The global push toward clean energy is driving unprecedented demand for essential minerals and metals - copper, lithium, cobalt, nickel, rare earths and more - that are foundational to renewable technologies, electrification and digitalisation. Yet, the path from mine to market is anything but straightforward. Mining operations are concentrated in a handful of countries, refining capacity is geopolitically uneven, and supply chains are increasingly vulnerable to trade tensions, resource nationalism, and political instability.

This blog series explores how geopolitics is shaping the availability of these critical resources and why their supply cannot be taken for granted. As the mining and energy sectors become increasingly interdependent, it’s crucial for policymakers, industry leaders, and investors to understand how disruptions in one area can ripple across the entire energy transition. Recognising these connections is key to building a more resilient and sustainable future.