Global Reforms Loom over Canadian Mining Industry
The capacity of Canadian operators to adapt to new regulatory conditions, while also containing costs, will be crucial in determining the ongoing competitiveness of the Canadian mining industry.
The G20 Must Build on the G7 Five-Point Plan for Critical Minerals
The robust partnership between the G7 and G20 presidencies of Japan and India respectively represents a unique opportunity to consolidate global action on critical minerals.
Joining the Game: Peru Seeks to Exploit Lithium Deposits
While not as rich in lithium as neighboring Bolivia, the Republic of Peru has significant lithium reserves waiting to be exploited.
Central Bank Gold Rush: Temporary Haven or Permanent Pivot?
Assessing how a recent renaissance in gold markets is impacting the BRICS countries' push for de-dollarization.
Argentina: In the Eye of the Lithium Storm
Lithium is increasing Argentina’s geopolitical relevance, and Beijing and Washington are watching. But is Buenos Aires strong enough to play both sides?
Lithium OPEC: Viable or Volatile?
Argentina, Chile, Bolivia, and Brazil are exploring the idea of forming an OPEC-like cartel for the lithium industry, but there are geopolitical and domestic roadblocks involved that won’t easily be overcome.
Troubled Waters: The Geopolitics of Deep-Sea Mining
Deep-sea mining could revolutionize extraction of battery metals, and exacerbate longstanding geopolitical tensions in the process.
Bolivia’s Lithium Reserves: Unfulfilled Ambitions, New Promises
A massive deal promises a new wave of Chinese investment into Bolivia’s lithium industry, raising new geopolitical and developmental concerns.
Eastern Congo Crisis and Rwanda’s ‘Red Line’
Recent developments in DRC and Rwanda suggest that a Third Congo War could be in the making.
Outlook 2023: Copper Markets
Copper markets are expected to remain relatively stable through 2023 as supply- and demand-side dynamics continue to cancel each other out.