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China’s critical minerals strategy in the Arctic

European critical minerals plan targets supply security but faces major hurdles

Critical minerals dependence spurs new U.S.–Japan strategy to counter China
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Australian critical minerals production by volume from 2024 to 2050, showing outlook for lithium, copper, nickel, rare earths and cobalt under STEPS and APS scenarios.

Energy transition reshaping demand for Australian critical minerals

The global energy transition is reshaping demand for Australian critical minerals. As economies accelerate deployment of renewable power, electric vehicles and grid storage, minerals such as lithium, nickel, cobalt, graphite, rare earths and copper become increasingly essential. Australia is already the world’s largest lithium producer and a major supplier of rare earths and cobalt, with significant growth potential if global […]

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Global market share of critical minerals by country, showing dominance of China, DRC, Australia and Chile across cobalt, lithium, graphite, rare earths, copper, nickel and more.

Critical minerals bottleneck: Europe’s clean-power ambitions hinge on a handful of suppliers

Europe’s push toward a low-carbon power system faces a strategic bottleneck: critical minerals supply remains highly concentrated among a small group of producing countries. China dominates across the value chain, leading production in graphite, rare earths, aluminium, vanadium and several other essential inputs for batteries, wind turbines, solar components and grid technologies. Africa and Asia-Pacific supply much of the remainder, […]

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Can shipping meet the energy transition challenge?

Energy transition is leading to a shipping boom we’re not built for. Fleet and yard capacity must scale fast – or mineral supply chains will bottleneck. This report argues that clean-energy plans will unleash a surge in maritime ton-miles for critical minerals, components and finished kit—far beyond what today’s fleet and yards can handle. With Asia producing ~95%+ of new […]

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supply-demand

Bridging the Critical Minerals Gap by 2030

This analysis finds Europe and North America face sizable gaps between local supply and demand for key critical raw materials (copper, lithium, nickel, manganese, graphite, rare earths) by 2030—especially acute in Europe, where local supply for several materials covers <20% of demand in the base case. The report quantifies how a mix of supply-side (new/expanded sites, primary-supply innovations like DLE […]

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minerals-discussion

ADB critical minerals & the energy transition: 2024 conference takeaways

Proceedings from ADB’s 2024 Regional Cooperation & Integration conference (Ha Nou, 15–17 Oct) synthesize how Asia–Pacific can scale reliable, diversified, and responsible critical-mineral supply chains for the clean-energy transition. The report highlights policy harmonization, ESG standards, trade and data transparency (including the WTO–ADB Critical Minerals Database), and blended-finance facilities to de-risk investment and move beyond raw extraction into value-added processing. […]

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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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UPCOMING EVENTS

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CRITICAL MINERALS TRENDS
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