Weekly Geopolitical Mining Review
A concise weekly briefing on mining, critical minerals and power.
Clarity. Strategy. Global context.
Each week we highlight a few key developments in mining and critical minerals – and what they mean for geopolitics, policy and markets. Strategic, clear, and written for people who need signal rather than noise.
Latest Weekly editions
Geopolitical Mining Weekly examines how five moves, the U.S. Section 232 action on processed critical minerals, the Future Minerals Forum in Riyadh, the EU -…
This week’s five signals show a shared shift, critical minerals risk is no longer driven mainly by geology or spot prices, but by who controls…
This week’s signals – a US$28.9bn licence arbitration in Guinea, Zambia opening mining tax payments to the yuan, first anodes from the Kamoa–Kakula smelter in…
States are tightening control over who can mine, process and export critical minerals, from the DRC’s suspension of artisanal cobalt, to China’s crackdown on illegal…
This week’s moves, Canada’s “One Project, One Review” shift, falling Chinese rare earth magnet exports to the US, a Korean proxy fight around a US$7.4bn…
This week’s strategic moves, the U.S.led Pax Silica coalition, expanded G7 critical minerals dialogue, Bolivia’s lithium pivot toward Western investment, Greenland’s EU backed graphite project,…