REGION.AMERICAS
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Sixty Days for Mexico: How a Short Action Plan Opens a Long Critical Minerals Game
Washington and Mexico City have agreed on a 60 day Action Plan on critical minerals. The text is brief, but it creates a structured space to decide which minerals and which projects will anchor the U.S.-Mexico corridor and how that will connect to the 2026 T-MEC review. The article explores what the Plan actually commits…
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Geopolitical Mining Weekly | Week of 2-8 February 2026
This week, Project Vault, the UK-US critical minerals MoU, Japan’s Minamitorishima test, Codelco-Quiborax’s Minera Ascotán, the Orion CMC-Glencore MoU and Washington’s 2026 Critical Minerals Ministerial all point in the same direction: the early contours of an economic -industrial base in critical minerals increasingly aligned with Western economies. For boards and investors, the question is no…
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U.S. Investments in the Era of Geopolitical Mining
The U.S. is no longer just talking about critical minerals, it is funding specific mines, processing plants, recycling projects and a strategic reserve, at home and across allied jurisdictions. This article looks at where more than $30 billion in public support is actually going, what parts of the value chain it targets, and how this…
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Welcome to the Era of U.S. Geopolitical Mining
The U.S. is no longer talking about critical minerals. It is building an architecture: price floors, stockpiles, public–private capital and a bloc of allies. This ministerial may well be the moment when critical minerals formally entered the core of Western industrial strategy.
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Geopolitical Mining Weekly | Week of 26 January – 1 February 2026
This week’s Geopolitical Mining Weekly looks at five signals, Indigenous shared decision making in British Columbia, a deadly coltan mine collapse in DRC, India’s push into lithium and nickel processing, Brazil’s emerging critical minerals policy and a violent price correction in metals, to show how the era of substance in mining is being defined at…
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Geopolitical Mining Weekly | Week of 19–25 January 2026
This week’s Geopolitical Mining Weekly looks at how Davos 2026, new U.S. rules for deep sea mining, Bolivia’s legal reset, Mali’s centralisation of its gold sector and Canada’s infrastructure bank for critical minerals all point in the same direction: mining is now where the real test of the era of substance will be played out,…
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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 slower clock of institutions, and showing why the next geopolitical cycle will be decided in the ability to deploy energy, infrastructure and fair distribution at scale.
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Davos 2026 | Fifth Axis of Analysis. Milei and Carney: Values, Order and the West’s Internal Conversation
Javier Milei and Mark Carney bring the normative layer of Davos 2026 to the surface: what “the West” stands for, how values should shape alliances and economic tools, and why the credibility of a rules based order will depend on aligning its moral narrative with its material decisions, including in mining and critical minerals.
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Davos 2026 | Fourth Axis of Analysis. Europe (Von der Leyen and Macron) and China: How the New Order Is Being Narrated
Von der Leyen, Macron and He Lifeng offer three overlapping visions of the new order: a Europe seeking strategic independence and protection from coercion, and a China defending globalisation and a reformed multilateralism. Together, they show how rules, trade and supply chains are becoming explicit tools of power and inclusion.
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Davos 2026 | Third Axis of Analysis. Germany and Ukraine: European Security and State Speed
Through the voices of Friedrich Merz and Volodymyr Zelenskyy, Davos 2026 exposes Europe’s key tension: an ambitious redesign of security and competitiveness on paper, and institutions that still struggle to act at the speed demanded by war, reconstruction and a harsher geopolitical environment.