Country & Region Analysis
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Brazil’s 2026 Election: Critical Minerals, a New Mining Framework and the Shield of the Americas
Brazil enters the 2026 presidential election with an established mining economy, a new critical minerals framework and a new regional question. The next government will need to determine how industrial development, foreign partnerships and Brazil’s relationship with the Shield of the Americas fit together, while managing existing commercial ties with China, the United States, Europe…
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Can Europe Become a Major Market for Canadian Minerals?
Canada’s mineral trade remains concentrated in the United States, while its investment and industrial relationships already extend across a wider group of countries. Europe can deepen that diversification through capital, processing, technology and demand, provided existing relationships move rapidly into operating projects and durable commercial flows.
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China’s Defense Mobilization Law and Mineral Security
China’s revised defense mobilization law extends a decades long approach to national security in which resources, production capacity, infrastructure and supply are built before pressure makes them indispensable. Strategic minerals form the upstream foundation of that system.
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The System Around the Resource: What the Agreement Between Venezuela and the United States Really Means
The Venezuela United States agreement begins with the physical fit between Venezuelan heavy crude and Gulf Coast refining, but its architecture now extends into minerals, technology, processing, traceability and future investment.
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Canada: How Indigenous Nations Are Rewriting the Terms of Mining
Across Canada, Indigenous Nations are entering more of the institutions that shape mining, from mineral claims and project assessment to ownership, finance and capital allocation.
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United States: How the Department of War Is Building a Mineral System
The U.S. Department of War is beginning to treat mineral security not as a purchasing problem, but as a system capability. From military land and supply chain mapping to strategic capital, supplier qualification and reserves, its approach offers a practical case of applied geopolitical mining.
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Argentina: From RIGI to Mineral Power
Argentina is using RIGI to convert geological potential into long duration mining investment, linking capital stability with federal execution, infrastructure, critical-minerals diplomacy and territorial legitimacy. As lithium expands and copper advances, the country’s mineral power will depend on turning investment activation into financed projects, operating supply, domestic capability and durable public confidence.
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Brazil: How a Private Company Built a Global Niobium Industry
Brazil’s niobium story shows how mineral power can be built through private industrial execution. Through CBMM, Araxá and decades of processing, technology and market creation, Brazil turned geological endowment into a global niobium industry.
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Colombia’s Mining Election 2026: Viability, Legitimacy and Anomic Mining
In Colombia’s presidential race, mining is becoming a test of state capacity. Cepeda, Valencia and De la Espriella propose different paths, but the central question is the same: whether Colombia can build a formal mining system that is viable, legitimate and stronger than illegality.









