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Geopol Lens
Home
Monthly Strategic Outlook
Strategic Updates
Analysis
GL in Brief
Africa
Americas
Asia Pacific
Europe
Middle East
About
Home
Monthly Strategic Outlook
Strategic Updates
Analysis
GL in Brief
Africa
Americas
Asia Pacific
Europe
Middle East
About
Critical Mineral Competition and Building Processing Capacity
Africa, America, Europe Shaun Barton 03/08/2026 Africa, America, Europe Shaun Barton 03/08/2026

Critical Mineral Competition and Building Processing Capacity

Competition for critical minerals is extending beyond securing mineral deposits towards developing industrial processing capacity and strengthening supply chain resilience.

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Chokepoint or Control Point? Guardians of the Strait.
Middle East, America Shaun Barton 14/07/2026 Middle East, America Shaun Barton 14/07/2026

Chokepoint or Control Point? Guardians of the Strait.

Transit through the Strait is increasingly shaped by the interaction of military, commercial, diplomatic and legal factors.

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Critical Mineral Competition: Restrictions, Disruptions and Resilience
Asia Pacific, America Shaun Barton 11/07/2026 Asia Pacific, America Shaun Barton 11/07/2026

Critical Mineral Competition: Restrictions, Disruptions and Resilience

Japan’s experience highlights that supply chain competition is not only about access to critical minerals but also about the industrial capacity to process and distribute them.

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Before the Battlefield: Industrial Power, Supply Chains and Strategic Resilience
Europe, Asia Pacific, America Shaun Barton 06/07/2026 Europe, Asia Pacific, America Shaun Barton 06/07/2026

Before the Battlefield: Industrial Power, Supply Chains and Strategic Resilience

Competition is not only about hard power and armed forces but also about ensuring countries have the industrial base to sustain military power. Strategic competition is becoming noticeably about resources, supply chains, manufacturing, and energy security that underpin military power.

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Strategic Resources: Critical Mineral Diversification and Emerging Markets 
America, Asia Pacific, Africa Shaun Barton 23/06/2026 America, Asia Pacific, Africa Shaun Barton 23/06/2026

Strategic Resources: Critical Mineral Diversification and Emerging Markets 

Critical minerals are increasingly being viewed as strategic resources linked to industrial, economic, and national security interests.

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The Indo-Pacific’s Strategic Shift: Asia’s Changing Security Environment
Asia Pacific, America Shaun Barton 01/06/2026 Asia Pacific, America Shaun Barton 01/06/2026

The Indo-Pacific’s Strategic Shift: Asia’s Changing Security Environment

The reported deal signed between India and Vietnam for BrahMos supersonic cruise missile systems could be more than an arms transfer.

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Quad-Fiji: Supply Chains, Security, and a Regional Voice
Asia Pacific, America Shaun Barton 29/05/2026 Asia Pacific, America Shaun Barton 29/05/2026

Quad-Fiji: Supply Chains, Security, and a Regional Voice

The Quad-Fiji agreement may indicate the Quad becoming more operational in the Indo-Pacific

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Managed Competition: The U.S.-China Stabilisation Phase
America, Asia Pacific Shaun Barton 18/05/2026 America, Asia Pacific Shaun Barton 18/05/2026

Managed Competition: The U.S.-China Stabilisation Phase

The U.S.-China summit ended without any major outcomes. Instead, the meeting was an assessment of positions on a range of topics, with attempts at stabilisation.

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Financial Chokepoint: Economic Fury Targeting Evasion Systems
Middle East, Asia Pacific, America Shaun Barton 12/05/2026 Middle East, Asia Pacific, America Shaun Barton 12/05/2026

Financial Chokepoint: Economic Fury Targeting Evasion Systems

The U.S. is now targeting Chinese refineries and financial networks associated with the Iranian oil trade.

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Monetised Maritime Chokepoints: How Access is Becoming a Revenue Stream
Middle East, America, Asia Pacific Shaun Barton 25/04/2026 Middle East, America, Asia Pacific Shaun Barton 25/04/2026

Monetised Maritime Chokepoints: How Access is Becoming a Revenue Stream

Chokepoints are becoming revenue streams where access is shaped by demand.

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Controlling the Flow: The U.S. Maritime Enforcement Strategy
Middle East, America, Asia Pacific Shaun Barton 23/04/2026 Middle East, America, Asia Pacific Shaun Barton 23/04/2026

Controlling the Flow: The U.S. Maritime Enforcement Strategy

The specific targeting of vessels signals how the U.S. aims to control maritime space beyond the blockade.

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Pacific Alignment Under Pressure: The U.S., New Zealand, the Cook Islands, and China.
Asia Pacific, America Shaun Barton 13/04/2026 Asia Pacific, America Shaun Barton 13/04/2026

Pacific Alignment Under Pressure: The U.S., New Zealand, the Cook Islands, and China.

The New Zealand–Cook Islands defence partnership coincides with high-level U.S. engagement.

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2025 U.S. National Security Strategy: A Pivot and Regional Reset
America Shaun Barton 13/12/2025 America Shaun Barton 13/12/2025

2025 U.S. National Security Strategy: A Pivot and Regional Reset

The 2025 U.S. National Security Strategy (NSS) marks a structural departure from the post-Cold War American universalist grand strategy.

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