Country & Region Analysis
Country-level insights on mining, legitimacy, institutions and geopolitical positioning.
Clarity. Strategy. Global context.
Focused briefs on how mining policy, institutions and public legitimacy shape the strategic trajectory of key jurisdictions across America, Africa, Asia, Oceania and Europe.
Latest country & region briefs
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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…
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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…
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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…
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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…
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