Lithium
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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 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.