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

  • Geopolitical Mining Weekly | Week of May 18–24, 2026

    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…

  • Geopolitical Mining Weekly | Week of May 11–17, 2026

    Geopolitical Mining Weekly | Week of May 11–17, 2026

    This week’s Geopolitical Mining Weekly tracks how critical minerals are moving deeper into foreign policy, public finance, geoscience, permitting and state-owned mining governance.

  • Geopolitical Mining Weekly | Week of May 4–10, 2026

    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…

  • Geopolitical Mining Weekly | Week of April 27–May 3, 2026

    Geopolitical Mining Weekly | Week of April 27–May 3, 2026

    Critical minerals strategy is moving into execution. This week’s Geopolitical Mining Weekly covers U.S. land access, Canada’s sovereign capital fund, KoBold’s copper project in Zambia, seabed mining permits…

  • Geopolitical Mining Weekly | Week of April 20–26, 2026

    Geopolitical Mining Weekly | Week of April 20–26, 2026

    This week’s signals ranged from U.S.-EU trade instruments, Chile’s push on permitting and critical minerals cooperation, and Brazil’s value add strategy to Norway’s state led planning at Fen,…

  • Geopolitical Mining Weekly | Week of April 13–19, 2026

    Geopolitical Mining Weekly | Week of April 13–19, 2026

    This week showed how mineral security is being built through sharper instruments: demand coordination in Europe, midstream support in the United States, rising sulfur risk in copper and…

GM Weekly

Subscribe to GM Weekly

Receive each new Weekly edition by email. Includes the monthly Geopolitical Mining Briefing. You can change your preferences or unsubscribe anytime. Privacy Policy .