Critical Minerals: Global Aluminum Supply & Demand
Examining supply and demand factors driving the market for aluminum, a strategic commodity that lies at the very heart of global trade flows and geopolitics.
Chile Announces Plan to Nationalize Lithium Industry
Resource nationalism continues to ripple through South America as governments consolidate control over critical mineral industries like lithium.
Critical Minerals: Global Palladium Supply & Demand
Palladium is primed to become a critical strategic commodity in the coming decades, but the concentrated nature of its supply chains, focused on Russia and South Africa, represent a geopolitical headache in-the-making.
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.