License to Drill: US Deep-Sea Mining Could Reset Critical Minerals Industry
Even with President Trump’s recent executive order, building a deep-sea mining industry in the United States remains a long-term challenge.
Ground Rules: The Militarization of Mining in Pakistan
The KP Mines and Minerals Bill reflects a strategic shift in Pakistan’s economic governance, one where Islamabad deepens involvement in provincial extraction under a banner of modernization. But the policy is not without its risks.
The Pacific Play: Canadian LNG Looks to Asian Markets
The next two years will determine whether Canada becomes a permanent supplier in global LNG markets, with all eyes on the LNG Canada project in Kitimat, British Columbia.
Undermined: The Cost of a US-Canada Mining Decoupling
Tariffs, regulatory divergence, and retaliatory measures are introducing the possibility of a broader mining decoupling between Canada and the United States, creating new sources of operational and financial risk.
Sovereign Wealth as Soft Power: Checkbook Diplomacy in the Trump Era
Sovereign wealth funds are transforming into vehicles for industrial policy, economic warfare, political patronage, and strategic alliance-building – and the Trump administration is now looking to join the club.
The Northern Sea Route: Russia’s Bet on Arctic Shipping
The Northern Sea Route holds out the appealing possibility of circumventing shipping chokepoints like Suez and Malacca, bringing Russian exports to new markets in South Asia. But the logistics of operating in the Arctic remain daunting.
Trump Tariffs Revive Dormant Alaska LNG Project
Will the Trump administration’s zeal for fossil fuel development be enough to get the long-dormant Alaska LNG project off the ground?
Crypto in 2025: A Growing Fixture of Global Geopolitics
Whether state-backed or de-centralized, digital currencies are increasingly a fixture of global geopolitics. Here are some trends to watch out for in the year ahead.
Organization of Turkic States: Türkiye’s Window into Central Asia
Mounting insecurity and conflict are expanding the geopolitical role of the Organization of Turkic States, creating new inroads into Central Asia for Türkiye.
UAE: A New Player in African Geopolitics
The UAE has become increasingly active in African geopolitics as it looks to ensure domestic food security and secure critical supply chains.
