Country & Region Analysis
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Critical Minerals in Munich, Reading Rubio’s Speech as a Strategic Signal
Why does Rubio’s Munich speech matter if you work with critical minerals, investment or policy? This article uses his remarks to map how the West is now framing deindustrialisation, supply chain sovereignty and the idea of a Western critical minerals chain, and what that could mean for Europe, producing countries and future capital allocation.
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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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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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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.
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Davos 2026 | Second Axis of Analysis.Indonesia and Egypt: Stability, Growth and the Social Contract in the Global South
Indonesia and Egypt use Davos 2026 to redefine stability as a competitive asset, linking peace, social policy, reform and private investment into a new social contract in the Global South, where growth, legitimacy and material infrastructure move on the same track.
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Davos 2026 | Firts Axis of Analysis. United States and China: Middle Class, Domestic Demand and the Industrial Turn
A comparative reading of Trump and He Lifeng’s speeches at Davos 2026 shows how the US and China are reorganising their strategies around middle class wellbeing, domestic demand and a new industrial turn shifting the centre of power from financial assets back to production, energy and material capacity.
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Venezuela Before, During and After: Oil, Mining and the Unfinished Petrostate
Venezuela was once shorthand for oil wealth: a founding OPEC member, a competent national oil company and a modest but real mineral base. Two decades of politicised resource management, sanctions and the rise of illegal mining have turned it into a cautionary tale of how a petrostate can fall below its own potential. This note…