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Shaanxi Province

Critical minerals, policy, and the energy transition

The Energy Transition in Shaanxi Province

Shaanxi Province, located in north-central China, is emerging as a critical player in the country’s energy transition, combining its mineral wealth with a growing focus on clean energy innovation. The province is rich in critical minerals such as magnesium, nickel, zinc, molybdenum, rhenium, mercury, gold, and lead, vital materials for renewable energy technologies, battery production, and advanced industrial applications. Traditionally a major centre for energy and resource extraction, Shaanxi is now repositioning itself to align with China’s national carbon neutrality goals. The province is investing in renewable energy infrastructure, expanding wind and solar power generation, and promoting hydrogen energy development to diversify its energy mix and reduce reliance on coal. At the same time, Shaanxi is accelerating the development of its critical mineral supply chains to support the growing demand for electric vehicles, energy storage, and clean technology manufacturing. With its strategic location, industrial capabilities, and resource base, Shaanxi is set to play a key role in China’s transition to a low-carbon economy.

Critical Minerals produced in Shaanxi Province
Essential minerals production and products in Shaanxi Province

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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