Articles & Essays
Longer-form analysis on mining, critical minerals and strategic models.
Clarity. Strategy. Global context.
Essays and analytical pieces exploring geopolitics, supply chains, institutions, legitimacy and critical minerals through a strategic, non-ideological lens. Designed for investors and decision-makers who need depth and signal.
Latest articles & essays
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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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For the U.S., Minerals Are Now Geopolitics
In recent weeks, the U.S. has decisively reframed critical minerals as strategic inputs rather than commodities governed solely by global price curves. With direct state participation in key…
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When Security Joins ESG: How the U.S. NSS Could Reshape Lending to Mining
For a decade, ESG has been the main external filter for mining finance. America’s 2025 National Security Strategy quietly adds a second one: strategic alignment. This article explores…
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