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 | 62 | Founded | 8 months ago | Last Issue | 12 days ago |
| Active | |||||
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vladovivoda.substack.comLatest Issues
The Tungsten Premium
China’s mineral weapon is no longer theoretical. When Beijing throttles critical minerals to Japan, it is not simply disrupting trade. It is demonstrating that industrial dependence can be switched on and off at the point of political press...
The Ugly Middle
The rare earths problem is almost always told as a China story. Beijing dominates separation, refining and magnet-making, so the answer is to build the same capacity somewhere else: more mines, more refineries, more separation lines, more m...
The Energy Transition Is Now a Test of System Coherence
For years, the energy transition was told as a story of technology and targets. Solar would get cheaper. Batteries would improve. Wind would scale. Electric vehicles would spread. Governments would set emissions goals, capital would respond...
The G7 Is Building a Counter-Market
The G7 has put a number on dependence. At Évian on 17 June, the leaders agreed to reduce reliance on any single supplier outside the G7 and its partner countries for rare earths and permanent magnets to below 60% by 2030, with an ambition t...
The Day Outside Time
What the 13-month calendar tells us about power, ancient order, and the fear of the Fool.
There are many ways to govern a civilisation. One can control land, money, energy, food, law, borders, memory and war. But beneath all of them sits s...
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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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