Weekly Geopolitical Mining Review
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Geopolitical Mining Weekly | Week of 15–21 December 2025
This week’s moves, Canada’s “One Project, One Review” shift, falling Chinese rare earth magnet exports to the US, a Korean proxy fight around a US$7.4bn zinc smelter, and copper flirting with US$12,000/t , all point in the same direction: permits, magnets and midstream capacity are now as decisive as geology in shaping critical minerals risk…
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Geopolitical Mining Weekly | Week of 8–14 December 2025
This week’s strategic moves, the U.S.led Pax Silica coalition, expanded G7 critical minerals dialogue, Bolivia’s lithium pivot toward Western investment, Greenland’s EU backed graphite project, and BMC Minerals’ choice to list on Australia’s ASX over Toronto, underscore a decisive shift, critical minerals and their supply chains are now explicitly structured around geopolitical alignment, integrated value…
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Geopolitical Mining Weekly | Week of 1 – 7 December 2025
This week’s moves, from Africa’s commodity alliances and Europe’s integrated lithium strategy, to Chile’s smelter intent and U.S.–EU strategic shifts, confirm critical minerals as core geopolitical assets, reshaping global supply chains and investment priorities.
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Geopolitical Mining Weekly | Week of 24 – 30 November 2025
This week revealed nuanced shifts in regulatory and geopolitical landscapes, highlighted by Canada’s subtle clearance of the Teck–Anglo American merger, Barrick’s strategic settlements in Mali and ongoing copper ambitions in Pakistan, Chile’s copper supply vulnerabilities, and accelerated critical mineral projects in Ecuador and the U.S. Investors must navigate increasingly complex regulatory processes, anticipate subtle political…
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Geopolitical Mining Weekly | 18 – 24 November 2025
This week underscored a clear shift in mining geopolitics, with host countries asserting greater regulatory leverage, rising social risks complicating resource development, volatile metal prices testing operational resilience, and new strategic frontiers emerging in peripheral regions. Investors and decision-makers should deepen geopolitical risk assessments, diversify strategically, and strengthen local engagement to secure stable, legitimate supply…
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Geopolitical Mining Weekly | 11 – 17 November 2025
Independent weekly note for investors and strategic decision makers in critical minerals. This edition looks at EU-Australia relations, trade and critical minerals strategy, and what it means for mining and markets.
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Geopolitical Mining Weekly | 4 – 10 November 2025
Weekly briefing on critical minerals and geopolitics. This edition covers Canada’s new sovereign fund, the expanded U.S. critical minerals list, and a surge in investor–state disputes across Latin America and Africa.