New Series: Unpacking Mineral Markets

Jonah Allen and Shane Sethi have launched a new series on critical mineral markets in the context of decarbonization and development.

The future of mineral markets is promising, but deeply uncertain; it is essential to ground expectations for value capture and downstreaming policies within this volatility and develop policy objectives that can navigate it robustly. Without more grounded discussion and analysis, policymakers risk pursuing opportunities presented in illustrative and static views of the future, which may or may not transpire for a host of reasons, and risk being unprepared for other possible outcomes.

View the memo and the visual summary.

Image: A vanadium flow battery.