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The report argues that Canada has significant potential to become a leading supplier of critical minerals—specifically cobalt, copper, lithium, nickel, graphite, and rare earth elements—to support the global clean energy transition. However, it identifies a substantial investment gap, estimating that $30 billion in additional capital is needed by 2040 to meet domestic demand, which is projected to reach $16 billion annually. The document highlights three primary risks hindering investment: high price volatility in immature markets, environmental hazards such as tailings dam failures and abandoned mines, and the lack of Free, Prior and Informed Consent (FPIC) from Indigenous communities. To address these, the report recommends that the federal government implement financial risk-sharing mechanisms like contracts for difference and equity investments, while provincial governments should tighten mining regulations to align with international standards and provide loan guarantees and capacity-building resources to Indigenous communities to foster genuine partnerships and self-determination.

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.

The report evaluates the Manitoba portion of the Hudson Bay Lowlands, a 67,181 km2 region that is 97.5% intact. It utilizes an ecosystem goods and services (EGS) framework to monetize benefits, finding a minimum annual value of CAD 247.7 million from biodiversity, tourism, and health services, alongside a carbon storage value of CAD 1.28 trillion. The document emphasizes the region's role in climate mitigation and its deep relational value to Indigenous communities, including the Cree, Métis, and Dene. It identifies threats from potential critical mineral mining, hydroelectric diversions, and transportation projects like the NeeStaNan corridor, arguing that Indigenous-led conservation is essential for meeting Canada's 30% by 2030 protection targets.

The document argues that while Africa holds approximately 30% of the world's critical mineral reserves, the surge in demand for green minerals risks exacerbating inequalities and environmental degradation without strong governance. It advocates for a transition from rigid to progressive taxation, the development of domestic value chains (such as battery and EV component manufacturing), and the strategic reinvestment of mineral rents into climate resilience initiatives and local community development to ensure a just transition.

The report proposes the minerals-energy-food (MEF) complex as an evolution of the water-energy-food (WEF) nexus. It argues that the WEF nexus fails to account for the global trade of commodities, the critical role of minerals in the energy transition, and the systemic power asymmetries between resource-rich low-income countries and wealthy consuming nations. The MEF complex integrates three commodity clusters (minerals, energy, food), three local mediating factors (water, land, labour), and five higher-order global factors (global governance, trade, supply chains, geopolitics, and climate change). Using examples from the Democratic Republic of Congo, Brazil, and Ukraine, the authors demonstrate how these components interact to create cascading risks and unequal exchange. The report concludes with a research and policy agenda focused on data transparency, risk ownership, governance mapping, and inclusive participation.

The 'Banking on Renewables' report critiques the current funding models of Multilateral Development Banks (MDBs), arguing that the rush to increase renewable energy capacity often leads to 'green extractivism' and human rights violations. It proposes three core criteria for public funding: financing a total transition to 100% renewables (excluding 'false solutions' like CCUS), ensuring democratic and decentralized energy systems, and centering people and the planet. Through case studies in India, Kenya, Rwanda, Tanzania, and Indonesia, the report contrasts large-scale projects that displace communities with community-led initiatives that improve local livelihoods. It concludes with a ten-point action plan urging MDBs to increase grants over loans, adopt a strict renewable energy taxonomy, and mandate Free, Prior and Informed Consent (FPIC) for all projects.

The report highlights a critical gap in US trade data that obscures the extent of firm-level dependence on Chinese suppliers for battery minerals and components. While China dominates global production—controlling 70% of battery pack assembly and 91% of anode production—current US tracking relies on outdated Harmonized Tariff Schedule (HTS) codes and allows firms to hide import partners. The authors recommend updating trade codes, enhancing intergovernmental data sharing, expanding reporting requirements for electric vehicle tax credits, and leading international efforts for trade code standardization to enable more nuanced policymaking and supply chain diversification.

The document analyzes the competitive landscape of green investment in Southeast Asia, highlighting China as the leading public investor in clean energy between 2013 and 2023. It details the specific technological strengths of investor nations—such as Japan's lead in geothermal and solar and China's dominance in wind and hydropower—while examining the strategic frameworks used, including China's Belt and Road Initiative and Japan's Asia Zero Emissions Community. The report also notes significant financing gaps in the region, where annual renewable investments of USD 8 billion fell far short of the USD 27 billion required to meet 2025 targets.

The Council on Strategic Risks argues that the Trump Administration's proposed FY2026 budget for the State Department and USAID would undermine US national security by eliminating programs that build climate resilience, food security, and disaster preparedness. The document highlights how these cuts create strategic openings for China, particularly in Asia and the Pacific, and increase the risk of global instability and migration. It specifically calls for clarity on the implementation of the Global Fragility Act and the balance between the administration's goal of seabed mineral extraction and the simultaneous cutting of scientific funding for ocean exploration.

The document examines the Trump administration's efforts to secure critical minerals and reduce dependence on China, focusing on proposed deals in Ukraine and the DRC. It argues that these 'minerals-for-security' arrangements face significant feasibility hurdles and risk mirroring neocolonial patterns. The author recommends that African nations adopt 'strategic neutrality' and focus on domestic value addition to maximize their agency in the global energy transition.

