Paul Katz

The energy transition represents a significant opportunity for countries producing the materials critical to electrification. In this series, we look at eight such materials: aluminum, cobalt, copper, natural graphite, iron, lithium, manganese, and nickel. As demand for so-called “critical minerals” grows, producer countries must develop robust strategies for effective value capture to transform a temporary windfall into an opportunity to grow shared wealth and climb the value chain. Doing so demands both institutional capacity and political will.

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