Macao
Critical minerals, policy, and the energy transition
The Energy Transition in Macao
Macao, officially the Macao Special Administrative Region (SAR) of China, plays a niche but evolving role in the country’s energy transition. A former Portuguese colony returned to Chinese sovereignty in 1999 under the "One Country, Two Systems" model, Macao retains autonomy over its legal and economic systems, which differ significantly from those of mainland China. Unlike resource-rich provinces, Macao does not produce critical minerals and has minimal heavy industry. However, its growing emphasis on sustainable urban development, renewable energy integration, green building standards, and energy efficiency reflects its contribution to China’s broader low-carbon goals. As Macao diversifies its economy beyond gaming and tourism, it is investing in green infrastructure, EV incentives, and regional cooperation with neighbouring Guangdong cities under the Greater Bay Area initiative. Macao’s strategic location, integrated development plans, and financial autonomy position it to play a supportive role in China’s clean energy ambitions, particularly through innovation in green finance, smart city technologies, and policy alignment within the Pearl River Delta region.
Macao'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.


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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