Expert Briefing | Critical Minerals: Supply-side challenges amid shifting geopolitics and trade policies

Critical minerals went mainstream in 2025 as governments shifted policies and industries recognized their outsized importance. China’s dominant production profile across many of these commodities has become a key bargaining tool, prompting other jurisdictions to reprioritize the metals and mining sector. Critical minerals policy announcements have surged as governments rush to develop supply chains — both domestically and with politically aligned partners — to support traditional industries, the rapidly growing AI and datacenter sector, rising military needs, and other energy expansion applications. Competition for mineral resources in these newly strategic countries is surging, yet challenges remain, from limited new discoveries to complex permitting and development timelines.

Please join us for a Breakfast Briefing as our experts from S&P Global Market Intelligence and S&P Global Energy share:

• Outlook for the Metals Market: Trends and Opportunities
• Navigating Supply-Side Challenges in the Sector
• Key Supply Chain Trends and Emerging Critical Minerals Policies