Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Australia critical minerals 2026: lithium, rare earths, and the IRA-aligned offtake
How Canberra is repositioning Greenbushes, Pilgangoora, and Lynas inside a US friend-shoring perimeter, and what trade analytics teams should model.
Australia entered 2026 as the indispensable upstream partner for an Inflation Reduction Act supply chain that wants to detach from China without admitting how dependent it remains. Spodumene from Greenbushes and Pilgangoora, separated rare earths from Lynas, and a thickening pipeline of nickel sulfate and refined copper now sit at the cen...
Greenland and Nordic Critical Minerals 2026: Rare Earths, Geopolitics, and Environmental Constraint
How Greenland's REE deposits, Sweden's Norra Karr restart, Norway's seabed cycle, and Finland's battery cluster reshape Western supply security under the EU Critical Raw Materials Act.
The Nordic and Arctic basin has moved from peripheral curiosity to the centerpiece of Western critical minerals strategy in 2026. Greenland's Kvanefjeld and Kringlerne deposits are shaped by US security ambitions, Danish sovereignty calculus, and Inuit environmental veto power. Sweden's Norra Karr permit revival, Norway's contested seabed...