Critical Minerals Weekly Digest

This photo taken on May 2, 2025 shows members of the Kayan New Land Party (KNLP) standing guard near trucks at a China-backed battery metal mine in Pekon township in Myanmar's eastern Shan State.

This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025.

This week’s developments underscore a clear shift in the critical minerals landscape, from fragmented exploration to full-spectrum geopolitical maneuvering. The U.S. is now moving beyond domestic reshoring to external disruption, India is formalizing a global acquisition architecture, and China is tightening the screws on rare earth exports. We are witnessing the emergence of a multipolar minerals order, defined by assertive statecraft, industrial transformation, and resource nationalism.

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by Obert Bore

Most Read

1
Developing Countries’ Debt Servicing Costs to China Are Significant, but Nowhere Near as Much as Other Creditors
2
Uncertainty Roils Minerals Markets
3 From J-10C to Kaan? Indonesia’s Fighter Jet Deal With Turkey Shocks Chinese Military Fans
4 Chinese Scholars See Russia’s Venezuela Strategy as a Model of Hybrid Power Projection in the U.S.’ Backyard
5 Chinese Military Fans Discuss Why Indonesia Bought Rafale Instead of J-10C
6
Indonesia Goes Nuclear, Taps China and Russia for Modular Reactors

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