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CRITICAL MINERALS

Advanced energy control room displaying global energy flows, grid performance data, and real-time system analytics on large digital screens

The energy transition and the new logic of power

Washington’s playbook for global dominance, built on controlling oil, is becoming obsolete. As China masters the new energy transition, America’s ability to exert pressure is diminishing, forcing a fundamental rethink of its power

Aerial view of MP Materials’ leach circuit facility, highlighting U.S. industrial policy investments in rare earth refining for national security

Statecraft’s new frontier: Trump’s industrial policy unveiled

The Trump administration has embarked on a distinctive industrial policy, directly intervening in strategic sectors. This approach aims to bolster national self-sufficiency, reducing reliance on foreign supply chains, and reshaping global economic dynamics. Its implications are profound

A 3D topographic model of Africa in light, polished material with golden lines representing economic networks, set against a dark background

Africa’s century or just another mirage

Africa’s true size, obscured by Mercator’s colonial legacy, hides a continent brimming with demographic vigour and critical resources. For astute investors, understanding this reality is the first step towards capitalising on Africa’s strategic opportunity

President Donald Trump, dressed in a blue suit and tie, leans toward a microphone while speaking in a dimly lit setting

Trump’s minerals push: A bold move or a pipe dream?

Trump’s new executive order seeks to supercharge domestic minerals production for national security. But will deregulation and financing shifts be enough to break U.S. dependence on foreign resources?