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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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…
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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…
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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…
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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,…
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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…
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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…
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