REGION.AMERICAS
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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 how that twin filter could change lending criteria for U.S. and European financiers in critical minerals.
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America’s 2025 National Security Strategy: When Economic Power and Critical Minerals Move to the Center
America’s 2025 National Security Strategy hard wires economic power, supply chains and critical minerals into U.S. security doctrine. This article looks at how that shift changes the map for mining, midstream and resource countries in the first technological revolution.
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Codelco’s Record Premiums: When Copper Stops Behaving Like a Commodity
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 asset, quietly reshaping geopolitical dependencies.
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Geopolitical Mining Weekly | Week of 24 – 30 November 2025
This week revealed nuanced shifts in regulatory and geopolitical landscapes, highlighted by Canada’s subtle clearance of the Teck–Anglo American merger, Barrick’s strategic settlements in Mali and ongoing copper ambitions in Pakistan, Chile’s copper supply vulnerabilities, and accelerated critical mineral projects in Ecuador and the U.S. Investors must navigate increasingly complex regulatory processes, anticipate subtle political…
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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 risk lies inside Western systems themselves, in how they regulate, narrate and politically absorb mining and why that matters in the first technological revolution.
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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, capital and the critical minerals that underpin AI, clean energy and advanced manufacturing.
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Chile’s Lithium Inflection Point: From Cost Leader to System Checkpoint
Strategic brief on Chile’s lithium system: how a world-class resource became a high-cost jurisdiction, why governance and technology now shape competitiveness, and what this shift means for investors comparing Chile with Argentina, Australia and emerging producers.
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Geopolitical Mining Weekly | 18 – 24 November 2025
This week underscored a clear shift in mining geopolitics, with host countries asserting greater regulatory leverage, rising social risks complicating resource development, volatile metal prices testing operational resilience, and new strategic frontiers emerging in peripheral regions. Investors and decision-makers should deepen geopolitical risk assessments, diversify strategically, and strengthen local engagement to secure stable, legitimate supply…
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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 industrial, it’s Geopolitical Mining
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Geopolitical Mining Weekly | 11 – 17 November 2025
Independent weekly note for investors and strategic decision makers in critical minerals. This edition looks at EU-Australia relations, trade and critical minerals strategy, and what it means for mining and markets.