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Critical minerals investment strengthened during the first half of 2026, with quarterly capital spending rising 50% from its mid-2025 low to reach $3 billion in Q2. Lithium continued to attract the largest share of investment, while graphite projects gained momentum and the geographical spread of activity broadened beyond China. Why we chose this report This report provides a useful snapshot […]
Lithium mining in Australia underpins the country’s position as the world’s leading producer, with Western Australia dominating national output. The sector benefits from a comprehensive regulatory framework, but hard-rock mining creates significant pressures around emissions, water, land use and Indigenous rights that require stronger oversight and enforcement. Why we chose this report: The case study provides a detailed assessment of […]
EU critical minerals exploration is underfunded at the stage where future mining projects are created, putting the bloc’s 2030 raw material targets at risk. Euromines argues that stronger public-private investment, faster permitting and aligned fiscal treatment are needed to rebuild the project pipeline and improve long-term supply security. Why we chose this report: The paper […]
Critical mineral traceability is becoming increasingly important as governments and companies seek more resilient lithium and nickel supply chains. OECD research finds adoption is growing but remains fragmented, with gaps in ownership, interoperability and data sharing limiting its ability to support responsible sourcing and economic security. Why we chose this report: Drawing on an OECD-IEA survey of 90 companies, the […]
Critical minerals permitting is becoming a major constraint on bringing new mining projects into production as governments seek faster access to materials needed for the energy transition. Lengthy procedures, weak agency coordination and unclear requirements can raise costs and delay investment, while reforms still need to preserve environmental and community protections. Why we chose this report: The report examines permitting […]
Critical minerals financing is becoming increasingly important as demand grows for copper, lithium, nickel and cobalt across electrification, renewables, batteries and digital infrastructure. Export credit guarantees and long-term finance can help overcome project risk, long lead times and supply concentration while supporting more resilient mineral value chains. Against this backdrop, export credit agencies can play a larger role by reducing […]
Deep-sea mining could provide an additional source of critical minerals including nickel, cobalt, manganese and copper as demand from clean energy technologies grows, but it is unlikely to replace conventional land-based extraction. New research suggests the two forms of mining are more likely to develop alongside one another, raising important questions over mineral supply, economics, environmental impacts and governance. Why […]
India and Germany have an opportunity to strengthen and diversify critical minerals supply chains through deeper cooperation on exploration, processing, investment and recycling. A new policy brief argues that combining India’s ambitions to expand its minerals and manufacturing capabilities with German technology, industrial demand and investment could help both countries reduce supply risks and dependence on highly concentrated global markets. […]
European critical minerals production will require approximately €2 billion in annual exploration investment over the next five years if the EU is to meet its domestic extraction targets. European exploration activity remains constrained by lengthy permitting processes, fragmented national regulations, incomplete geological data and limited financial support. The EU currently attracts only a small proportion of global mineral exploration investment. […]