The Age of Critical Minerals in the Americas

Are we entering a new megacycle of capital investment for critical minerals, or will persistent headwinds stall the energy transition?

As electrification drives unprecedented demand for resources like copper and lithium, the Americas are experiencing a fundamental recalibration in mining investments. In this episode, Shaheen Chohan joins metals & minerals experts Joe Govreau (Sr. VP of Research Operations - Metals & Minerals) and Renzo Castillo (Assistant VP of Research - LATAM Metals & Minerals) to unpack the shifting policy landscape across the U.S. and Latin America. They explore how strategic supply chain agreements, permitting bottlenecks, and a growing preference for brownfield expansions are reshaping capital flows and resource security.

Key Insights Covered:

• The impact of sweeping U.S. policy initiatives and the FAST-41 program on domestic mining projects.
• Why Argentina is rapidly emerging as a dominant force in the global lithium triangle.
• The strategic shift toward mine life extensions, optimizations, and M&A activity over greenfield developments.
• How political and regulatory uncertainty continues to challenge project execution across Latin America.