Critical Minerals & Supply Chains

A Global Energy Order in Transition: Why Renewables Accelerate Even as the United States Reverses Course

December 6, 2025

Climate Politics in the Age of Complex States

November 25, 2025

From Chokepoint to Network in the Geopolitics of Rare Earths and US-China Rivalry

November 25, 2025

Rare Earths and the Hard Edge of Interdependence

November 25, 2025

From Ore to Influence: Building Allied Rare Earth Processing Hubs to Break China’s Midstream Grip

China controls nearly all heavy rare earth processing and most of the refining that turns raw ore into magnets for jets, submarines, and electric vehicles. New mines alone will not loosen that grip if the ore still flows back to Chinese separation plants. This long-form analysis argues that the United States and its partners must organise their efforts around a small number of large, internationally networked processing hubs, rather than a scatter of isolated projects. It examines where those hubs should be, what makes them commercially viable, and how to combine domestic capacity with allied strengths in Australia, Saudi Arabia, Canada, Brazil, and beyond to build a genuine mine to magnet ecosystem outside Beijing’s shadow.

Climate Politics in the Age of Complex States

Europe’s circular economy agenda as international strategy

Circular economy has moved from technical jargon to a lever of power. The EU now uses rules on design, repair, waste and materials...

November 25, 2025

Trump, Pakistan and the Return of Transactional Bargains

Trump’s second term has pulled Pakistan back into Washington’s game as a supplier of troops, access and political cover in Gaza and Afghanistan...

November 23, 2025

Southeast Asia’s Many Anchors in an Age of Rivalry

Southeast Asian states are no longer hedging between Washington and Beijing so much as stitching together layered defence partnerships with the United States,...

November 23, 2025

Navigating a New Energy Investment Landscape

Global energy is shifting from a cheap-capital, Paris-era boom in renewables to a harder, more fragmented investment landscape where security, cost and competitiveness...

November 23, 2025

Latin America’s Conditional Embrace of Washington

Latin America is leaning toward Washington for hard headed reasons: access to capital, technology and the U.S. market as Chinese finance cools and...

November 23, 2025

Europe and Russia to 2030: How a Long War Is Rebalancing Power

How the war in Ukraine is reshaping the Europe–Russia balance of power, from energy and sanctions to defence industry, demographics and global alliances,...

November 23, 2025

How China’s Reconstruction Diplomacy Could Rewire Ukraine

Ukraine’s postwar reconstruction is often framed as a story of solidarity and recovery, yet it is also a competition over who will rebuild...

November 23, 2025

China’s New Playbook for Latin America

China’s role in Latin America is shifting from headline-grabbing loans and mega-projects to a quieter strategy built around control of critical nodes, the...

November 23, 2025

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