The briefing outlines a path for the United States to achieve mineral self-sufficiency for electric vehicle (EV) batteries by 2050. It proposes six strategies to reduce mineral demand—including shifting battery chemistries, increasing energy density, and changing mobility patterns—stating that these could limit cumulative mining to 125 million tons. The author argues that while battery recycling currently faces low financial returns due to market volatility and high capital costs, it offers a higher return on investment when social and environmental externalities are priced in. To realize these benefits, the document calls for policy interventions to value recycled materials and investment in domestic midstream manufacturing (refining and processing) to avoid exporting recycled materials and to create between 84,000 and 125,000 US jobs by 2032.

The policy brief asserts that energy tax credits are critical for commercializing diverse energy technologies to meet rising demand from AI and data centers, while lowering costs for households and strengthening local economies. It highlights specific credits—including 45Y, 48E, 45Q, 45V, and 45X—as vital for the development of baseload power (advanced nuclear, geothermal, fusion), carbon capture, hydrogen, and critical mineral manufacturing. The author warns that repealing these credits or shortening their eligibility would increase energy prices, threaten jobs, and undermine U.S. leadership in global markets, particularly against competitors like China. Additionally, the brief emphasizes that mechanisms like direct pay and transferability are necessary for tax-exempt entities and high-cost projects, such as advanced nuclear, to monetize these incentives.

The report examines over 100 trade and investment agreements and MOUs to determine if they support sustainable critical mineral supply chains. It highlights a shift toward incorporating environmental, social, and governance (ESG) provisions in new treaties and suggests that exporting countries can use critical minerals as leverage in negotiations to secure concessions and align policies with sustainable governance goals. The analysis specifically focuses on case studies from Indonesia, Chile, and the Democratic Republic of the Congo.

The report details how climate change drives biodiversity loss through mechanisms like ocean acidification and species range shifts, while biodiversity loss weakens the planet's carbon sinks. It critically assesses 'false solutions'—including monoculture tree plantations, carbon offsetting, and geoengineering—arguing that these policies often cause further ecological damage and land grabbing. The document calls for a systemic shift toward agroecology, energy sufficiency, and the protection of Indigenous Peoples' land rights to address the polycrisis holistically.

The document analyzes how climate change accelerates biodiversity loss and how the loss of ecosystems further destabilizes the climate. It critiques 'false solutions' such as monoculture tree plantations, carbon offsets, and geoengineering, arguing they often cause more harm than good. The report calls for a systemic shift toward agroecology, community-led energy transitions, and the protection of Indigenous rights.

The report analyzes the role of Free Trade Agreements (FTAs), International Investment Agreements (IIAs), and Memoranda of Understanding (MOUs) in the critical minerals supply chain. It highlights a fundamental tension: exporting countries seek to maximize domestic value addition and industrialization, while importing countries prioritize stable, affordable access to raw materials. Through case studies of Chile, Indonesia, and the Democratic Republic of the Congo (DRC), the report demonstrates that while newer agreements are beginning to incorporate ESG standards and protect policy space for producers, old-generation IIAs still pose significant risks via Investor-State Dispute Settlement (ISDS) mechanisms. The authors recommend that exporting countries reform outdated treaties to secure industrial policy space and that importing countries support value addition in producer nations to enhance overall supply chain resilience.

The document outlines the pathway for establishing renewable energy manufacturing in Kenya, highlighting the country's goal of Net Zero by 2050 and projected near-term investment opportunities of USD 600 billion. It provides a step-by-step guide for OEMs to incorporate legal entities, secure permits from authorities like NEMA and EPRA, and leverage Special Economic Zones (SEZs) and Export Processing Zones (EPZs) for fiscal incentives. Specific policy landscapes and VAT exemptions are detailed for solar PV, batteries, and electric mobility, while identifying key government agencies such as MITI, KenInvest, and SEZA that facilitate green industrial growth.

The G20 Compact with Africa (CwA), initiated in 2017, aims to boost private investment and infrastructure in Africa through reform agendas in macroeconomic, business, and financing frameworks. While CwA countries often show stronger growth and trade performance, a direct causal link to investment flows remains unproven, and foreign direct investment to Africa rose only by $4.5 billion between 2017 and 2023. To enhance the initiative, the author recommends that South Africa's G20 presidency facilitate the admission of interested countries such as Angola, Kenya, and Zambia, and elevate the African Advisory Group (AAG) to a permanent G20 working group. Additionally, the note suggests spotlighting critical minerals and energy investment, improving investment grades to reduce Africa's $75 billion risk premium, and implementing 'country platforms' to increase private sector engagement in reform agendas.

The document examines the tension between mineral-exporting and importing nations, noting that traditional trade and investment agreements often prioritize importer access over exporter development. It highlights the limitations of current Memoranda of Understanding (MOUs) and voluntary ESG provisions, recommending that exporting countries reform 'old-generation' investment agreements and that importing countries support local value addition to build more resilient and responsible supply chains.

The document is a global communiqué from March 2025 detailing a consensus among 28 countries to prioritize justice and inclusivity in the energy transition. It emphasizes the insufficiency of current investment levels in developing countries and calls for the use of concessional financing, technology transfer, and country-specific transition plans to eradicate energy poverty and build climate resilience. The signatories commit to fostering domestic manufacturing, diversifying supply chains, and strengthening regional cooperation projects such as Mission 300 and the RELAC Initiative to align national investment with Paris Agreement goals.