Critical Minerals and Energy Intelligence. Stay Ahead.

Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition

The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental reports, include lithium, cobalt, gallium and rare earth elements.

The five minerals whose frequency of appearance in critical materials lists is increasing most includes aluminium, boron/borate, silicon, copper, graphite.

Meta list of critical materials after removal of materials unrelated to renewable energy 1 - The Oregon Group - Critical Minerals and Energy Intelligence

The ranking comes from a new report by the International Renewable Energy Agency (IRENA) that identifies and ranks critical materials specifically needed for the global transition to renewable energy.

The materials ranked as “most critical” for the energy transition in a global context are (in order of criticality):

lithium
cobalt
gallium
rare earth elements (REEs)
neodymium
indium
platinum group metals (PGMs)
dysprosium
nickel
tellurium
praseodymium
graphite
manganese
copper
germanium

The five materials whose frequency of appearance in critical materials lists is increasing most aluminium boronborate silicon copper graphite - The Oregon Group - Critical Minerals and Energy Intelligence

However, the impact of geopolitical, regulatory and technological changes across mineral supply chains mean supply and demand are in a state of constant flux — making it hard to predict the exact minerals that will be considered “critical” in the future.

As the report notes: this means that the mining and mineral-processing industries face fundamental uncertainties about future demand for critical materials, possibly reducing or delaying investment which, in turn, may potentially destabilise supply.

Our analysis on how the West’s pursuit of rare earths is hitting resistance from China.

The West’s pursuit of Rare Earths hits resistance from China

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