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 | 69 | Founded | 9 months ago | Last Issue | 8 days ago |
| Active | |||||
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vladovivoda.substack.comLatest Issues
The End of Permissionless Compute
President Donald Trump called data centres “Money Machines” and “LIQUID GOLD” after New York became the first U.S. state to impose a statewide moratorium on large new facilities. His capitalisation was characteristically exuberant, but the...
The Quarry Has Air Conditioning
Anthony Albanese stood up in Sydney this week to deliver a speech titled AI in Australia’s Interests, announcing a new Office of AI inside the Department of the Prime Minister and Cabinet and declaring that Australia will be “the first coun...
Why Stop at 64? FIFA’s Infinite World Cup
A brief departure from my usual terrain, although perhaps not as much as it first appears. I normally write here about the points where energy, critical minerals, myth and statecraft meet, and where the material world reveals deeper pattern...
The Magnet Maker Is the Chokepoint
For years, the Western rare earth debate has concentrated on the ground: who owns the deposits, which country can permit a mine, where the ore will be separated and how quickly production outside China can be expanded. These questions remai...
Australia's Heavy Rare Earths Test
The most contested piece of strategic terrain in Australia right now is not a shipping lane, a northern airbase or a subsea cable. It is the share register of a small Perth-based company most Australians have never heard of. On 2 July 2026,...
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Dr Vlado Vivoda writes about power from the ground up, where critical minerals, energy, industry, myth and statecraft meet, and where the material world reveals deeper patterns.
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