critical minerals
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Geopolitical Mining Weekly | Week of May 18–24, 2026
This week’s Geopolitical Mining Weekly examines how mineral security is being shaped through processing capacity, rare earth execution, copper province governance, Arctic mining infrastructure, Codelco’s institutional credibility, Sherritt’s nickel cobalt sanctions exposure and Zimbabwe’s small scale gold mining restrictions.
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What Kind of Governance Does a Mining Company Need?
Mining governance is entering a more demanding cycle. As minerals become strategic to energy, defence, infrastructure and industrial policy, boards must move beyond formal structures and understand the mine itself: the technical, territorial and material system that turns resources into reliable supply.
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Geopolitical Mining Weekly | Week of May 4–10, 2026
This week’s Geopolitical Mining Weekly examines how critical minerals strategy is moving into operating systems through G7 trade architecture, Australia-Japan project pipelines, U.S. Project Vault, Canada’s cobalt sulfate refinery, Argentina’s federal mining coordination, Greenland rare earth logistics and Grasberg’s copper supply recovery watch.
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The United States as a Strategic Enabling State in the Era of Geopolitical Mining
The United States is emerging as a case study of the strategic enabling State in critical minerals: coordinating capital, markets, defense, alliances and processing to turn mineral exposure into material power.
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The Return of the Material Economy
The World Bank’s new industrial policy report signals more than a technical adjustment in development thinking. It reflects a broader return of production, strategic sectors, and state capacity to the center of the debate. Read through a Geopolitical Mining lens, that shift carries a deeper implication: industrialization in the twenty first century rests on a…