Rising geopolitical tensions, intensifying competition for critical minerals and the accelerating breakdown of the postwar global order were some of the key themes at the Vancouver Resource Investment Conference (VRIC) in late January, as investors grappled with what a volatile world means for capital, commodities and security of supply. In a wide-ranging panel moderated by Jesse Day, legendary mining financier Frank Giustra joined retired US Army Colonel Douglas Macgregor and geopolitical analyst Dr. Pascal Lottaz to examine flashpoints from Iran to Greenland, and why resource investors can no longer separate geopolitics from the metals that underpin modern economies. Giustra, president and CEO of Fiore Group and co-chair of the International Crisis Group, opened the discussion by warning that tensions with Iran are approaching a critical threshold, driven by competing US and Israeli objectives. “Israel would like to see Iran taken out as a major regional power,” Giustra said. “The US…
