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This policy brief examines the United States government's recent shift toward using equity investments to secure critical mineral supply chains, particularly to reduce dependence on China. While these deals provide essential up-front capital and have catalyzed private investment, the author argues that equity alone is insufficient and must be paired with demand-side supports, such as price floors and offtake agreements, to ensure long-term market stability.

This research paper examines the strategic role of BRICS+ members, particularly African nations, in the global critical minerals market and their evolving relationships with the European Union. It analyzes how the expansion of BRICS+ enhances the bloc's control over essential resources for the green and digital transitions while highlighting internal geopolitical frictions that prevent a unified minerals strategy.

This research paper by the Environmental and Energy Study Institute examines how the United States can reduce its heavy reliance on critical mineral imports through circular economy strategies, specifically focusing on recycling and secondary recovery from waste streams like acid mine drainage and phosphate fertilizer byproducts.

This report analyzes the impact of the One Big Beautiful Bill Act (OBBBA), signed in July 2025, on the advanced energy manufacturing sector in the United States. While the act provides tax certainty and introduces 'full expensing' for capital investments, it creates significant headwinds for solar, wind, and electric vehicle (EV) sectors through the early termination of clean energy tax credits and stricter foreign entity of concern (FEOC) restrictions regarding Chinese supply chains. The report suggests that future investment should prioritize grid equipment, geothermal, nuclear, and next-generation energy technologies where domestic demand continues to exceed capacity.

This report outlines strategies for India to secure a reliable supply of critical energy transition materials (CETMs) to support its goal of achieving net-zero emissions by 2070.