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Inner Mongolia

Critical minerals, policy, and the energy transition

The Energy Transition in Inner Mongolia

Inner Mongolia, located in northern China, is a vital player in the nation’s energy transition, with its rich reserves of critical minerals and strategic policies driving the shift to a more sustainable and low-carbon economy. The region is home to a variety of essential minerals, including graphite, iron, copper, zinc, germanium, molybdenum, silver, tin, rare earth elements, gold, lead, and bismuth, all of which are crucial for the production of renewable energy technologies, electric vehicles, and energy storage systems. These minerals not only support China’s green energy ambitions but also position Inner Mongolia as a key supplier in the global green energy supply chain. As part of its energy transition strategy, the region is expanding its renewable energy capacity, particularly in wind and solar power, due to its vast land area and favourable climatic conditions. Inner Mongolia is also a major player in China’s rare earths sector, with the province providing a significant portion of the world’s supply of these crucial elements. The region is aligning its energy policies with national goals, focusing on reducing carbon emissions, improving energy efficiency, and promoting green technologies.

Critical Minerals produced in Inner Mongolia Autonomous Region
Essential minerals production and products in Inner Mongolia Autonomous Region

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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