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
The US Treasury’s G7+ finance meeting, Korea Zinc’s Crucible smelter in Tennessee, and China’s new Baotou rare earth price index are three pieces of the…
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…
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…
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.…
Codelco’s unprecedented 2026 copper premiums exceeding $500/t for U.S. buyers signal a structural shift: copper is becoming less a conventional commodity and more a strategic…
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…