Weekly Geopolitical Mining Review
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Geopolitical Mining Weekly | Week of March 23–29, 2026
This week, critical mineral security moved through concrete instruments rather than broad strategy language: plants, equity, licenses, trade architecture, and rising cost pressure. The common signal is clear: supply security is increasingly being built through the mechanisms that determine whether materials can actually be financed, processed, moved, and sustained.
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Geopolitical Mining Weekly | Week of March 16-22, 2026
This week, critical minerals moved further into market design, processing capacity, project execution, and legitimacy pressure, as governments, companies, and even faith-based actors shaped the next phase of supply security.
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Geopolitical Mining Weekly | Week of March 9–15, 2026
Critical minerals moved deeper into processing, project acceleration, and finance backed supply security this week, as the U.S., Argentina, Indonesia, Greenland, and Metalysis showed how real supply is increasingly shaped by industrial capacity, strategic funding, and security logic.
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Geopolitical Mining Weekly | Week of March 2–8, 2026
Critical minerals moved deeper into delivery architecture this week, as Canada, the U.S., the EU, Malaysia and Australia all showed that real advantage now depends on capital, processing, legitimacy and institutional speed.
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Geopolitical Mining Weekly | Week of February 23 – March 1, 2026
This week’s note tracks how critical minerals are moving from strategy language into rules, enforcement, and supply discipline: USTR’s push toward a plurilateral critical minerals deal, rising USMCA review uncertainty, Zimbabwe’s export ban and its immediate lithium price signal in China, a new Indonesia-Gabon rare earth axis, and Argentina’s glacier law reform debate as a…
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Geopolitical Mining Weekly | Week of 16–22 February 2026
This week’s Geopolitical Mining Weekly tracks how new US/Mexico/Canada links, US–Philippines and US–Argentina deals, an India–Brazil critical minerals pact, China’s rare earths price power and Canada’s use of public capital and fast track schemes are reshaping who controls critical minerals – not just in the ground, but in the rules, prices and institutions around them.
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Geopolitical Mining Weekly|Week of 9 – 15 February 2026
This week’s Geopolitical Mining Weekly connects Indonesia’s new state led rare earths strategy, Codelco’s governance response at El Teniente, the Concordia tragedy in Mexico, Verisk Maplecroft’s view of South America as the West’s “safest bet” for critical minerals, and a debate on whether NI 43-101 is still sufficient, to show how system design, governance and…
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Geopolitical Mining Weekly | Week of 2-8 February 2026
This week, Project Vault, the UK-US critical minerals MoU, Japan’s Minamitorishima test, Codelco-Quiborax’s Minera Ascotán, the Orion CMC-Glencore MoU and Washington’s 2026 Critical Minerals Ministerial all point in the same direction: the early contours of an economic -industrial base in critical minerals increasingly aligned with Western economies. For boards and investors, the question is no…
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Geopolitical Mining Weekly | Week of 26 January – 1 February 2026
This week’s Geopolitical Mining Weekly looks at five signals, Indigenous shared decision making in British Columbia, a deadly coltan mine collapse in DRC, India’s push into lithium and nickel processing, Brazil’s emerging critical minerals policy and a violent price correction in metals, to show how the era of substance in mining is being defined at…
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Geopolitical Mining Weekly | Week of 19–25 January 2026
This week’s Geopolitical Mining Weekly looks at how Davos 2026, new U.S. rules for deep sea mining, Bolivia’s legal reset, Mali’s centralisation of its gold sector and Canada’s infrastructure bank for critical minerals all point in the same direction: mining is now where the real test of the era of substance will be played out,…