Transport
Critical minerals, policy, and the energy transition
Critical Minerals and Transport Technologies
The transportation sector is undergoing a profound transformation, driven by the shift toward cleaner, more efficient, and technologically advanced mobility solutions. From electric vehicles (EVs) to high-speed rail and next-generation aerospace, these innovations depend on a stable and secure supply of critical minerals. Lithium, cobalt, nickel, rare earth elements, and graphite are essential for EV batteries, while lightweight aluminum and advanced alloys enhance fuel efficiency in aviation and automotive design. However, the global supply chain for these minerals is complex and geopolitically sensitive, with production concentrated in a few key regions. As demand surges, ensuring access to critical minerals has become a strategic priority for governments and industries alike. Understanding the role of these minerals in transportation technologies is essential for navigating the evolving landscape of sustainable mobility, energy security, and supply chain resilience.





Critical sectors using strategic minerals
Meet the Critical Minerals team
Trusted advice from a dedicated team of experts.

Henk de Hoop
Chief Executive Officer

Beresford Clarke
Managing Director: Technical & Research

Jamie Underwood
Principal Consultant

Ismet Soyocak
ESG & Critical Minerals Lead

Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies

Dr Sandeep Kaler
Market Strategy Analyst

How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.