Contact Us

Xinjiang Autonomous Region

Critical minerals, policy, and the energy transition

The Energy Transition in Xinjiang

Xinjiang Autonomous Region, located in northwestern China, plays a pivotal role in the country’s energy transition, combining vast mineral wealth with large-scale renewable energy development. The region is rich in critical minerals such as lithium, beryllium, magnesium, silicon, aluminium, iron, cobalt, nickel, copper, zinc, silver, gold and lead, making it a strategic supplier for clean energy technologies, battery production and low-carbon industrial systems. Xinjiang is also a national leader in solar and wind energy deployment, supported by its expansive territory and strong solar irradiance. Integrated with long-distance transmission infrastructure, the region exports clean electricity to eastern provinces, contributing to China’s broader decarbonisation strategy. At the same time, Xinjiang is modernising its mining and materials processing industries to align with national environmental targets, while promoting green industrial development and innovation. As global demand for critical minerals continues to rise, Xinjiang’s resources and energy infrastructure place it at the forefront of China's clean energy future.

Critical Minerals produced in Xinjiang Autonomous Region
Essential minerals production and products in Xinjiang Autonomous Region

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.

Get in touch