PREMIUM CONTENT

Critical minerals trade faces rising restrictions and growing supply-chain fragmentation
Critical minerals trade has entered a more strategic and interventionist phase as clean energy, electrification, digitalisation and defence increase demand for lithium, cobalt, nickel, copper, graphite and rare earth elements. Supply remains highly concentrated across mining, refining and advanced manufacturing, leaving many economies dependent on a small number of producers and processors. Since 2020, nearly 100 new export measures have […]
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Future of mining shaped by critical minerals, recycling and AI adoption
The future of mining will depend on how successfully the industry balances rising mineral demand with supply security, environmental performance and social responsibility. Electrification, defence spending, AI infrastructure and data-centre expansion are increasing demand for copper, lithium, nickel and rare earth elements, while export controls and resource nationalism are tightening access to strategic resources. New deposits are also becoming deeper, […]
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Mongolia critical minerals could unlock higher-value growth but infrastructure gaps remain
Mongolia critical minerals could provide a major new source of copper, lithium, rare earth elements, tungsten, uranium, fluorspar, graphite and nickel as global demand rises across batteries, electricity networks and renewable technologies. The country holds around 61.4 million tonnes of copper resources, alongside substantial coal, iron ore and rare earth deposits, but remains concentrated in the upstream stages of the […]
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World mineral production shifts as battery metals expand and strategic minerals decline
World mineral production is being reshaped by rising demand for batteries, energy storage, nuclear power and advanced manufacturing. Lithium output increased by 208% between 2020 and 2024, while cobalt mine production rose by 103% and mined nickel by 53%. Chromium and uranium also recorded strong growth, supported by stainless-steel demand and renewed interest in nuclear energy. However, several strategically important […]
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Rare earth elements from coal waste could strengthen US mineral supply
Rare earth elements from coal waste offer Pennsylvania an opportunity to convert a major environmental liability into a strategic source of critical minerals. Coal ash can contain commercially relevant concentrations of rare earths, while recovery avoids much of the lengthy mine-development process associated with conventional deposits. The report examines extraction through acid leaching, selective precipitation and further separation, alongside opportunities […]
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Brazil critical minerals offer major potential but face regulatory and infrastructure risks
Brazil critical minerals could become an important foundation for more diversified and resilient global supply chains, supported by major reserves of rare earths, niobium, graphite, lithium and nickel. The report assesses 16 projects across six risk dimensions, showing that project value depends as much on governance, licensing, infrastructure and social acceptance as on geological quality. Brazil holds approximately one-fifth of […]
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MARKET INSIGHTS

US critical minerals funding expands domestic supply chain
US critical minerals funding receives a major boost with the Department of Energy announcing (14 November) USD 355 million to

Canada critical minerals investment surges from Indo-Pacific partners
Canada critical minerals investment is rising fast, led by Indo-Pacific capital targeting potash, lithium and copper to secure energy-transition supply

Australia’s critical minerals rebound as lithium prices strengthen
Lithium’s mid-year recovery is reviving Australia’s critical minerals industry, lifting export earnings and renewing investor confidence in supply-chain resilience. After
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