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Shanxi

Critical minerals, policy, and the energy transition

The Energy Transition in Shanxi Province

Shanxi Province, historically known as China’s coal heartland, is undergoing a profound transformation as it pivots towards a cleaner, more sustainable energy future. While once dominated by fossil fuel extraction, Shanxi is now leveraging its critical mineral wealth, including magnesium, aluminium, iron, copper, gallium and strontium, to support the development of renewable energy technologies, EVs and advanced materials. The province is rapidly decarbonising its energy structure through investment in solar and wind power, industrial upgrading and the integration of new energy sources into its extensive grid infrastructure. Shanxi is also playing a key role in piloting green finance, carbon trading and hydrogen production as it seeks to reposition itself at the forefront of China's low-carbon transition. With a blend of industrial capacity, policy innovation and critical mineral resources, Shanxi is redefining its role in China's national energy strategy, shifting from carbon intensity to climate leadership.

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