Country & Region Analysis

  • Brazil’s 2026 Election: Critical Minerals, a New Mining Framework and the Shield of the Americas

    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?

    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 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 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

    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 Kingdom: Building Mineral Capacity Through Coordination

    United Kingdom: Building Mineral Capacity Through Coordination

    The United Kingdom is building mineral relevance from a different asset base: future industrial demand, selective domestic capability, market infrastructure, finance and international partnerships. This article examines how Britain is working backwards from the economy it wants to build—and whether coordination can turn mineral intelligence, contracts and capital into reliable supply.

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  • United States: How the Department of War Is Building a Mineral System

    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: 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: 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

    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.

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