Weekly Geopolitical Mining Review
Written for senior executives, investors and policymakers, our Weekly connects the week’s key developments in mining and critical minerals with shifts in geopolitics, policy and markets. We explain their implications for investment, industrial strategy and supply chains, providing a global perspective for informed decisions.
Clarity. Strategy. Global context.
Explore the Weekly Geopolitical Mining Review
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Etango’s Financing Links Ownership, Governance and Uranium Supply
Etango’s US$320.4 million transaction gives CNOL 42.75% project ownership and rights to purchase 60% of future production, while Project Vault becomes operational and Phalaborwa links processing technology with…
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U.S. Tungsten Strategy Links Mining, Conversion, Manufacturing and Procurement
U.S. public capital connected mining, APT conversion, manufacturing and procurement in a US$450 million tungsten platform, while Hemerdon entered production, Rwanda took 25% of a new venture and…
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BRICS Critical Minerals Agenda: Sovereignty, Value Addition and the Terms of Supply
BRICS linked critical mineral supply chains with sovereignty, value addition and benefit sharing. During the same week, the United States and Colombia set a six month project agenda,…
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Colombia Opens Consultation to Repeal Fifteen Mining District Delimitations
Colombia opened consultation on a draft resolution that would repeal 15 mining district delimitations covering 5.34 million hectares. The measures remain in force, while ownership rights, permitting, capital,…
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South America’s Strategic Minerals Agenda: Four Countries Seek Regional Coordination
Chile, Argentina, Bolivia and Peru opened a regional strategic minerals agenda, while U.S. licences widened controlled access to Venezuelan oil and minerals, state backed contracts reached rare earths…
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Canada’s Labrador Critical Minerals Corridor: Building Capacity Beyond the Mine
Canada referred the Labrador critical minerals corridor to the Major Projects Office, while NOAA opened the first commercial deep seabed mining review, BHP reported US$18 billion in copper…
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