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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USA and Aligned Trading Partners, USTR Maps a Plurilateral Critical Minerals Deal
USTR has opened a formal consultation on a plurilateral critical minerals agreement with aligned trading partners. Behind the legal language, the notice begins to map a potential club…
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2026: No Industrial Economy (or Industrial Security) Without Formal Mining and Social Legitimacy
By 2026, the main policy and business forums are aligned on one point: industrial security is no longer just about technology and capital. It also depends on reliable…
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Davos 2026 | Sixth Axis of Analysis. Fink and Musk: Legitimacy, AI and the Clock of Execution
Larry Fink and Elon Musk frame AI as both a technological leap and a system stress test, highlighting the clash between the exponential clock of technology and the…
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Davos 2026: Coordinates of the New Geopolitical Era
Geopolitical reading of Davos 2026: from the financial cycle to a new industrial and material era. Reindustrialization, middle class, legitimacy, sovereignty of speed, AI, energy transition and mineral…
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Future Minerals Forum 2026: Reputation, Governance and the New Architecture of Mining
The Future Minerals Forum 2026 in Riyadh brought together over 100 countries, multilaterals and industry leaders to talk about critical minerals, infrastructure and standards. Beyond the headlines, this…
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The Cost of Time in Mining.
A five year permitting delay can erase a third of a mining project’s value, without changing the orebody, the plan, or the metal. Time is not neutral. It’s…
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