Country & Region Analysis
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Peru 2026: A Presidential Election, a Central Bank Succession, and the Mining System at Stake
This is an important year for Peru because the country is facing a presidential transition and a central bank succession at the same time. In a mining economy that has remained economically coherent despite repeated political turnover, the key question is whether that continuity can still hold.
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Codelco (Chile): A State Operator Under Pressure in the Age of Geopolitical Mining
Codelco is worth watching not only because of its scale, but because it reveals something larger about the new era of geopolitical mining. Chile created Codelco to operate, to capture rent, and to turn copper into national development. The question now is whether that model still works under the more demanding conditions of today’s mining…
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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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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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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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The Day USA Locked in a Critical Minerals Deal with Argentina, and the Questions It Raises for Chile
Washington’s ARTI with Argentina and its parallel Strategic Framework make critical minerals part of a wider security and industrial architecture. Argentina enters through an explicit lane with finance attached. The move raises practical positioning questions for the Southern Cone, including Chile.
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Munich, the Age of Geopolitical Mining and the Opportunity for the Global South
This article reads the 2026 Munich Security Conference through a Geopolitical Mining lens. It shows how the US, China and Europe now talk explicitly about minerals, industrial capacity and supply chains as strategic assets, and how that shift opens a window for the Global South. It also maps the risks that Munich did not fully…
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Europe Wakes Up: How Merz, von der Leyen, Starmer, and Macron Are Grasping the New Moment
This article reads the Munich speeches by Chancellor Merz, President von der Leyen, Prime Minister Starmer and President Macron as a single European message on power, industry and security. It shows how all four now treat raw materials, technologies and supply chains as instruments of power, how they link European independence to industrial capacity and…
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Conversation with China. What Wang Yi’s Munich Speech Signals for Global Governance
Why does Wang Yi’s Conversation with China in Munich matter for anyone working with critical minerals, investment or policy? This article uses his speech to map how China frames global governance today, from the role of the UN and true multilateralism to the rise of the Global South and China-Europe relations, and what that means…