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Critical minerals, policy, and the energy transition

The Energy Transition in the United Kingdom

The United Kingdom's energy strategy has faced significant challenges, exposing critical weaknesses in its transition to a low-carbon economy. Despite early leadership in climate policy, the UK now finds itself grappling with an over-reliance on imported natural gas, compounded by the slow pace of replacing fossil fuels with renewable energy sources. The closure of domestic coal plants and the lack of substantial investment in new nuclear capacity have left the country vulnerable to energy shortages, particularly during high-demand periods. While the UK has made strides in offshore wind and solar energy, the transition to renewables has been inconsistent, exacerbated by cuts to subsidies for renewable projects and a failure to scale up infrastructure at the necessary pace. Further complicating the situation, the UK’s push towards electric vehicle production has been hindered by an inability to secure a reliable supply of critical minerals, such as lithium and rare earth elements, which are essential for battery manufacturing and other green technologies. Energy prices have surged, contributing to the ongoing cost-of-living crisis and highlighting the failures in balancing sustainability with energy security and affordability. In the face of these growing challenges, the UK's failure to develop a comprehensive, long-term energy strategy could undermine its position as a global leader in clean energy, putting its future energy security at risk amidst an evolving geopolitical landscape.

Latest news and insights

Stay ahead in the energy transition with SFA (Oxford)’s cutting-edge insights into how the UK’s rare earth refining, battery supply chain strategy, and ESG regulation are reinforcing its role as a global leader in clean energy innovation and critical mineral resilience.

BMW delays electric MINI production

24 February 2025 | Lakshya Gupta

BMW’s recent announcement to delay the production of the electric MINI has cast doubt on the future of its MINI manufacturing plant in Oxford, UK.

United Kingdom's international economic, trade, and security alliances
Critical Minerals production in the United Kingdom
Essential minerals production and products in Poland

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.

Europe

Europe's focus on circular economies and sustainable practices underpins its approach to critical minerals like lithium and cobalt, essential for e-mobility and energy storage. The region's advanced economies drive innovation in mining and recycling, aiming for supply chain resilience.

Rare Earths Elements

Critical components powering the global economy, from high-tech consumer electronics to essential renewable energy technologies.

Minor Metals and Minerals

Minor metals play a pivotal role in advancing the energy transition by enabling significant improvements in energy efficiency and the performance of clean energy technologies.

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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