G3Strat | Geopolitical Analysis and Research’s Post

In the Fall of 2022, we convened a group of 16 Kazakh and U.S. experts to discuss and conduct research on issues that will shape Kazakhstan's future. They worked in groups to design and conduct policy-oriented research. Check out our first report by Madina Junussova Zarina Adambussinova and Alexander Diener on decarbonization and its impacts on mining towns. The report, which is based on fieldwork in Zhanaozen and Ekibastuz, points to three potential scenarios for the future of mining regions and towns (zero scenario, rapid transition and slow transition). The Kazakhstan Futures Program is supported by the U.S. Embassy in Kazakhstan, Public Affairs Section. https://lnkd.in/eESy5c64

🇰🇿 🇺🇸 Kazakhstan seeks U.S. support and investment 🇺🇸🇰🇿 During a visit to the United States on March 1st, Kazakhstan’s Minister of Industry and Construction, Kanat Sharlapaev met David Applegate, director of the U.S. Geological Survey (USGS), to discuss expanding bilateral cooperation regarding mineral deposits in Kazakhstan. The key aims of future collaborations are: 💰 attracting investment in geological exploration, mining, and the processing of rare and rare-earth metals, 📈 facilitating Kazakhstan’s integration to the global market through cutting-edge technologies and expertise. https://lnkd.in/eXnh2eft

At this week's Foreign Investors' Council (FIC) under the President of Kazakhstan, President Kassym-Jomart Tokayev discussed his country's 4,500 unique mineral deposits, and aims to establish one of the world’s most efficient and transparent regulatory systems for the exploration and extraction of these resources. "According to the President, global investors such as Rio Tinto, Fortescue, HMS Bergbau AG, Kratos Resources, Cove Capital LLC have already entered the Kazakhstani market." Over the past six years, private sector investments in geological exploration have surpassed $1 billion. Nearly 1.6 million square kilometers of Kazakhstan’s territory is open for geological research, President Tokayev highlighted. https://lnkd.in/e5cgy565 #Kazakhstan #UnitedStates #C5+1 #Mining #CriticalMinerals #CoveCapital #KazResources #DepartmentofState #DepartmentofCommerce

Exploring Namibia's Mining Potential 🇳🇦 The Namibia case study unpacks: (1) An inventory of critical minerals in Namibia (including known deposits and highly prospective regions). (2) Key investment dynamics for in-country financing. (3) Macroeconomic considerations shaping the sector. (4) The legal framework for international mining investment into Namibia (5) Business networks, value chains, ESG considerations, opportunities for responsible investment and much more. This comprehensive resource brings together the expertise of geologists, bankers, lawyers, and other mining specialists to create a single point of access to critical information for an international audience. It’s designed to be the starting point for any entity looking to deploy significant capital into Namibia’s thriving mining sector. I’m proud to have contributed to creating a resource that opens up Namibian mining opportunities for global investors. #Mining #Investing #Namibia #CriticalMinerals #MiningFinance #InternationalInvestment

Did you know that Kazakhstan has become one of the key players on the global map of critical raw materials, essential for the development of modern technology and economy? 🌏 In our latest blog article "Kazakhstan: the sesame of critical minerals," we explore how this Central Asian country, which has reserves of 19 of the 34 critical raw materials important to the European Union, is changing the rules of the global market. 🔗 https://lnkd.in/dBAUAftZ You'll discover why Kazakhstan's strategic geographic location and natural wealth make it a magnet for investors from all over the world, including Polish companies, which have already had the opportunity to take part in a mission and presentation at the MINING WEEK event in Karaganda. 💼 Learn how Kazakhstan is becoming a promising area for the development of the mining and processing sector as it prepares for extensive geological exploration and introduces attractive tax breaks. And also what opportunities for cooperation and investment it offers to Polish companies thanks to the support of the Foreign Expansion Fund, among others. We encourage you to read the article to understand how both Poland and Kazakhstan, using their experience, potential and common historical conditions, can together build new strong economic and investment ties. 🤝 #expokatowice #miningweek #Kazachstan #investments #ptechnology #industry #mining

🪨 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐀𝐟𝐫𝐢𝐜𝐚𝐧 𝐌𝐢𝐧𝐢𝐧𝐠 𝐒𝐞𝐜𝐭𝐨𝐫 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 10 𝐂𝐚𝐬𝐞 𝐒𝐭𝐮𝐝𝐢𝐞𝐬! Over the past few months, AfricaMaVal has published 10 detailed case studies from various African countries. These studies dive deep into the #mineral landscape, shedding light on the unique economic and political contexts, along with the challenges each country faces. 🔍 Whether you’re a professional in the #mining industry, a researcher, or simply curious about Africa’s mineral wealth, these case studies offer valuable insights. They provide a deeper understanding of the continent’s mining sector, helping you navigate the complexities of each country’s unique environment. 👉 Explore the reports now on the AfricaMaVal website: https://lnkd.in/ePKaf--c BRGM | DMT GROUP | LNEG | Minerals Africa Development Institution MADI | Federal Institute for Geosciences and Natural Resources (BGR)

Political geology. It is impossible to talk about #mining without talking about the political and geopolitical implications of the industry. There is no choice where to put a mine, which needs to be wherever reserves are found. Some aspects of how political geology plays out: 🎉 #criticalminerals - geopolitics writ large, with looming supply shortfalls of the minerals we need for the #energytransition. China has been very disciplined in growing dominant mining and refining positions, the US/EU/UK are playing catchup. Saudi Arabia and the UAE are positioning themselves as a third option, neither east nor west, but with deep pockets, geographic centrality and a strong interest in growing their footprints 🎉 cartels - time will tell whether cartel-like approaches become dominant for certain minerals. Indonesia, a #nickel superpower, has talked about the possibility of a cartel. The Saudi’s and UAE have experience in this space 🎉 precious metals like #gold aren’t considered critical minerals, but they underpin economic security in real ways. As with critical minerals, those who have gold and those who want it drive dynamics 🎉 internal politics across many countries also affects how mining is evolving, ranging from permitting rules through to anti-mining focus in some places Artisanal mining hasn’t been central when talking about political geology, but this is changing. With 45 million miners spread over Africa, Latin America and Asia, the sector is a strategic source of critical minerals and of precious metals. Formalization multiplies supply while delivering social gains, making #asm an important opportunity for bridging critical minerals supply gaps while also improving local economies and multinational value chains. Focus on ASM will continue to increase significantly as opportunities are delivered. The Blended Capital Group and our partners are committed to reimagining outcomes in artisanal mining. The combination of productivity and social gains is commercially realistic for #mininginvestment and #impactinvestment. The political and geopolitical benefits of focusing on the sector are clear. Reach out to discuss and learn more. Alliance for Responsible Mining (ARM) Levin Sources BanQu Inc. Napier Meridian #sdgs #netzero #financialsecurity #energysecurity #responsiblemining #asgm #sustainablemining #sustainabledevelopment #geopolitics

Zambia is setting its trajectory on mining sector

It would be amazing if this data would be made open source and accessible, such has been missing for so long and the benefits would be many. Makes you wonder how we have been coping since the last time such a survey was conducted in the 1970s. There is a real need for the country and government to push for a data first approach even as we conduct business.

South Africa simply must get mineral exploration going again at pace