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Battery storage demand is entering a new phase as utilities, technology companies and policymakers begin looking beyond traditional short-duration lithium-ion systems. This report examines the rapid growth of long-duration energy storage technologies capable of delivering power for multiple days, highlighting how rising electricity demand from AI data centres, grid reliability needs and new policy support mechanisms could create a significant […]
Uzbekistan critical minerals resources are emerging as a key pillar of the country’s industrial development strategy. This report outlines plans by the Technological Metals Complex (TMK) to develop a vertically integrated critical minerals sector spanning exploration, mining, refining and advanced manufacturing, with a focus on materials essential to the energy transition and high-tech industries. The initiative is designed to move […]
The UK Critical Minerals Strategy aims to strengthen domestic supply chains and reduce reliance on imported materials essential for electric vehicles, renewable energy systems and energy storage. Yet despite significant geological potential, the UK currently produces none of the critical minerals it relies upon. New research identifies a series of non-technical barriers that continue to slow project development, including planning […]
European critical raw materials remain central to the continent’s energy transition ambitions, but efforts to secure supply are being undermined by import dependence, financing bottlenecks, permitting delays and slow progress in diversifying supply chains. A new assessment finds that while the EU has established a strategic framework for critical raw materials, significant weaknesses remain in domestic production, recycling and supply […]
Indonesia critical minerals ambitions have positioned the country as a major player in the energy transition, but rising supply-chain concentration, changing battery technologies and increasing global competition are creating new risks for its downstream development strategy. The report highlights that Indonesia’s strong position in nickel, copper and bauxite does not guarantee long-term success in critical minerals. While downstreaming policies have […]
India critical minerals investment is emerging as a major challenge as the country seeks to expand mining, refining and processing capacity, reduce dependence on imported materials and secure the raw materials needed for electric vehicles, renewable energy technologies and future clean energy manufacturing. While policymakers have introduced new initiatives to strengthen supply chains, attracting sufficient capital into high-risk, long-gestation projects […]
Australian critical minerals projects are being promoted as a secure and investable supply pipeline for the global energy transition, according to a new government prospectus. Australia is positioning itself as a secure and reliable supplier of materials essential for the energy transition, highlighting 78 investment-ready projects across the critical minerals value chain in a new government-backed prospectus. The projects span […]
This report examines how mining corridors across Africa could unlock the continent’s vast critical mineral resources, strengthen supply chain resilience and reshape global access to energy transition materials. This report argues that corridor-based infrastructure linking mines to rail, ports, power and processing hubs is the most effective way to bring Africa’s critical mineral wealth to global markets. Using the US-backed […]
Platinum group metals are emerging as a critical constraint on the expansion of the global hydrogen economy due to their essential role in electrolysers and fuel cells. South Africa, which dominates global PGM reserves and production, holds a potential strategic advantage in supplying materials required for hydrogen technologies. The report highlights how this resource position could support industrial development, export […]