Industrial Strategy
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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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Brazil: How a Private Company Built a Global Niobium Industry
Brazil’s niobium story shows how mineral power can be built through private industrial execution. Through CBMM, Araxá and decades of processing, technology and market creation, Brazil turned geological endowment into a global niobium industry.
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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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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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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.