Analysis of critical mineral supply chains across frontier markets, with a focus on strategic competition, resource security and implications for global energy and technology sectors.
The race between the UAE and Saudi Arabia will define who sets the Gulfโs digital standards and who becomes its technological gatekeeper. Abu Dhabi's position is already well established, but Saudi Arabiaโs Vision 2030 ambitions are fast catching up, setting the stage for a Gulf-wide AI rivalry.
After three decades of cyclical violence, the recent DRC-Rwanda accord signaled not only hope for regional stability, but a new U.S. diplomatic approach driven by commercial ambition.
Critical minerals, from lithium and cobalt to rare earth elements, have become the backbone of modern industries, powering everything from defense systems to electric vehicle batteries. In todayโs fractured geopolitical landscape, they represent more than resources: they are leverage.
The recent peace deal between the Democratic Republic of Congo (DRC) and Rwanda, known as the Washington Agreement, could unlock major economic opportunities in eastern Congo, particularly in the mining and infrastructure sectors. But serious challenges remain.