Thomas Reilly 
Much has been written about the collapse of the post-WW2 world order. Much more will be written about whether a return to fragmentation, de-globalisation and the undermining of trust in global institutions is a deliberate strategy, or is merely collateral damage for the MAGA movement. But what is incontrovertible is that the certainties which have … Read more
In a previous blog, I wrote about the global rise in export restrictions on critical raw materials. In the modern world of greatly increased geopolitical tensions, securing reliable access to critical minerals is becoming a key economic security consideration, vital to the success of the energy transition. However, currently, more than half of energy-related minerals … Read more
As the energy transition gathers pace, the need to access the essential raw materials which underpin it is also accelerating. Some basic statistics evidence this demand: The current and future global demand for transitional metals and minerals offers a potentially huge economic opportunity[iii]. This is particularly the case for Africa, where more than 50% of … Read more