Vlado Vivoda, PhD
Strategist of critical minerals statecraft. Exploring how minerals, markets, and power shape the new global order.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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vladovivoda.substack.comLatest Issues
The New Rare Earth Bargain: What Arafura’s Nolans FID Actually Tells Us
On 21 May 2026, Arafura Rare Earths’ board approved development of the Nolans neodymium-praseodymium (NdPr) project in the Northern Territory, more than two decades after the deposit was first delineated. Construction begins in September, w...
When Narrative Becomes Procurement
Something has changed in how capital reads the state. Subscription newsletters now package defence awards, congressional votes, budget language and procurement notices as tradable signals. The aesthetic is intelligence-desk cosplay—dossiers...
AI Is Eating the Grid
The AI boom is no longer confined to software markets. It is beginning to reshape the structure of the electricity industry itself. The proposed NextEra–Dominion merger in the United States is a signal that artificial intelligence may be pu...
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Twenty-four men, two flags, one missing principle.
I counted 24 visible men in the image. If each seat around that table had an equal chance of being occupied by a man or a woman, the probability of producing an all-male room by chance wou...
Knowledge Vortex: When AI Eats Academia
There are moments when a lawsuit is more than a lawsuit. It becomes a map of the system underneath. The proposed class action filed on 5 May 2026 by Elsevier, Cengage, Hachette, Macmillan, McGraw Hill and author Scott Turow against Meta and...
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Authors
The writers behind this newsletter.
I analyse how energy, minerals and infrastructure systems shape power in a fragmenting global order, where control lies not in resources alone, but in the capacity to integrate and sustain coherence across tightly coupled systems.
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