UN guidance for action on critical energy transition minerals
September 17, 2025
The paper argues the U.S. must secure the midstream—refining and processing—not just new mines. It lays out policy levers (regulatory streamlining, demand guarantees such as offtake and price floors, targeted tax credits) to crowd in private capital and reduce China exposure. For analysts, the investable theme is domestic processing build-outs (refining, magnets, battery materials) supported by public incentives and allied […]
