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Map of operating and proposed critical raw material mines and deposits across Ukraine

European critical raw materials strategy must go beyond extraction

European critical raw materials partnerships with Ukraine and the Western Balkans could strengthen supply security, but their success will depend on local value-chain development, robust governance and public acceptance of new mining projects. Ukraine holds significant deposits of graphite, titanium, manganese, lithium and other strategic minerals, while Serbia, Bosnia and Herzegovina, North Macedonia and Albania possess potentially important reserves of […]

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Projected end-uses for selected critical minerals including cobalt, copper, lithium, rare earths and nickel by 2050

Critical mineral water footprints pose a growing supply-chain risk

Critical mineral water footprints connect rising global demand with water scarcity, pollution and community impacts in producer countries, creating an increasingly important risk for mining operations and supply-chain resilience. Mining and mineral processing can consume and pollute substantial quantities of water. These pressures can intensify existing scarcity, damage ecosystems and generate disputes with local communities, potentially disrupting production and undermining […]

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Critical minerals supply chains connecting global resources with concentrated processing capacity

Critical minerals supply chains reshape the global resource curse

Critical minerals supply chains are creating new economic and geopolitical risks as dispersed mining, China-dominated refining and rapid technological substitution transform the traditional resource curse. The global scramble for lithium, cobalt, nickel, copper and rare earth elements is reshaping trade, industrial policy and relations between major powers and mineral-producing countries. Demand is expected to grow strongly as these materials become […]

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Gulf critical minerals investment capacity across GCC countries

Gulf critical minerals investment accelerates across global markets

Gulf critical minerals investment is accelerating as Saudi Arabia, the UAE, Qatar and Oman deploy capital across mining, processing and trading to secure supply chains and diversify their economies. Gulf states have become increasingly active investors in international metals and minerals, with activity accelerating markedly since 2023. Their strategies combine commercial returns with economic diversification, supply-chain security and stronger political […]

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Bulgaria critical minerals map showing manganese deposits and areas with manganese potential

Bulgaria critical minerals potential for Europe’s low-carbon future

Bulgaria critical minerals resources could play a greater role in strengthening Europe’s raw material supply chains, with significant potential identified across lithium, rare earth elements, graphite, manganese and other strategically important materials. The report highlights Bulgaria’s established mining base and argues that the country has considerable scope to expand its role in critical and strategic raw materials. Particular attention is […]

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US critical minerals policy public support compared with EU funding from 2024 to 2026

US critical minerals policy reshapes the race for strategic autonomy

US critical minerals policy is evolving into a far more interventionist industrial strategy, with implications extending well beyond domestic supply chains. This new study compares the United States and European Union approaches to critical raw materials, examining how funding, stockpiling, processing capacity and strategic partnerships are redefining competition for mineral security. The study argues that critical minerals are no longer treated […]

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