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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Geopolitical Mining Weekly | Week of 12 – 18 January 2026
Geopolitical Mining Weekly examines how five moves, the U.S. Section 232 action on processed critical minerals, the Future Minerals Forum in Riyadh, the EU – Mercosur agreement, Tesla’s…
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Geopolitical Mining Weekly | Week of 5 – 11 January 2026
This week’s five signals show a shared shift, critical minerals risk is no longer driven mainly by geology or spot prices, but by who controls the financial and…
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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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