With new export controls on critical minerals, supply concentration risks become reality – Analysis - IEA
If you wish to proceed, click on Connect. If you prefer to log into your personal account, please sign in below. Create a free IEA account to download our reports or subcribe to a paid service. Tae-Yoon Kim, Head of Critical Minerals Division Shobhan Dhir, Critical Minerals Analyst Amrita Dasgupta, Energy and Mineral Supply Analyst Alessio Scanziani, Energy Security Analyst Commentary — 23 October 2025 In today's tense geopolitical environment, critical minerals have risen rapidly up the policy agenda as a cornerstone of energy and economic security. These minerals are not only crucial for energy technologies but also play a vital role in high-tech industries, aerospace, defence and advanced manufacturing, making them central not only to energy security but also to broader economic resilience. The IEA was the first to highlight the risks of high supply concentration of critical mineral supplies, especially in processing and refining. The Global Critical Minerals Outlook 2025 show