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 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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Geopolitical Mining Weekly | 18 – 24 November 2025
This week underscored a clear shift in mining geopolitics, with host countries asserting greater regulatory leverage, rising social risks complicating resource development, volatile metal prices testing operational resilience,…
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Geopolitical Mining Weekly | 11 – 17 November 2025
Independent weekly note for investors and strategic decision makers in critical minerals. This edition looks at EU-Australia relations, trade and critical minerals strategy, and what it means for…
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Geopolitical Mining Weekly | 4 – 10 November 2025
Weekly briefing on critical minerals and geopolitics. This edition covers Canada’s new sovereign fund, the expanded U.S. critical minerals list, and a surge in investor–state disputes across Latin…
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