Critical Minerals
Mineral level analysis on supply chains, processing capacity, geopolitical leverage and strategic demand.
Materials. Power. Industrial strategy.
Focused analysis on the minerals shaping the material foundations of energy systems, artificial intelligence, defense, infrastructure and advanced manufacturing. This section examines how individual minerals move from geology to strategy through extraction, processing, trade, capital, technology and legitimacy.
Latest critical minerals analysis
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Codelco’s Record Premiums: When Copper Stops Behaving Like a Commodity
Codelco’s unprecedented 2026 copper premiums exceeding $500/t for U.S. buyers signal a structural shift: copper is becoming less a conventional commodity and more a strategic asset, quietly reshaping…
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Chile’s Lithium Inflection Point: From Cost Leader to System Checkpoint
Strategic brief on Chile’s lithium system: how a world-class resource became a high-cost jurisdiction, why governance and technology now shape competitiveness, and what this shift means for investors…
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Copper Premiums and Geopolitical Mining
Copper premiums are no longer a minor cost. They have become strategic signals, reflecting how geopolitical risk, ESG compliance, and supply chain resilience now shape the global copper…
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