From extraction to integration: Why Europe prefers SEE and Serbian miners with downstream optionality
For most of modern mining history, success was defined by extraction. The ability to discover deposits, define resources, secure permits, build...
For most of modern mining history, success was defined by extraction. The ability to discover deposits, define resources, secure permits, build...
Every mining cycle creates its own mythology. Each decade produces a metal that captures the public imagination, dominates narratives, drives...
There is a misconception that continues to circulate in parts of the mining world, including South-East Europe and Serbia. It is the belief that...
Mining companies in South-East Europe, and particularly in Serbia, are increasingly confronting a shift they did not expect. For years, success...
For decades, the global mining world was structured around a familiar gravitational pull. Early capital was raised in Toronto. Explorers shaped...
For more than three decades, Europe behaved as if mining were something that happened somewhere else. It chose to outsource risk, outsource...
Europe often frames its industrial vulnerability as a resource scarcity issue. Political speeches emphasise “access” to lithium, rare earths,...
Europe’s core industrial economies are increasingly constrained. High and volatile energy prices, dense regulatory frameworks, urban saturation,...
The European Union’s progressive expansion of the Carbon Border Adjustment Mechanism (CBAM) is redefining industrial location strategy. No longer...
The EU’s expansion of the Carbon Border Adjustment Mechanism (CBAM) into downstream manufactured goods represents a structural shift for the...