When global power plays, policy whiplash and economic shocks collide, opportunity hides in the chaos — and for Australia’s critical minerals sector, survival now depends on strategy as much as supply.
When it comes to critical minerals in emerging nations, geology is often the easy part - what makes or breaks a project is navigating the politics, markets, and risks that sit behind the orebody.
China quietly built the world’s most powerful critical minerals supply chains while other nations - including Australia - dozed through a geopolitical shift that now threatens economic security, trade independence, and defence readiness.