The Global Critical Minerals Outlook 2026 reports that dominant refining countries accounted for more than three-quarters of refined supply growth over the preceding two years. Indonesia leads nickel refining growth, while China remains central across other key energy minerals. Export restrictions add another layer of uncertainty for buyers and industrial users.
Perspective
Supply resilience involves processing capacity and equipment access as well as the location of mineral deposits.
Source & attribution
International Energy Agency · 2026 report
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This is an original summary of third-party reporting. The perspective paragraph is editorial interpretation. Source organizations are not represented as LME partners or endorsers. Forecasts reflect their publication date and may change.
International Energy Agency · 2026 report
Read the original source ↗
This is an original summary of third-party reporting. The perspective paragraph is editorial interpretation. Source organizations are not represented as LME partners or endorsers. Forecasts reflect their publication date and may change.