Global minerals market information portal

Australian critical minerals outlook strengthens despite price volatility

Editor
January 8, 2026

Critical minerals supply chains and the race to secure an energy transition

Editor
January 1, 2026

European critical minerals at the heart of EU electrification and strategic autonomy

Editor
December 17, 2025

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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 […]

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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 […]

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 […]

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, […]

Energy-Transitions-Global-Shipping-Challenge-Brooks

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 […]