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 | Subscribers | Read | edzamanillo.substack.com |
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Latest Issues
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Welcome to the Era of U.S. Geopolitical Mining
## Welcome to the Era of U.S. Geopolitical Mining
From Endowment to Irrelevance: Venezuela and the Politics of Mineral Capacity
## Venezuela’s Mining Paradox: Why Resource Endowment Didn’t Become Mineral Power
When Materials Became Strategy (3/3)
### When substitution becomes a performance tax
When Materials Became Strategy (2/3)
### Why dependency persists even when new mines are announced
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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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