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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.

Critical Minerals produced in Shandong Province
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.

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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