Geostrategic Daily

The Northern Miner · 16 September 2026

Podcast: The geopolitics of mining in the Sahel and Myanmar, ft Critical Risk Team’s George McLeod

Critical Risk Team partner George McLeod discussed recent developments in Africa’s Sahel region and Myanmar with host Adrian Pocobelli. McLeod described unexpected players operating in Burkina Faso, Mali and Niger and shifting geopolitical dynamics affecting mining companies. He also examined Myanmar’s role as a major producer of heavy rare earths and the evolving India-China relationship in the rare earths sector.

Why it matters: This matters for the geopolitics of mining theme because it links geopolitical dynamics in the Sahel and Myanmar to risks for mining companies and rare-earth supply.

critical minerals · great power rivalry

Record

Source
The Northern Miner (tier 1)
Published
16 September 2026
Link
https://www.northernminer.com/news/podcast-the-geopolitics-of-mining-in-the-sahel-and-myanmar-ft-critical-risk-teams-george-mcleod/1003894878/
Content depth
partial
Regions
asia-pacific, europe-eurasia-mena, sub-saharan-africa
Subregions
sahel, china, south-asia
Actors
China, India
Edition
2026-09-17

Grounding

Verbatim spans from the source text that support the summary above.

unexpected players he sees operating in Burkina Faso, Mali and Niger
shifting geopolitical dynamics are affecting mining companies
Myanmar, a major producer of heavy rare earths