Players/The Mineral Floor

Resource Nationalism

The Immune Response — Negotiating the Tax Rate of Exploitation

Export Ban wave: Zimbabwe (raw lithium Dec 2022, all raw minerals Jan 2026 — forced Huayou $300 million processing plant). Namibia (unprocessed minerals 2023).

Also in The Mineral Floor

The Mineral Map30% of Global Reserves, Near-Absolute Monopoly in China BRI + Russia Africa CorpsTwo Extraction Models, One Structural OutputThe Human Cost & Conflict Minerals255,000 Artisanal Miners, 40,000 Children, $1-2/Da
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