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Is Venezuela a Critical Minerals Target?

Venezuela sits on sizable gold resources—but geology alone doesn’t make a minerals power. With nationalization, informal mining, and deep governance risks, do minerals factor into U.S. strategy at all, or remain largely irrelevant?

Critical Questions by Gracelin Baskaran — January 5, 2026

Why Did the United States Seize a Venezuelan Oil Shipment?

By itself, the U.S. seizure of a Venezuelan oil cargo won’t rattle oil markets. But it likely signals a new commitment to sanctions enforcement that will complicate “shadow fleet” operations and ratchet up the pressure on Maduro to step aside.

Critical Questions by Clayton Seigle — December 12, 2025

Stabilizing Cobalt Markets: A Price Floor for U.S. Minerals Security

U.S. cobalt security is threatened by severe price volatility driven by PRC oversupply, which has pushed Western mines—including the only U.S. cobalt mine—offline. The United States should use a price floor for strategic projects needed for national and economic security.

Brief by Gracelin Baskaran and Meredith Schwartz — December 10, 2025

Experts React: Progress and Setbacks at COP30

COP30 showcased noteworthy progress while exposing persistent roadblocks in global climate diplomacy. CSIS experts react to the conference’s most significant outcomes and their implications for the future of climate, energy, health, development, and the COP process at large.

Commentary by Leslie Abrahams, Jane Nakano, Noam Unger, J. Stephen Morrison, Katherine E. Bliss, Mathias Zacarias, Ray Cai, and Alexis Burns — November 25, 2025

What’s in the New U.S.-Saudi Minerals Agreement?

The U.S.-Saudi minerals partnership marks a realignment in global supply chains—pairing Saudi Arabia’s vast heavy rare earth reserves with significant U.S. investment to build a mine-to-magnet pathway that directly reduces China’s leverage and strengthens allied security.

Critical Questions by Gracelin Baskaran — November 19, 2025