Tag: critical minerals
-

2026 at Midpoint: Turning Point, or Collision Course?
The first six months of 2026 have not been a slow build. They have been a rupture. The defining event of H1 2026 is the Iran war. The conflict that began on 28 February has triggered a chain of consequences with reverberating effects across the region and the globe. Three months on, there is no…
-

Q1 2026: The Quarter That Rewrote the Risk Map
Q1 2026 did not ease in gently. The first three months of the year delivered a sequence of shocks that would have been considered unthinkable in any previous year, but increasingly looks like the new normal. On 3 January, US forces arrested Venezuelan President Nicolás Maduro following airstrikes on military sites in Caracas, upending the…
-

The 21st century resources war: Energy, Critical Minerals & Chips
Historically, wars were fought over natural resources. Today, a new, 21st-century iteration has emerged: a competition for the resources essential to the advancement of artificial intelligence (AI). The future positioning of world powers hinges on their securing and controlling the critical minerals sources, semiconductors and energy required for AI. In the past few years the…