Articles & essays
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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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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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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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Copper Premiums and Geopolitical Mining
Copper premiums are no longer a minor cost. They have become strategic signals, reflecting how geopolitical risk, ESG compliance, and supply chain resilience now shape the global copper market.