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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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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The West knows it is vulnerable on critical minerals. Does it really understand what that implies?
The West knows it is vulnerable in critical minerals, but still behaves as if subsidies, alliances and new lists will be enough. This article argues that the deeper…
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Are We in the Fifth Industrial Revolution or the First Technological Revolution?
A strategic essay exploring whether we are living through a Fifth Industrial Revolution or the first fully technological revolution and why the answer reshapes how we understand power,…
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The Mining We Knew Is Dead. Long Live Geopolitical Mining
Strategic essay on how critical minerals became geopolitical power. This piece connects recent export controls, China’s midstream dominance, and Western vulnerabilities to explain why mining is no longer…
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