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Australian critical minerals drive expands project pipeline

Editor
February 24, 2026

Mining corridors key to Africa’s critical mineral supply chains

Editor
February 18, 2026

Platinum group metals emerge as hydrogen’s strategic bottleneck

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February 13, 2026

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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 […]

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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 […]

China’s critical minerals strategy in the Arctic

Despite heightened geopolitical concern, China’s critical minerals strategy in the Arctic is constrained by cost, regulation and politics — with meaningful expansion largely concentrated in Russia rather than across the wider Arctic. China’s role in global critical minerals supply chains has drawn growing attention to its activities in the Arctic, a region increasingly shaped by geopolitics, climate change and resource […]

European critical minerals dependence on China by material

European critical minerals plan targets supply security but faces major hurdles

The European Union has unveiled a new European critical minerals strategy under its RESourceEU Action Plan, mobilising up to €3 billion to strengthen domestic supply chains and reduce reliance on China. The plan prioritises rare earth permanent magnets, battery raw materials and defence-critical inputs, and builds on the EU’s Critical Raw Materials Act targets for 2030. Measures include faster permitting […]

Critical minerals ore showing layered mineralisation in rock face

Critical minerals dependence spurs new U.S.–Japan strategy to counter China

U.S.–China tensions are turning critical minerals into a strategic battleground. The U.S. remains dangerously dependent on China for dozens of minerals—many essential for clean energy and defence—which Washington now openly labels a national-security vulnerability. Despite China’s recent temporary suspension of export restrictions, the threat of future cuts remains. In response, the U.S., Japan, Australia and G7 partners are accelerating efforts […]