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News & Insights

23 Feb 2026

The Biggest Buyers and Sellers of US Treasuries in 2025

The UK, Belgium, and Japan were the three largest buyers of U.S. debt from November 2024 to November 2025, each increasing holdings by more than $115 billion. China reduced its U.S. debt holdings by $86 billion over the same period, leading all countries in net selling.

16 Feb 2026

The Custodial Bias of Foreign US Debt Holdings

The entire amount of US Treasuries listed under a particular country’s holdings does not entirely belong to the government of that country or its citizens.

US Treasury Bill

7 Feb 2026

Project Vault: A Geopolitical Intervention

Rare Earths and Critical Minerals have become the new battleground between the US and its allies and China in the global geopolitical arena. Project Vault aims to ringfence the West's strategic minerals industry by diversifying their supply chains and reduce their exposure to China's dominance.

6 Feb 2026

Can Project Vault challenge China’s Critical Minerals dominance?

USA's Project Vault aims to shield American manufacturers from critical mineral supply disruptions and price volatility by setting up a stockpile of the most strategic minerals critical for national and domestic security.

30 Jan 2026

Copper Production Q3 2025

Q3 2025 proved challenging for the global copper industry. Strong demand from electrification and infrastructure met sharp supply-side disruptions.

1 Dec 2025

EU Conflict Minerals Regulation (EU) 2017/821

EU companies have a legal obligation to conduct supply chain due diligence to ensure minerals are sourced responsibly from conflict-free areas.

EU Conflict Minerals Regulation (EU) 2017/821

26 Nov 2025

Due Diligence and Responsibilities in the Mineral Supply Chain

Due diligence in the global mining industry is a risk-management process for companies to identify, prevent, and respond to negative impacts across their supply chains and operations.

Due Diligence Process

20 Nov 2025

Antimony: The metal fuelling global competition

Global Antimony Shortage Is a Ticking Time Bomb for the US Military

Antimony: A Strategic Material

15 Nov 2025

The US Debt Trap

America's national debt has been increasing at an alarming rate causing foreign investors to get nervous about it's sustainability.

US Debt Trap

10 Nov 2025

Gold vs US Treasuries holdings in global Central Bank reserves

Are we heading back to Gold standard?

Gold vs US dollar

20 Sept 2025

Rare Earth Elements & Critical Minerals

Rare Earth Elements are a subset of Critical Minerals

Critical Minerals

10 Oct 2025

Critical Minerals Policies

Factors helping governments in formulating their Critical Minerals Policies

Critical Minerals Trilemma

24 Oct 2025

America's National Debt

America’s national debt has topped $38 trillion and rising

America's National Debt

27 Oct 2025

China's dominance in Rare Earth Elements

China's dominance in Rare Earth Elements was built through strategic long term planning.

China's Rare Earths Dominance

30 Oct 2025

Role of Copper in the global energy transition.

Copper, with its properties as an excellent electrical conductor and a corrosion-resistant metal make it indispensable in the green energy revolution.

Global energy transition

7 Nov 2025

Factors leading to China’s Critical Minerals dominance

China's dominance of the critical minerals industry did not happen overnight. It was a result of careful long term strategic planning by the Chinese government across the supply chain spectrum.

China dominates the Critical Minerals industry
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