X-twitter Linkedin Youtube

Energy transition reshaping demand for Australian critical minerals

Critical minerals bottleneck: Europe’s clean-power ambitions hinge on a handful of suppliers

Can shipping meet the energy transition challenge?
PREMIUM CONTENT
supply-demand

Bridging the Critical Minerals Gap by 2030

This analysis finds Europe and North America face sizable gaps between local supply and demand for key critical raw materials (copper, lithium, nickel, manganese, graphite, rare earths) by 2030—especially acute in Europe, where local supply for several materials covers <20% of demand in the base case. The report quantifies how a mix of supply-side (new/expanded sites, primary-supply innovations like DLE […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
minerals-discussion

ADB critical minerals & the energy transition: 2024 conference takeaways

Proceedings from ADB’s 2024 Regional Cooperation & Integration conference (Ha Nou, 15–17 Oct) synthesize how Asia–Pacific can scale reliable, diversified, and responsible critical-mineral supply chains for the clean-energy transition. The report highlights policy harmonization, ESG standards, trade and data transparency (including the WTO–ADB Critical Minerals Database), and blended-finance facilities to de-risk investment and move beyond raw extraction into value-added processing. […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
resources-and-energy-quarterly-september-2025

Australia’s critical minerals sector rebounds as lithium prices recover

Stronger lithium demand and renewed investment are reviving Australia’s critical minerals sector after a year of sharp price corrections. Australia’s critical minerals sector is regaining momentum following a turbulent 2024 marked by falling prices and production cutbacks. Lithium markets are stabilising, with spodumene and lithium hydroxide prices up nearly 70 % and 20 % respectively since mid-year as demand strengthens […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
canada

Canada’s critical minerals attract record Indo-Pacific investment

Foreign investment in Canada’s critical minerals has surged, led by Australian and Chinese firms — reshaping supply chains across the Indo-Pacific region. Canada has emerged as one of the world’s top destinations for critical mineral investment from Indo-Pacific economies. Between 2020 and 2024, two-way investment flows in the extractive sector soared to C$27 billion — a fivefold increase over the […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
America-strategy

U.S. critical minerals strategy: policy incentives to replace China’s processing grip

The paper argues the U.S. must secure the midstream—refining and processing—not just new mines. It lays out policy levers (regulatory streamlining, demand guarantees such as offtake and price floors, targeted tax credits) to crowd in private capital and reduce China exposure. For analysts, the investable theme is domestic processing build-outs (refining, magnets, battery materials) supported by public incentives and allied […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
transition

UN guidance for action on critical energy transition minerals

This UN guidance distills seven principles and actionable steps to build responsible, resilient critical-minerals supply chains—centering human rights and due diligence (incl. FPIC), robust environmental safeguards (tailings, water, biodiversity), transparency/anti-corruption, and local value-addition. It compiles relevant standards and case studies into a practical playbook for governments, investors, and companies—useful for compliance, sourcing risk, and permitting across CETMs. Source: United Nations […]

This report is for subscribers only
Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Get instant access to our online library. Cancel anytime.

FREE TRIAL

Already a subscriber ? Log in

Read More »
MARKET INSIGHTS
Load More
UPCOMING EVENTS

FREE 30-DAY TRIAL

Start with a FREE 30-day trial and then save up to 22% with an annual subscription. Cancel anytime.

FREE TRIAL
CRITICAL MINERALS TRENDS
Load more