Which commodities matter most in the global race for critical and strategic minerals?
In this episode of @SnowdenOptiro Fresh Thinking podcast, Senzeni Mandava Matondi is joined by Julian Aldridge and Laurie Hassall to explore the commodities that consistently appear on critical minerals lists around the world and the factors driving their importance.
The discussion examines key battery minerals including lithium, cobalt, nickel, manganese and graphite, alongside rare earth elements, tungsten and aluminium. The team also explores how geopolitical considerations, supply chain security and processing capability influence whether a mineral is considered critical or strategic.
Topics covered include:
The common commodities found on national critical minerals lists
The growing importance of rare earths and tungsten
Why aluminium is increasingly viewed as both critical and strategic
How Indonesia's nickel production is influencing global markets
China's role in downstream processing and critical mineral supply chains
The relationship between resource availability, processing capacity and strategic importance
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