Shandong Province
Critical Minerals and The Energy TransitionCritical minerals, policy, and the energy transition
The Energy Transition in Shandong Province
Shandong Province, located on China’s eastern seaboard, is a powerhouse of industrial production and a strategic hub in the country’s energy transition. Rich in critical minerals such as lithium, graphite, aluminium, iron, cobalt, copper, gallium, silver, rare earth elements, and gold, Shandong supports a wide range of clean energy technologies, from battery manufacturing to solar panels and EVs. As one of China’s top economic performers, the province is aligning its industrial base with national carbon neutrality goals by advancing renewable energy development, improving energy efficiency, and decarbonising heavy industries like steel and cement. Shandong is also investing in new energy infrastructure, including offshore wind, energy storage, and green hydrogen while promoting innovation in mineral processing and recycling. With its deep reserves, industrial scale, and low-carbon development commitment, Shandong is playing a vital role in securing China's critical mineral supply chains.
Essential minerals production and products in Shandong 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.


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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