PREMIUM CONTENT
Crisis to cooperation: what can critical mineral exporters learn from OPEC?
As global reliance on critical minerals grows and geopolitical tensions intensify, resource-rich nations are looking to models like OPEC to inform cooperative governance strategies that promote equity, stability, and strategic autonomy. This digest examines how such lessons can be applied to help shape more resilient and equitable critical mineral markets. Source: Kleinman Centrer for Energy Policy
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Developing a Critical Minerals’ Masterplan for effective participation in the electric vehicle battery supply chain
This policy brief advocates for the development of a Critical Minerals Masterplan (South Africa) to articulate a clear vision and set objectives that support national mineral industrial development. The Masterplan should incentivise local value addition, promote research and development in critical mineral processing, recycling, and invest in a skilled workforce, while establishing a stable regulatory framework. Additionally, it calls for […]
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Assessing the policy ecosystems and scaling pathways of direct lithium extraction
This report, part of the Critical Materials program at the Center on Global Energy Policy at Columbia University SIPA, explores the policy ecosystems supporting the development of a newer set of lithium production technologies based on direct lithium extraction (DLE), which involves the selective extraction of lithium ions from subsurface brines. If DLE technologies are scalable and mature, they could […]
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The potential impact of seabed mining on critical mineral supply chains and global geopolitics
The potential emergence of a seabed mining industry has important ramifications for the diversification of critical mineral supply chains, revenues for developing nations with substantial terrestrial mining sectors, and global geopolitics. In this report, the authors present the results of a multi-pronged examination of each of these issues, exploring the likelihood and magnitude of their impacts to better inform planning […]
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MARKET INSIGHTS
Coal used in steelmaking designated as a critical material
U.S. Secretary of Energy Chris Wright announced on May 22 the designation of coal used in the production of steel...
Africa’s role in the global race for critical minerals
The transition to renewable and low-carbon energy sources requires a significant increase in demand for critical minerals, such as lithium,...
Iberia dominates European Hydrogen Bank auction
The European Commission has awarded €720 million across a 10-year horizon to 7 renewable hydrogen projects through the inaugural auction...
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