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As global reliance on critical minerals grows and geopolitical tensions intensify, resource-rich nations are looking to models like OPEC to inform cooperative governance strategies that promote equity, stability, and strategic autonomy. This digest examines how such lessons can be applied to help shape more resilient and equitable critical mineral markets. Source: Kleinman Centrer for Energy Policy
This policy brief advocates for the development of a Critical Minerals Masterplan (South Africa) to articulate a clear vision and set objectives that support national mineral industrial development. The Masterplan should incentivise local value addition, promote research and development in critical mineral processing, recycling, and invest in a skilled workforce, while establishing a stable regulatory framework. Additionally, it calls for […]
This report, part of the Critical Materials program at the Center on Global Energy Policy at Columbia University SIPA, explores the policy ecosystems supporting the development of a newer set of lithium production technologies based on direct lithium extraction (DLE), which involves the selective extraction of lithium ions from subsurface brines. If DLE technologies are scalable and mature, they could […]
The potential emergence of a seabed mining industry has important ramifications for the diversification of critical mineral supply chains, revenues for developing nations with substantial terrestrial mining sectors, and global geopolitics. In this report, the authors present the results of a multi-pronged examination of each of these issues, exploring the likelihood and magnitude of their impacts to better inform planning […]
For the United States, the objectives of both increasing the volume of critical minerals supplies and diversifying the sources of these supplies could be advanced by developing collaborations with African countries premised on scientific and technical exchanges in the mining sector. Beyond market supply and demand considerations, creating more diverse and resilient mineral supply chains is now a priority for […]
This report examines the topic of global EV and battery supply chains, and specifically how countries are responding to the need to diversify EV supply chains away from China, while also navigating new geopolitical challenges and trade barriers being erected by the Trump administration in the US. The US reversal on trade and industrial policies is set to have an […]
The report examines Zimbabwe’s mining sector and how it responds to the global energy transition, which has created an unprecedented demand for the exploration, extraction, processing and trade of critical minerals. The minerals include lithium, copper, and rare earth elements (REEs), used to manufacture renewable energy technologies such as electric vehicles, wind turbines, solar panels, and mobile phones.
Australia’s exports of other critical minerals are estimated at $7.6 billion in 2024–25. Other critical mineral exports could be worth between $5.7 billion and $9.5 billion in real terms by 2029–30, depending on how much of Australia’s advanced project pipeline comes online. When combined with lithium and nickel, this could see Australia’s total critical minerals exports reach $19 billion in […]
Today, the United States is 100 percent import reliant for 12 of the 50 minerals identified as critical by the U.S. Geopolitical tension and war have motivated the Geological Survey (USGS) and over 50 percent import advancement of critical minerals policies for nearly a reliant for another 29. China is the top producer for 29 century. At the start of […]
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