South Sudan: Oil Shutdown Will Be Complete Jan. 28

The Geopolitics of Natural Resources

Assessments

United States

Greenland

China

Europe

Denmark

Russia

Economics

Energy

Military & Security

Politics

Greenland's large deposits of critical minerals make the island one of the few potential alternatives to Chinese supply chains, but material constraints and diplomatic disputes will obstruct large-scale production.

The West's Quest To Exploit Greenland's Critical Minerals

Morocco

Environment, Science & Technology

The state-owned OCP Group is accelerating domestic green ammonia projects and diversifying sulfur suppliers to secure its position as a dominant agricultural and diplomatic partner across sub-Saharan Africa.

Morocco, World's Leading Phosphate Exporter, Seeks To Mitigate Strategic Vulnerabilities

Sub-Saharan Africa

Burkina Faso

Cameroon

Central African Republic

Chad

Democratic Republic of the Congo

Mali

Mozambique

Niger

Nigeria

Rwanda

Sudan

Control over critical natural resources is increasingly strengthening armed groups' durability and geographic reach, heightening their physical threats and their ability to create political instability.

Natural Resource Exploitation as an Engine for Insurgency in Sub-Saharan Africa

Argentina

Bolivia

Chile

Global Trade

Argentina, Bolivia and Chile are poised to benefit from the expected rise in lithium demand in the coming years, but they are unlikely to see a substantial surge in wealth without a more monumental market change.

The Outlook for the Lithium Triangle Amid the Global Energy Transition, Part 2

Argentina, Bolivia and Chile have had varying degrees of success in developing their lithium production capacity, with Chile achieving the greatest success of the three, and Bolivia lagging behind.

The Outlook for the Lithium Triangle Amid the Global Energy Transition, Part 1

Brazil

If Flavio Bolsonaro wins in October, his right-wing administration would largely abandon Brazil's environmental and climate commitments, accelerate extractive investments and projects, and pursue strong geopolitical alignment with Washington.

The Balance Between Environmental and Extractive Policies in Brazil's Presidential Election, Part 2

If President Lula wins reelection in October, his administration would continue balancing the promotion of green initiatives with the expansion of mining and drilling, while retaining strategic neutrality in the U.S.-China competition.

The Balance Between Environmental and Extractive Policies in Brazil's Presidential Election, Part 1

Columns

On Geopolitics

Weaponizing raw material exports can provide short-term political leverage, but it often pushes the targeted nations to permanently restructure their trade relationships to reduce dependencies.

The Historical Lessons of Global Commodity Weaponization

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

South Asia

As competition for natural resources and critical raw materials intensifies, companies -- not just countries -- must be more mindful of risks in their physical supply chains.

The Geopolitics of Natural Resources: An Introduction

The Geopolitics of Natural Resources

SITUATION REPORTS

South Sudan: Oil Shutdown Will Be Complete Jan. 28

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