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.
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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