Weekly Geopolitical Mining Review
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Geopolitical Mining Weekly | Week of 24 – 30 November 2025
This week revealed nuanced shifts in regulatory and geopolitical landscapes, highlighted by Canada’s subtle clearance of the Teck–Anglo American merger, Barrick’s strategic settlements in Mali and ongoing copper ambitions in Pakistan, Chile’s copper supply vulnerabilities, and accelerated critical mineral projects in Ecuador and the U.S. Investors must navigate increasingly complex regulatory processes, anticipate subtle political…
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Geopolitical Mining Weekly | 18 – 24 November 2025
This week underscored a clear shift in mining geopolitics, with host countries asserting greater regulatory leverage, rising social risks complicating resource development, volatile metal prices testing operational resilience, and new strategic frontiers emerging in peripheral regions. Investors and decision-makers should deepen geopolitical risk assessments, diversify strategically, and strengthen local engagement to secure stable, legitimate supply…
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Geopolitical Mining Weekly | 11 – 17 November 2025
Independent weekly note for investors and strategic decision makers in critical minerals. This edition looks at EU-Australia relations, trade and critical minerals strategy, and what it means for mining and markets.
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Geopolitical Mining Weekly | 4 – 10 November 2025
Weekly briefing on critical minerals and geopolitics. This edition covers Canada’s new sovereign fund, the expanded U.S. critical minerals list, and a surge in investor–state disputes across Latin America and Africa.