critical minerals
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Geopolitical Mining Weekly | Week of July 13–19, 2026
This week covers Wagerup gallium, U.S. FAST-41 mining permits, Chile’s investment framework, American Samoa offshore minerals, Europe’s Raw Materials Mechanism and Ghana’s mining law reform.
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Geopolitical Mining Weekly | Week of June 29–July 5, 2026
This week’s Geopolitical Mining Weekly looks at how mineral security moves from strategy into usable supply through coal based feedstocks, Red Chris infrastructure, India-Japan geological cooperation, Sangdong tungsten, Adani Copper and Cerro Colorado.
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The Lithium Processing Paradox
Australia’s lithium experience reveals a central paradox of critical mineral strategy: processing can be strategically necessary before it is commercially easy. A world class mine does not automatically create midstream capability. Lithium conversion requires industrial learning, customer qualification, process control, working capital and time. The mine may remain strategic, while the conversion plant must still…
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Geopolitical Mining Weekly | Week of June 22–28, 2026
This week’s Geopolitical Mining Weekly covers U.S. Army critical minerals leases, EU-Brazil raw materials diplomacy, Codelco and Anglo American’s copper agreement, Queensland’s fund expansion, India’s rare earth magnet tender and Greenland’s Kuannersuit decision.
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Geopolitical Mining Weekly | Week of June 15–21, 2026
This week’s Geopolitical Mining Weekly covers the G7 critical minerals alliance, Canada’s new project partnerships, U.S. rare earth financing, Red Chris, Cobre Panamá and BHP’s Jansen update.
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Geopolitical Mining Weekly | Week of June 8–14, 2026
This week’s Geopolitical Mining Weekly looks at how the G7, Ontario, Kazakhstan, Brazil, Japan and the United States are moving critical minerals policy into finance, processing, permitting, industrial capacity and trusted supply chains.
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Geopolitical Mining Weekly | Week of June 1–7, 2026
This week’s Geopolitical Mining Weekly examines how mineral security is moving into the practical work behind supply: strategic metals tariffs, U.S. rare earth finance, Canada–Korea stockpiling, Mozambique’s state ownership rules, Bolivia’s lithium instability and Botswana’s sovereign control strategy around De Beers.
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Rare Earths Are Becoming a Talent War
Rare earths are becoming a talent war. Deposits matter, but reliable supply depends on the engineers, metallurgists, laboratories, public agencies and industrial systems able to convert mineral potential into qualified supply.
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Geopolitical Mining Weekly | Week of May 25–31, 2026
This week’s Geopolitical Mining Weekly examines how mineral security is moving from strategic intent into the practical work of building supply through Quad investment architecture, U.S. state capacity, DRC fiscal sovereignty, Cameco’s uranium logistics, Rio Tinto’s aluminium expansion and Cobre Panamá’s institutional legitimacy challenge.
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China’s Mineral Security Playbook Moves Into Law
China’s new Mineral Resources Regulation turns mineral policy into an operating system. Beijing is linking geology, project control, strategic minerals, reserves, emergency capacity, foreign investment and supply chain defense into one framework for resource security and industrial resilience.