Country & Region Analysis
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When Copper Pays in Yuan: What Zambia’s Tax Shift Really Signals
Zambia’s decision to accept mining taxes in Chinese yuan is more than a headline about “de-dollarisation”. It is a live test of how a copper-dependent state rewires its fiscal plumbing when China is simultaneously main buyer, creditor and investor. This note looks at what actually changed, how it reshapes currency risk and what it means…
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China’s Policy Paper on Latin America and the Caribbean: Systems and Strategic Positioning
China’s 2025 Policy Paper on Latin America and the Caribbean does not just offer more trade and infrastructure. It embeds LAC into Beijing’s long term system for energy, resources, finance and technology. This article examines what that framing means for mining, critical minerals and bargaining power in the region.
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Chile with Kast: signals for copper, lithium, rare earths and Codelco
Chile with Kast enters a new phase: a record mining pipeline, a faster but untested permitting system and renewed geopolitical pressure around copper, lithium and rare earths. This article unpacks what the election really signals for Codelco, lithium policy and project approvals over the next decade.
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For China, Minerals Were, Are and Will Always Be Strategic
For China, minerals have always been strategic, today they sit at the core of its vision of technological power and national security. This piece explains how Beijing built its dominance in critical minerals and why that matters for geopolitical mining in the coming decade.
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RESourceEU: Is Europe finally moving beyond form on critical minerals?
With RESourceEU, Brussels is trying to turn the Critical Raw Materials Act into operational reality: finance, joint purchasing, stockpiling, a new Raw Materials Centre. Our analysis looks at what is genuinely new, what remains form rather than substance, and why Europe’s invisible block around mining still matters.
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America’s 2025 National Security Strategy: When Economic Power and Critical Minerals Move to the Center
America’s 2025 National Security Strategy hard wires economic power, supply chains and critical minerals into U.S. security doctrine. This article looks at how that shift changes the map for mining, midstream and resource countries in the first technological revolution.
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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 comparing Chile with Argentina, Australia and emerging producers.