Hong Kong
Critical minerals, policy, and the energy transition
The Energy Transition in Hong Kong
Hong Kong, officially the Hong Kong Special Administrative Region (SAR) of China, holds a unique position in the global energy transition, not as a producer of critical minerals, but as a financial, trade and logistics hub at the gateway between mainland China and the global economy. A former British colony returned to Chinese sovereignty in 1997 under the "One Country, Two Systems" framework, Hong Kong maintains its own legal, financial and regulatory systems, giving it a distinct role in energy policy and green finance. While Hong Kong does not have significant domestic mineral resources, its world-class financial markets, deep-water port and advanced infrastructure make it a key player in financing, trading and supporting the critical minerals supply chains driving China’s energy transition. The city is positioning itself as a regional leader in sustainable finance, carbon trading, and green infrastructure investment, aligning with China’s broader carbon neutrality goals. As global demand rises for critical minerals essential to electric vehicles, renewable energy and battery storage, Hong Kong’s strategic role will centre on capital mobilisation, international partnerships, and supply chain connectivity across Asia and beyond.
A provincial analysis of China’s critical minerals and policies
SFA explores the provincial frontlines of China’s strategy to secure its future in the global energy transition. As demand for critical minerals rises for electric vehicles, batteries and renewable energy, China sits at the centre of this shift as both producer and consumer. SFA examines how provincial policies, resource endowments and mining practices shape China’s critical minerals landscape. From lithium-rich Qinghai to rare earth-heavy Inner Mongolia, this province-by-province analysis reveals the challenges and opportunities driving China’s role in the future of global energy and environmental policy.


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

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