Resource Nationalism

Energy Geopolitics

Indonesia Locks Down Palm Oil, Coal, and Nickel Exports in Triple Supply Clampdown

The world's dominant supplier of three critical commodities centralizes export control under state management, threatening simultaneous disruption to food, energy, and EV manufacturing supply chains.

7 min read ·
Energy Geopolitics

DRC Cobalt Quotas Expose Structural Limits of US Mining Counter-Strategy

While Washington acquires mines, Beijing controls the processing infrastructure that transforms ore into batteries—a dominance built through 20 years of patient integration.

9 min read ·
Energy

Lithium Triangle Splits Three Ways as Milei Opens Argentina, Chile Nationalizes, Bolivia Stalls

Political shifts across South America's battery belt are creating divergent investment regimes just as EV demand reshapes global supply chains.

9 min read ·