REGION.AMERICAS
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Minerals Turn Strategic. Exploration Capital Stays Tactical.
Mining has entered a more strategic era, but exploration capital still flows mainly toward lower. risk, shorter horizon opportunities. That tension is now visible in the latest exploration, financing, and policy data.
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Indonesia: A Country to Watch in Geopolitical Mining
Indonesia is becoming one of the clearest cases in geopolitical mining. By moving more of the value chain onshore and building industrial depth at home, it is turning mineral abundance into greater strategic room for manoeuvre.
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When Mining Becomes Geopolitical, the State and Diplomacy Must Change
Mining is no longer operating only as an extractive sector. As critical minerals become part of industrial resilience, economic security and alliance architecture, both the State and diplomacy must adapt to a new geopolitical role for mining.
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Geopolitical Mining Weekly | Week of March 16-22, 2026
This week, critical minerals moved further into market design, processing capacity, project execution, and legitimacy pressure, as governments, companies, and even faith-based actors shaped the next phase of supply security.
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China’s 15th Five Year Plan, 2026-2030 | Real Economy, Strategic Resources and the Next Development Stage
China’s 15th Five Year Plan offers a clear picture of how Beijing wants to organize the 2026–2030 cycle: around the real economy, domestic demand, strategic resources and regional integration. From a geopolitical mining perspective, the clearest signal lies in the stronger upstream emphasis now given to exploration, deposits, reserves, key mines and supply security.
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Venezuelan Gold and the First Test of a U.S. Aligned Route
This first Geopolitical Mining Case Note examines why Venezuelan gold may matter to Washington now, and what this reveals about law, refining, custody and strategic mineral routes.
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Geopolitical Mining Weekly | Week of March 9–15, 2026
Critical minerals moved deeper into processing, project acceleration, and finance backed supply security this week, as the U.S., Argentina, Indonesia, Greenland, and Metalysis showed how real supply is increasingly shaped by industrial capacity, strategic funding, and security logic.
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Geopolitical Mining Weekly | Week of March 2–8, 2026
Critical minerals moved deeper into delivery architecture this week, as Canada, the U.S., the EU, Malaysia and Australia all showed that real advantage now depends on capital, processing, legitimacy and institutional speed.
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Why USA’s Americas Counter Cartel Conference and Shield of the Americas Summit matter for mining in the Americas
These March meetings were not mining events, but they offered a clear signal: mining in the Americas increasingly depends on security, sovereignty and territorial control.
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PDAC 2026: When the Conversation Became Real Again
PDAC 2026 showed a more operational mining conversation. Permitting, timelines, costs, water, social licence, security, and execution moved to the centre, reflecting a sector increasingly focused on what it will actually take to deliver supply in this decade.