Weekly Geopolitical Mining Review

This week’s note tracks how critical minerals are moving from strategy language into rules, enforcement, and supply discipline: USTR’s push toward a plurilateral critical minerals deal, rising USMCA…

This week’s Geopolitical Mining Weekly tracks how new US/Mexico/Canada links, US–Philippines and US–Argentina deals, an India–Brazil critical minerals pact, China’s rare earths price power and Canada’s use of…

This week’s Geopolitical Mining Weekly connects Indonesia’s new state led rare earths strategy, Codelco’s governance response at El Teniente, the Concordia tragedy in Mexico, Verisk Maplecroft’s view of…

This week, Project Vault, the UK-US critical minerals MoU, Japan’s Minamitorishima test, Codelco-Quiborax’s Minera Ascotán, the Orion CMC-Glencore MoU and Washington’s 2026 Critical Minerals Ministerial all point in…

This week’s Geopolitical Mining Weekly looks at five signals, Indigenous shared decision making in British Columbia, a deadly coltan mine collapse in DRC, India’s push into lithium and…

This week’s Geopolitical Mining Weekly looks at how Davos 2026, new U.S. rules for deep sea mining, Bolivia’s legal reset, Mali’s centralisation of its gold sector and Canada’s…