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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 […]
This UN guidance distills seven principles and actionable steps to build responsible, resilient critical-minerals supply chains—centering human rights and due diligence (incl. FPIC), robust environmental safeguards (tailings, water, biodiversity), transparency/anti-corruption, and local value-addition. It compiles relevant standards and case studies into a practical playbook for governments, investors, and companies—useful for compliance, sourcing risk, and permitting across CETMs. Source: United Nations […]
This Oxford TIDE working paper argues that outcomes in critical minerals hinge less on geology and more on policy design—from SOEs and export bans to local content rules—embedded in a holistic industrial strategy. Drawing on cases like Chile (copper/lithium), Indonesia (nickel), Zimbabwe (lithium) and the DRC (cobalt), the authors show how success requires technology foresight, inclusive governance, and strong environmental […]
Kazakhstan positions itself as a critical-minerals investment hub—leveraging large endowments (uranium, copper, REEs, lithium) and the AIFC’s English-law framework, tax incentives, and access to capital—to attract global investors. The report highlights priorities to unlock capital: junior-exploration financing, upgrading reserve/reporting standards, expanding refining/midstream capacity, and strong ESG alignment to de-risk projects and scale supply chains. Source: Astana International Financial Centre (AIFC)
As global demand for critical minerals grows, it will be important to anticipate and address the potential harms the mining and metals sector can have on societies, communities and the environment. Traceability should serve clear objectives rather than become an end in itself: policy makers and practitioners should adopt a measured approach, progressively deploying mechanisms where necessary while allowing for […]
Canada is host to 31 different critical minerals, many of which are necessary for building a path to net zero. For instance, Canada is one of the few Western nations that have an abundance of cobalt, graphite, lithium, and nickel – critical minerals that are essential to creating batteries and EVs. Canada is also a major producer of copper, which […]
South Africa possesses a wealth of these minerals, which are becoming increasingly crucial for the global shift towards a low-carbon and technologically advanced economy. Platinum, manganese, iron ore, coal and chrome ore have been identified as the country’s “High-Criticality Minerals”. Gold, vanadium, palladium, rhodium and Rare Earth Elements form a second group. Key priorities are: 1) Exploration; 2) Research & […]
The production figures of 65 mineral commodities from 168 countries are summarized and statistically evaluated – mineral commodities is listed in detail by continents, country groups, development status, per capita income, economic blocks, political stability of producing countries, largest producers. Source: Federal Ministry of Finance, Austria
In today’s rapidly changing global landscape, energy resources are more than just commodities—they are powerful tools of influence and resilience. The latest article from the NATO Energy Security Centre of Excellence dives deep into Ukraine’s critical resources and their strategic implications. From its vast natural reserves to its role in global energy markets, Ukraine’s resource dynamics are central to understanding […]