Energy Geopolitics
The Yellowcake Bottleneck: How US Nuclear Onshoring Constricts the 2030 Global Supply Chain
The United States is accelerating its efforts toward nuclear autonomy. The $2.87 billion DOE contract greenlit by the Trump Administration funds the construction of...
China Tightens the Screws on Rare Earths as Japan Ties Strain
Chinese exports of rare earth magnets to Japan fell 8% in December from November, following a diplomatic spat that rattled markets and raised fears...
Greenland’s Mineral Treasure: Rare Earths, Graphite, Gold and More
Greenland, an autonomous territory of Denmark, has attracted international attention for its strategic location and extensive mineral wealth. U.S. Vice President JD Vance and...
Scramble for Supply: G7 Allies Seek to Break China’s Grip on Rare Earths
Growing geopolitical tensions and repeated export controls by Beijing have pushed rare earths and other critical minerals to the centre of global economic and...
Japan Launches Deep-Sea Rare Earth Mission as China Tightens Supply Grip
Japan has begun a rare and technologically ambitious effort to secure its own supply of rare earth minerals, as concerns mount over China’s tightening...
When Physics Meets Politics: The 2026 Global Energy Inflection Point
In 2026, the mask of the “seamless transition” has fallen, exposing a gritty, hardware‑constrained reality. The global energy map is no longer painted in...
Occupied and Imperiled: Charting a Path for Zaporizhzhia’s Nuclear Future
The Zaporizhzhia nuclear power plant, the largest in Europe, is a central issue in U. S. President Donald Trump's peace plan for the ongoing...
The Nuclear Energy Wind Blowing in Africa: The Next Stop is Tanzania
"This is a landmark achievement for our country…For the first time, Tanzania is stepping onto the global uranium map with the capacity to supply...
The Paradox of Powerlessness: Why Middle East Oil No Longer Commands Global Panic
In June 2025, when Israel launched a major air strike against Iranian nuclear facilities and Iran retaliated with missile strikes on Israeli cities, the...
How Trump and India Are Squeezing Russia’s War Machine
Russia, the second largest oil exporter globally, is considering its response to U. S. sanctions targeting major oil companies Rosneft and Lukoil, amid the...