Zhejiang Province
Critical minerals, policy, and the energy transition
The Energy Transition Zhejiang Province
Zhejiang Province, located on China’s eastern coast, is a leading hub for advanced manufacturing, clean technology, and industrial innovation, playing an increasingly important role in the country’s energy transition. While not a major mining province, Zhejiang produces key critical minerals such as iron, cobalt, copper and gold, essential for batteries, EVs, and renewable energy systems. More importantly, Zhejiang is driving China’s clean energy future through its focus on green manufacturing, energy efficiency, and technological innovation. The province is investing heavily in smart grids, energy storage, hydrogen energy, and low-carbon industrial transformation, particularly in its globally connected port cities and manufacturing zones. Zhejiang’s energy transition strategy focuses on reducing emissions across its industrial base while supporting the development of new energy industries and supply chains. Positioned as a key link between China’s mineral resources, manufacturing capacity, and export markets, Zhejiang is at the forefront of integrating critical minerals into a technology-driven clean energy economy.
Essential minerals production and products in Yunnan 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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