Critical Minerals and the Global Energy Transition: A Risky Game of Supply Chain Roulette The Brics summit's focus on reliable supply chains for critical minerals has brought attention to a pressing issue that threatens to derail the global energy transition.
Leaders like PM Narendra Modi are right to warn against the weaponization of these essential materials, but their calls for diversified and resilient supply chains barely scratch the surface of a more profound problem: our addiction to a fragile and highly politicized supply chain system.
Critical minerals such as lithium, cobalt, nickel, copper, graphite, and rare earth elements are the backbone of zero and low emission energy technologies.