Energy Geopolitics
Li Signals Rare Earth Leverage as U.S.–China Mineral Rivalry Deepens
Chinese Premier Li Qiang inspected rare earth facilities in Jiangxi province this week, a move that carries symbolic and strategic weight ahead of the...
South Korea Seeks Minerals Cooperation with China After Joining US-Led Trade Bloc
South Korea is pursuing closer cooperation with China on critical mineral supply chains even as it deepens its participation in a U.S.-led effort to...
Syria’s energy comeback amid challenges
Syria's energy sector undergoes a transformative process after a decade of conflict, transitioning from severe damage toward a delicate recovery.
The downfall of the Assad...
The New Colonialism: Energy, Minerals, and the Return of Resource Empire
Introduction
Contrary to popular belief, colonialism did not end with the mid-century independence wave. Instead, it took on novel (‘neo’) and more subtle disguises such...
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...