Critical Minerals Market Intelligence & Reports

Critical minerals investment rebounds as lithium and graphite projects advance

David Callanan
September 18, 2026

Lithium mining in Australia faces environmental and governance pressures as production expands

David Callanan
September 18, 2026

EU critical minerals exploration needs more investment to meet CRMA targets

David Callanan
September 18, 2026

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Critical mineral traceability key findings across mineral supply chains

Critical mineral traceability can strengthen lithium and nickel supply chain resilience

September 18, 2026

Critical mineral traceability is becoming increasingly important as governments and companies seek more resilient lithium and nickel supply chains. OECD research finds adoption is growing but remains fragmented, with gaps in ownership, interoperability and data sharing limiting its ability to support responsible sourcing and economic security. Why we chose this report: Drawing on an OECD-IEA survey of 90 companies, the […]

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Critical minerals permitting across mine development activities and approvals

Critical minerals permitting reform can speed mine development without weakening safeguards

September 18, 2026

Critical minerals permitting is becoming a major constraint on bringing new mining projects into production as governments seek faster access to materials needed for the energy transition. Lengthy procedures, weak agency coordination and unclear requirements can raise costs and delay investment, while reforms still need to preserve environmental and community protections. Why we chose this report: The report examines permitting […]

Critical minerals financing supporting responsible mining and mineral supply

Critical minerals financing needs stronger export credit support for the energy transition

September 18, 2026

Critical minerals financing is becoming increasingly important as demand grows for copper, lithium, nickel and cobalt across electrification, renewables, batteries and digital infrastructure. Export credit guarantees and long-term finance can help overcome project risk, long lead times and supply concentration while supporting more resilient mineral value chains. Against this backdrop, export credit agencies can play a larger role by reducing […]

Deep-sea mining and critical mineral supply for the energy transition

Deep-sea mining could expand critical mineral supply but is unlikely to replace land-based mining

August 26, 2026

Deep-sea mining could provide an additional source of critical minerals including nickel, cobalt, manganese and copper as demand from clean energy technologies grows, but it is unlikely to replace conventional land-based extraction. New research suggests the two forms of mining are more likely to develop alongside one another, raising important questions over mineral supply, economics, environmental impacts and governance. Why […]

Critical minerals supply chains – Indo-German cooperation to 2030

India and Germany look to strengthen critical minerals supply chains

August 26, 2026

India and Germany have an opportunity to strengthen and diversify critical minerals supply chains through deeper cooperation on exploration, processing, investment and recycling. A new policy brief argues that combining India’s ambitions to expand its minerals and manufacturing capabilities with German technology, industrial demand and investment could help both countries reduce supply risks and dependence on highly concentrated global markets. […]

Mineral exploration spending per capita in the European Union compared with Australia, Canada and other benchmark countries

European critical minerals require a tenfold increase in exploration investment

August 25, 2026

European critical minerals production will require approximately €2 billion in annual exploration investment over the next five years if the EU is to meet its domestic extraction targets. European exploration activity remains constrained by lengthy permitting processes, fragmented national regulations, incomplete geological data and limited financial support. The EU currently attracts only a small proportion of global mineral exploration investment. […]