Critical Minerals & Supply Chains

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Critical Minerals & Supply Chains

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

How circular economy is colliding with global trade and climate politics

November 25, 2025

Europe’s circular economy agenda as international strategy

November 25, 2025

Climate Politics in the Age of Complex States

Rising temperatures are exposing not only a failure of ambition but a failure of governance. This essay argues that climate policy is a complex portfolio of interacting measures, not a single instrument, and shows how fiscal scarcity, social backlash, and great-power competition are reshaping what counts as a “credible” climate strategy for advanced economies.

Climate Politics in the Age of Complex States

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