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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.

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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