Critical Minerals: Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

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Published: February 11, 2026 Report Code: GDTMT-TR-S703-TH

Report Overview
Key Players
Table of Contents

As the global energy transition accelerates, it is driving unprecedented demand for critical minerals. Simultaneously, the technology sector demands materials with exceptional electrical, optical, and thermal properties, while the defense sector increasingly relies on these critical minerals for high-performance magnets, sensors, and other applications.

Scope

This report provides an overview of the critical minerals theme.

It looks at demand-side drivers for critical minerals, including electric vehicles, solar energy, wind energy, nuclear power, and hydrogen, and supply-side risks for critical minerals, including mineral depletion, resource monopolization, geopolitics, and ESG.

The report includes analysis of critical mineral strategies by region, covering North America, Central and South America, Europe, China, Asia (excluding China), Afria, Australia, and the Middle East.

It also incoporates profiles of key players in critical minerals mining.

Key Highlights

Sectors reliant on critical minerals face significant challenges due to critical supply-side risks in the mining sector. Four key risks stand out: mineral depletion, resource monopolization, geopolitics, and ESG.

The near-term depletion of critical minerals raises concerns, especially amid instability in the mining market, which drives price volatility. Lower-grade ores complicate extraction, making it less efficient, particularly in the copper industry. Recycling will play a key role in diversifying supply chains.

The concentration of critical minerals in specific regions creates uneven resource distribution and volatile market dynamics. For example, much of the world’s lithium reserves are in South America, the Democratic Republic of the Congo (DRC) provides much of the world’s cobalt, and Indonesia dominates nickel production. To secure supply chains, many nations, including the US and China, are funding infrastructure and energy projects in South America and Africa.

Reasons to Buy

This report examines in detail 15 minerals vital to the energy transition. Of these 15 minerals, GlobalData has identified the five most critical: lithium, cobalt, copper, nickel, and rare earth elements (REEs). These minerals are imperative to the development of batteries as well as solar, wind, nuclear, and hydrogen energy

AE Elemental
Albemarle
Anglo American
Antofagasta
Arcadium Lithium
Australian Strategic Materials
BHP Group
BMW
BYD
CATL
Chengze Lithium International
China Minmetals
China Molybdenum
China Resources Recycling Group
China's Huayou
CMOC
CNGR Advanced Material
Codelco
Codelco
Cornish Lithium
E3 Lithium
Ecoprogetti
Energy Fuels
Energy Transition Minerals
Eurasian Resources
First Quantum Minerals
Ford
Freeport-McMoRan
Ganfeng Lithium
Gécamines
GEM
General Motors
Georgian American Alloys
Glencore
Green Lithium
Grupo México
Iluka
Jiangxi Copper
Jinchuan Group
Jinko Solar
LG Energy Solution
Lifezone Metals
Lithium Americas
Lithium Chile
LitioMX
Lygend Mining
Lynas Rare Earths
Ma’aden
Mineral Resources
MP Materials
NanoOne
Neo Performance
Nornickel
Orion Resource Partners
Pensana
Pilbara
Power Metals
PV Cycle
Redwood Materials
Rio Tinto
Russian Uranium One Group
Saudi Aramco
Serra Verde
Sherritt International
Silfab Solar
Sinomine Rare Metals Resources
Sinomine Resource Group
Solarcycle
South32
Southern Copper
SQM
Stellantis
Teck Resources
Terrafame
Tesla
Tianneng Group
Tianqi Lithium
Ultra Lithium
Umicore
Vale
Veolia
Vital Metals
Volkswagen
Zangge Mining Investment
Zhejiang Huayou Cobalt
Zijin Mining

Executive Summary

Players

Thematic Briefing

Demand Drivers for Critical Minerals

Supply-Side Risks for Critical Minerals

Critical Minerals Strategies by Region

Companies

Glossary

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