EV Batteries

Energy Geopolitics

Ontario’s Ring of Fire exposes the energy transition’s central contradiction

Meeting EV battery demand requires releasing gigatonnes of stored carbon while China controls 60% of critical mineral refining by 2030.

8 min read ·
Breaking Geopolitics Markets

5.0 Earthquake Near China Battery Hub Highlights Supply Chain Vulnerability

Moderate seismic event in Guangxi underscores fragility of EV production concentrated in southwest China.

7 min read ·
Energy Geopolitics

Colombia bombing wave threatens nickel and cocaine supply chains as FARC dissidents escalate infrastructure attacks

Coordinated explosives killed 14 civilians in southwestern Colombia, part of 26 attacks in 48 hours that expose critical vulnerabilities in EV battery and narcotics supply networks.

7 min read ·
Energy Geopolitics

U.S. Firm Secures Congo Cobalt Mine in Strategic Win Against Chinese Dominance

Virtus Minerals' $750 million Chemaf acquisition marks Washington's first major operational foothold in critical minerals, but structural challenges remain.

8 min read ·