Critical Minerals Market Intelligence & Reports

US critical minerals policy reshapes the race for strategic autonomy

Editor
July 23, 2026

Critical minerals are reshaping industrial policy and global supply chains

Editor
July 23, 2026

Global critical minerals outlook highlights mounting supply chain risks

Editor
July 23, 2026

PREMIUM CONTENT

apan rare earths supply disruption impact on industrial output by sector

Japan rare earth supply disruption could cut GDP by 2.4%

July 23, 2026

Japan rare earths are becoming an increasingly important strategic issue as demand rises with the energy transition. New modelling suggests that a severe disruption to rare earth imports could trigger a sharp economic slowdown, affecting manufacturing, exports, employment and supply chains across the Japanese economy. The analysis models a scenario in which Japan’s rare earth imports fall by 75% and alternative […]

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Australian critical minerals lithium export volumes and values forecast to 2030–31

Australian critical minerals outlook forecasts A$19 billion in exports by 2031

July 23, 2026

The Australian critical minerals outlook points to rising production and export earnings across lithium, copper, nickel, rare earths and several smaller strategic minerals through 2030–31. While price and demand trends vary considerably between commodities, expanding mine output and new refining capacity are forecast to lift Australia’s total critical mineral export earnings to around A$19 billion in real terms by the end of the outlook […]

African rare earths demand forecast for wind, electric vehicles and other uses from 2024 to 2040

African rare earths poised to play a bigger role in global supply

July 23, 2026

African rare earths could play an increasingly important role in diversifying global supply chains as governments and manufacturers seek alternatives to China’s dominant position in the sector. This new analysis examines Africa’s resource potential, emerging mining projects and investment opportunities, while highlighting the infrastructure, financing and processing challenges that must be overcome to unlock the continent’s rare earth industry. The […]

Infographic promoting UK leadership in critical minerals with a Union Jack flag, industrial site, and a charging car; highlights investment, partnerships, regulation, and finance themes.

UK critical minerals strategy must move from policy ambition to project delivery

July 11, 2026

UK critical minerals leadership will depend on whether the government can translate its existing strategy into investable projects across mining, processing, recycling and associated services. The report recommends establishing a dedicated Critical Minerals Investment Facility within the National Wealth Fund to support projects throughout their lifecycle, including early-stage developments that currently struggle to access capital. It also calls for deeper […]

EU critical raw materials partnerships with supplier countries worldwide

EU critical raw materials supply remains highly exposed to external dependencies

July 11, 2026

EU critical raw materials supply is central to Europe’s competitiveness, energy transition and strategic autonomy, yet the bloc remains highly dependent on imports across extraction and processing. The assessment finds that the EU produces only limited shares of most critical raw materials and is fully import-dependent for several extracted and processed materials, including rare earth elements. China is especially dominant […]

Bubble chart showing Norwegian shares of global and European production for critical raw materials (CRMs); bubbles labeled by material and sized by global value. axes show share of global production (x) and share of European production (y).

Norway critical raw materials strengthen Europe’s strategic supply chains

July 11, 2026

Norway critical raw materials provide an important contribution to European security of supply, with annual exports valued at close to EUR 9 billion and the process industry accounting for most of that value. Aluminium is the country’s largest critical raw material export, followed by nickel, zinc, silicon and ferrosilicon. Norway also holds strategically important production positions, including around 9% of […]