2025 put mining & metals at the heart of geopolitical competition. In 2026, the sector faces a decision: Be a pawn or a player in a business cycle and environment structurally driven by a geopolitical race for mineral security and national power.

There is a tendency to think of data as generic, especially when it is vast, but the uniqueness of mineral data makes it the ultimate non-commodity, primed to take advantage of AI.

The mining & metals sector, long perceived by the broader markets as an old-fashioned heavy industry, is embracing technological innovation and new forms of partnership as it seeks to harness productivity growth and the energy transition.