SÉCURISER LA PLACE DU CANADA DANS LA COURSE INTERNATIONALE AUX MINÉRAUX CRITIQUES

The report argues that Canada can leverage its critical mineral reserves to drive economic growth and support the global energy transition, provided it implements policies to mitigate price volatility, ensure Indigenous self-determination, and strengthen environmental regulations. It highlights a potential investment gap of 30 to 65 billion dollars by 2040 and recommends financial risk-sharing mechanisms, capacity funding for Indigenous communities, and alignment with international mining standards to ensure supply reliability and public trust.

• Global demand for critical minerals is projected to increase significantly by 2050, with lithium demand specifically expected to rise 11 to 17 times between 2023 and 2050. The global mining sector may require an additional 480 to 750 billion US dollars in capital investment to meet decarbonization needs.
• Canada has significant reserves of cobalt, graphite, lithium, and nickel, which could help the US and EU reduce dependence on China. However, Canada faces an investment gap of 30 to 65 billion dollars by 2040 to maximize its production potential, which would require creating over 30 new mines.
• High price volatility and immature markets for minerals like lithium and rare earth elements create significant financial risks that delay projects. The report recommends that the federal government use an independent financial institution to implement risk-sharing agreements, such as equity investments, contracts for difference, and off-take agreements.
• Indigenous self-determination and economic participation are essential to reducing investor risk and avoiding lengthy litigation. The report suggests federal funding for capacity development and provincial loan guarantee programs to help Indigenous communities acquire equity in mining projects.
• Environmental risks and inadequate tailings management undermine public trust and supply reliability. Provincial governments are urged to align regulations with international standards, such as Towards Sustainable Mining (TSM) and the Global Industry Standard on Tailings Management, and require liquid, third-party audited financial assurances for mine closures.
• While regulatory delays in permitting are a major obstacle to investment, the report warns that eliminating environmental protections or Indigenous consultations to speed up approvals would likely backfire by increasing local opposition and legal challenges.

APA

Canadian Climate Institute (2025). SÉCURISER LA PLACE DU CANADA DANS LA COURSE INTERNATIONALE AUX MINÉRAUX CRITIQUES. https://institutclimatique.ca/wp-content/uploads/2025/06/Trajectoire-Critique-Sommaire-executif.pdf

Chicago

Canadian Climate Institute. SÉCURISER LA PLACE DU CANADA DANS LA COURSE INTERNATIONALE AUX MINÉRAUX CRITIQUES. 2025. https://institutclimatique.ca/wp-content/uploads/2025/06/Trajectoire-Critique-Sommaire-executif.pdf.

Wikipedia

{{cite report |author=Canadian Climate Institute |title=SÉCURISER LA PLACE DU CANADA DANS LA COURSE INTERNATIONALE AUX MINÉRAUX CRITIQUES |date=June 2025 |url=https://institutclimatique.ca/wp-content/uploads/2025/06/Trajectoire-Critique-Sommaire-executif.pdf |access-date=23 October 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{canadianclimateinstitute2025scuriser, author = {{Canadian Climate Institute}}, title = {{SÉCURISER LA PLACE DU CANADA DANS LA COURSE INTERNATIONALE AUX MINÉRAUX CRITIQUES}}, institution = {Canadian Climate Institute}, year = {2025}, month = jun, url = {https://institutclimatique.ca/wp-content/uploads/2025/06/Trajectoire-Critique-Sommaire-executif.pdf}, urldate = {2026-10-23}, note = {Indexed by Climate Insights Directory} }