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Can shipping meet the energy transition challenge?

Bridging the Critical Minerals Gap by 2030

ADB critical minerals & the energy transition: 2024 conference takeaways
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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 […]

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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 […]

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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 […]

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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 […]

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resource-nationalism

Resource Nationalism 2.0: Why Policy Matters More Than the Mineral

This Oxford TIDE working paper argues that outcomes in critical minerals hinge less on geology and more on policy design—from SOEs and export bans to local content rules—embedded in a holistic industrial strategy. Drawing on cases like Chile (copper/lithium), Indonesia (nickel), Zimbabwe (lithium) and the DRC (cobalt), the authors show how success requires technology foresight, inclusive governance, and strong environmental […]

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Kazakhstan

Kazakhstan’s Critical Minerals Hub: The AIFC Pathway to Investment

Kazakhstan positions itself as a critical-minerals investment hub—leveraging large endowments (uranium, copper, REEs, lithium) and the AIFC’s English-law framework, tax incentives, and access to capital—to attract global investors. The report highlights priorities to unlock capital: junior-exploration financing, upgrading reserve/reporting standards, expanding refining/midstream capacity, and strong ESG alignment to de-risk projects and scale supply chains. Source: Astana International Financial Centre (AIFC)

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UPCOMING EVENTS

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CRITICAL MINERALS TRENDS
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