Miners: The US Protectionism Play
Nationalization is both a risk abroad and a form of protection at home.
Contents: (1000 words)
The Last 3 Years of International Risks
Emerging U.S. Strategy
Foreign Mercantilism and Its US Mirror
Supply Chains and Security
Market Implications
Toward Critical Designation
A New Environment for Miners
Appendix: Sibanye‑Stillwater
The Flip Side of Nationalization
The Last 3 Years of International Risks
Over the past three years, one of the consistent drags on metals has been the heightened risk of international confiscation or nationalization. American mining companies operating abroad face a series of pressures that undermine their productivity.