Energy transition faces critical minerals crunch by 2035: report

A report from GEM Mining Consulting warns that critical mineral supply will fall short of demand by 2035 due to not only extraction limits but also processing bottlenecks, financing, permitting delays, and supply chain concentration, especially for lithium, cobalt, copper, graphite, and rare earths. The report highlights the strategic importance of dependable mining operations and diversified processing outside dominant countries like China.

This Wire brief sits within Fusion42's coverage of Clean Energy, Climate Tech and Supply Chain.