Weekly Geopolitical Mining Review
A concise weekly briefing on mining, critical minerals and power.
Clarity. Strategy. Global context.
Each week we highlight a few key developments in mining and critical minerals — and what they mean for geopolitics, policy and markets. Strategic, clear and written for people who need signal rather than noise.
Latest Weekly editions
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Geopolitical Mining Weekly | Week of 29 December 2025 – 4 January 2026
This week’s signals – a US$28.9bn licence arbitration in Guinea, Zambia opening mining tax payments to the yuan, first anodes from the Kamoa–Kakula smelter in the DRC, a…
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Geopolitical Mining Weekly | Week of 22–28 December 2025
States are tightening control over who can mine, process and export critical minerals, from the DRC’s suspension of artisanal cobalt, to China’s crackdown on illegal mining, Chile’s Codelco–SQM…
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Geopolitical Mining Weekly | Week of 15–21 December 2025
This week’s moves, Canada’s “One Project, One Review” shift, falling Chinese rare earth magnet exports to the US, a Korean proxy fight around a US$7.4bn zinc smelter, and…
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Geopolitical Mining Weekly | Week of 8–14 December 2025
This week’s strategic moves, the U.S.led Pax Silica coalition, expanded G7 critical minerals dialogue, Bolivia’s lithium pivot toward Western investment, Greenland’s EU backed graphite project, and BMC Minerals’…
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Geopolitical Mining Weekly | Week of 1 – 7 December 2025
This week’s moves, from Africa’s commodity alliances and Europe’s integrated lithium strategy, to Chile’s smelter intent and U.S.–EU strategic shifts, confirm critical minerals as core geopolitical assets, reshaping…
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Geopolitical Mining Weekly | Week of 24 – 30 November 2025
This week revealed nuanced shifts in regulatory and geopolitical landscapes, highlighted by Canada’s subtle clearance of the Teck–Anglo American merger, Barrick’s strategic settlements in Mali and ongoing copper…
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