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European critical raw materials strategy faces major supply challenges

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June 2, 2026

Indonesia critical minerals ambitions face supply chain risks

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June 2, 2026

India critical minerals investment must accelerate to secure supply chains

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June 2, 2026

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Australian critical minerals deposits and mines map showing locations across Australia

Australian critical minerals drive expands project pipeline

Australian critical minerals projects are being promoted as a secure and investable supply pipeline for the global energy transition, according to a new government prospectus. Australia is positioning itself as a secure and reliable supplier of materials essential for the energy transition, highlighting 78 investment-ready projects across the critical minerals value chain in a new government-backed prospectus. The projects span […]

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Mining corridors key to Africa’s critical mineral supply chains

This report examines how mining corridors across Africa could unlock the continent’s vast critical mineral resources, strengthen supply chain resilience and reshape global access to energy transition materials. This report argues that corridor-based infrastructure linking mines to rail, ports, power and processing hubs is the most effective way to bring Africa’s critical mineral wealth to global markets. Using the US-backed […]

South Africa hydrogen production sites linked to platinum group metals resources

Platinum group metals emerge as hydrogen’s strategic bottleneck

Platinum group metals are emerging as a critical constraint on the expansion of the global hydrogen economy due to their essential role in electrolysers and fuel cells. South Africa, which dominates global PGM reserves and production, holds a potential strategic advantage in supplying materials required for hydrogen technologies. The report highlights how this resource position could support industrial development, export […]

Australian lithium exports by product and value, 2016–17 to 2026–27

Australian critical minerals outlook strengthens despite price volatility

The Australian critical minerals sector is set to strengthen over the medium term, supported by rising export earnings from rare earths, manganese and cobalt, even as prices for some mineral sands remain under pressure. New international financing frameworks and project investment are expected to underpin supply growth across multiple strategic minerals. While zircon and ilmenite prices have weakened due to […]

Projected growth in critical minerals supply chains demand for copper lithium nickel cobalt and rare earths

Critical minerals supply chains and the race to secure an energy transition

Critical minerals supply chains are becoming a defining constraint on the pace, cost, and resilience of the energy transition. This report maps where supply is most concentrated across mining vs refining, why policy activity has surged since 2020, and what producer–consumer dialogue can do to reduce volatility and disruption risk. It also highlights how AI is improving mineral exploration outcomes […]

European critical minerals and the EU Critical Raw Materials Act

European critical minerals at the heart of EU electrification and strategic autonomy

Europe’s push for electrification as the backbone of its decarbonisation strategy is reshaping the debate on European critical minerals and strategic autonomy. This paper argues that while electrification reduces fossil-fuel dependence, it simultaneously deepens reliance on critical raw materials, clean-tech supply chains and digital infrastructure. The result is a new energy–digital vulnerability nexus that EU policy is only beginning to […]