Key Currents — Minerals, Grids and the Repricing of Physical Constraints

Week of 2026-10-12 to 2026-10-18

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

critical minerals and resource nationalism, electricity grids, industrial automation, soft commodities, shipping and trade routes

Keywords: critical minerals, rare earths, resource nationalism, electricity grid, data centres, industrial automation, AI in manufacturing, cocoa prices, coffee, food inflation, shipping, freight rates, supply chain resilience

Key Currents — China's Five-Year Plan, Washington's Debt Math, AI's Power Hunger, and the Minerals Race

Week of 2026-10-05 to 2026-10-11

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

industrial policy, sovereign debt, AI energy demand, critical minerals, climate finance, global trade, geopolitics, supply chains

Keywords: China Fifth Plenum, Fifteenth Five-Year Plan, overcapacity, IMF World Bank Annual Meetings, sovereign debt, Common Framework, AI data centers, electricity demand, PJM capacity auction, critical minerals, rare earths, cobalt, DRC, Critical Raw Materials Act, COP31, climate finance

Key Currents — Rare Earths, the AI Power Crunch, Europe's Mercosur Gamble and Africa's Lobito Corridor

Week of 2026-10-05 to 2026-10-11

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

critical minerals, energy transition, electricity grid, international trade, agriculture, supply chains, industrial policy

Keywords: critical minerals, rare earths, price floors, AI data centres, electricity demand, grid capacity, EU-Mercosur, trade policy, deforestation, Lobito Corridor, copper, cobalt, supply chain de-risking, small modular reactors

Key Currents — Navigating Global Supply Shifts, AI Governance, and Arctic Futures

Week of 2026-09-28 to 2026-10-04

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

Economy, Technology, Geopolitics, Environment, Finance, Trade, Governance, Industry

Keywords: semiconductor supply chain, AI governance, public sector AI, emerging markets debt, green bonds, Arctic shipping, geopolitical tensions, climate change, technological sovereignty, ethical AI, sustainable finance, international trade, supply chain resilience, algorithmic bias, cyber security, ESG investment

Key Currents — Navigating Global AI Governance, Critical Mineral Shocks, and Biotech Frontiers

Week of 2026-09-21 to 2026-09-27

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

Énergie, Technologie, Afrique, Industrie, Politique française

Keywords: crise énergétique, GNL, prix du carburant, Arabie Saoudite, Iran, intelligence artificielle, IA, régulation IA, cybersécurité, géopolitique, Burkina Faso, souveraineté, développement endogène, industrie automobile, British Steel, Chine, France, tensions sociales, loi présomption d'usage des armes, coupes budgétaires, santé mentale, pouvoir d'achat

Key Currents — AI Governance, Green Steel, and Digital Currencies Reshape Global Dynamics

Week of 2026-09-14 to 2026-09-20

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode

Crise énergétique, Géopolitique Moyen-Orient, Régulation de l'IA, Éthique de l'IA, Politique budgétaire française, Pouvoir d'achat, Corruption au Brésil, Stabilité politique africaine, Innovation sociale en Afrique, Crise humanitaire

Keywords: géopolitique, pétrole, Iran, Yémen, Houthis, intelligence artificielle, IA, régulation IA, sécurité IA, budget 2027, pouvoir d'achat, France, réformes sociales, fraude bancaire, Brésil, Cour Suprême, Afrique, développement, Mauritanie, Niger, aide humanitaire, innovation, économie mondiale

Key Currents — Navigating AI Governance, Lithium Shocks, and Green Tech Frontiers

From 2026-09-07 to 2026-09-13

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode: Conflits Géopolitiques, Marchés Énergétiques, Élections Européennes, Montée de l'Extrême Droite, Impact de l'Intelligence Artificielle, Transformation du Travail, Développement Africain, Souveraineté Économique, Infrastructures Numériques

Keywords: géopolitique, Moyen-Orient, Iran, États-Unis, pétrole, détroit d'Ormuz, Allemagne, extrême droite, AfD, Saxe-Anhalt, intelligence artificielle, IA, data centers, emploi, éthique IA, robotaxis, Afrique, Ghana, Burkina Faso, développement, souveraineté financière, infrastructures, numérique, climat, élections

Key Currents — Global Shifts: Lithium Scramble, AI Regulation, & Agri-Tech Boom

From 2026-08-31 to 2026-09-06

Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.

In this episode: Crise énergétique mondiale, Impact de l'IA sur le travail et la société, Catastrophes climatiques et adaptation, Tensions politiques européennes et enjeux sociaux

Keywords: géopolitique, énergie, Iran, Venezuela, pétrole, gaz, IA, intelligence artificielle, emploi, éthique, cybersécurité, climat, catastrophes naturelles, Népal, inondations, agriculture, sécheresse, Europe, populisme, élections, grève, politiques sociales, France, Allemagne, Islande, Afrique, Moyen-Orient