PREMIUM CONTENT

European critical raw materials strategy faces major supply challenges
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 […]
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Indonesia critical minerals ambitions face supply chain risks
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 […]
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India critical minerals investment must accelerate to secure supply chains
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 […]
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Australian critical minerals drive expands project pipeline
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 […]
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Mining corridors key to Africa’s critical mineral supply chains
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 […]
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Platinum group metals emerge as hydrogen’s strategic bottleneck
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 […]
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MARKET INSIGHTS

US critical minerals funding expands domestic supply chain
US critical minerals funding receives a major boost with the Department of Energy announcing (14 November) USD 355 million to

Canada critical minerals investment surges from Indo-Pacific partners
Canada critical minerals investment is rising fast, led by Indo-Pacific capital targeting potash, lithium and copper to secure energy-transition supply

Australia’s critical minerals rebound as lithium prices strengthen
Lithium’s mid-year recovery is reviving Australia’s critical minerals industry, lifting export earnings and renewing investor confidence in supply-chain resilience. After
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