Energy transition reshaping demand for Australian critical minerals
November 18, 2025
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 […]
