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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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]