Geopolitical Mining
Eduardo (Ed) ZamanilloIn a world where China sets midstream speed, the West is finally competing for time: faster permitting, coordinated finance, and market design. Here’s the architecture—and the projects—that turn policy rhythm into supply.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 8 months ago | Last Issue | 4 months ago |
| Active | |||||
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edzamanillo.substack.comLatest Issues
Welcome to the Era of U.S. Geopolitical Mining
Welcome to the Era of U.S. Geopolitical Mining
Opening of the Critical Minerals Ministerial. What the United States Just Put on the Table
The Trump administration has moved from diagnosing critical minerals risk to proposing a full arc...
From Endowment to Irrelevance: Venezuela and the Politics of Mineral Capacity
Venezuela’s Mining Paradox: Why Resource Endowment Didn’t Become Mineral Power
In 1956, The New York Times ran a confident headline: Venezuela had discovered ore deposits that could rival oil in importance. Nearly seven decades later, t...
When Materials Became Strategy (3/3)
When substitution becomes a performance tax
Parts 1 and 2 built the map: the physical layer has returned, and conversion capacity is the real valve. Part 3 is the consequence.
In a system where conversion is concentrated and timelines...
When Materials Became Strategy (2/3)
Why dependency persists even when new mines are announced
A new mine gets announced and the headlines follow the familiar script: a future supply boost, a strategic win, a step toward resilience.
Then, two years later, the same system...
When Materials Became Strategy (1/3)
Why “critical minerals vulnerability” is only the surface story
Over the past few days, something has stood out in the feedback we’ve received from engineers, miners, and resource specialists: a quiet relief that someone is acknowledgi...
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Authors
The writers behind this newsletter.
This Substack includes working drafts and early-stage notes. For our most up-to-date analysis and published pieces, Marta Rivera and I post primarily at geopoliticalmining.com.
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