Mineral Leverage

Mineral Leverage: The New Frontline of Energy Security - Quarter 4 2025

Case for tracking:

In Q4 2025, energy transition minerals became a more immediate strategic issue than in Q3, driven by rising concerns over supply security and geopolitical dependence. The core story this quarter is the expansion of government-backed funding, mineral deals, and development-finance platforms as the U.S. and its partners seek to reduce reliance on China for rare earths and battery materials.

Battery recycling gained momentum, particularly in India and the U.S., positioning “urban mining” as a new source of critical minerals. China’s battery export curbs and dominance in processing sharpened supply-chain risks, while Western countries accelerated partnerships with Australia, Canada, and Asia. Growing debate around minerals and metals as strategic trade assets, alongside U.S. efforts to reinforce dollar-centric supply chains, underscores why this issue is critical to track this quarter.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

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