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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 […]
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 […]
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 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 […]
This analysis finds Europe and North America face sizable gaps between local supply and demand for key critical raw materials (copper, lithium, nickel, manganese, graphite, rare earths) by 2030—especially acute in Europe, where local supply for several materials covers <20% of demand in the base case. The report quantifies how a mix of supply-side (new/expanded sites, primary-supply innovations like DLE […]
Proceedings from ADB’s 2024 Regional Cooperation & Integration conference (Ha Nou, 15–17 Oct) synthesize how Asia–Pacific can scale reliable, diversified, and responsible critical-mineral supply chains for the clean-energy transition. The report highlights policy harmonization, ESG standards, trade and data transparency (including the WTO–ADB Critical Minerals Database), and blended-finance facilities to de-risk investment and move beyond raw extraction into value-added processing. […]
Stronger lithium demand and renewed investment are reviving Australia’s critical minerals sector after a year of sharp price corrections. Australia’s critical minerals sector is regaining momentum following a turbulent 2024 marked by falling prices and production cutbacks. Lithium markets are stabilising, with spodumene and lithium hydroxide prices up nearly 70 % and 20 % respectively since mid-year as demand strengthens […]
Foreign investment in Canada’s critical minerals has surged, led by Australian and Chinese firms — reshaping supply chains across the Indo-Pacific region. Canada has emerged as one of the world’s top destinations for critical mineral investment from Indo-Pacific economies. Between 2020 and 2024, two-way investment flows in the extractive sector soared to C$27 billion — a fivefold increase over the […]
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 […]