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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.

Hong Kong's international economic, trade, and security alliances

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.

LithoX | Critical Minerals and the Global Energy Transition

The global energy transition to net zero is underway. Who is leading? How are supply chains being secured? How do the geopolitics vary? SFA (Oxford) provides a global overview of critical minerals, policy and legislation.

Asia

Asia's diverse geology includes significant rare earth reserves crucial for electronics and renewable energy technologies. Countries like China lead production and processing, driving economic growth while facing sustainability challenges and environmental impact.

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

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.

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