive sector. As critical minerals become part of industrial resilience, economic security and alliance architecture, both the State and diplomacy…
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PDAC 2026: When the Conversation Became Real Again
PDAC 2026 showed a more operational mining conversation. Permitting, timelines, costs, water, social licence, security, and execution moved to the centre, reflecting a sector increasingly focused on what…
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