Critical minerals, energy development, and ports across Central Asia, South Asia, and Latin America — shaped by U.S.–China competition.
We analyze lithium, copper, rare earths and hydrocarbons across Central Asia, South Asia and Latin America. Our research maps assets, stakeholders and supply chains to assess commercial viability, ESG risks and geopolitical exposure.
From deep‑water terminals to inland dry ports and rail links, we evaluate throughput, financing structures and strategic control in key corridors shaping Indo‑Pacific and trans‑Americas trade.
We track how policy, financing and corporate moves by Washington and Beijing shape access to critical resources and infrastructure, identifying leverage points and partnership opportunities.
Independent research and advisory on critical minerals, energy development and ports connecting on-the-ground realities with geopolitics.
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