Mineral Wealth and Electrification
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.
Key takeaways
- Electrification is driving a growing demand for critical minerals, creating new opportunities for producer countries rich in these materials, as represented in our interactive online transition-critical minerals map.
- While criticality is often considered in light of the needs of countries consuming these materials as inputs of higher value-added products, we adopt a producer-country perspective centered on the potential for wealth creation and public value capture and investment.
- Sovereign wealth funds and other revenue management strategies can play a vital role in managing volatile commodity revenues, providing stability and promoting long-term investment.
![](https://jainfamilyinstitute.org/wp-content/uploads/2024/11/mesaba-deposit-drill-core-jfi-minerals.png)
In This Series
Transition-Critical Minerals: Wealth Endowments and Value Capture — Interactive Map
Mineral Wealth and Electrification — Report
Mineral Wealth and Electrification — Technical Appendix
Mineral Wealth and Electrification Contributors
![](https://jainfamilyinstitute.org/wp-content/uploads/2023/07/edi-1-JFI-Portraits-JPG-Selects-13-scaled-e1689130051571.jpg)
Eduard Nilaj
Senior Research Associate
![](https://jainfamilyinstitute.org/wp-content/uploads/2023/07/francis-1-JFI-Portraits-JPG-Selects-18-scaled-e1689130108175.jpg)
Francis Tseng
Lead Developer
![](https://jainfamilyinstitute.org/wp-content/uploads/2023/03/9E2A5CAD-D263-4FA6-914E-08E4BFC31C44-scaled.jpg)
Jonah Allen
Lead Researcher, Energy Transition Value Chains
![](https://jainfamilyinstitute.org/wp-content/uploads/2023/07/paul-1-JFI-Portraits-JPG-Selects-8-scaled-e1689130439968.jpg)
Paul Katz
Senior VP
![](https://jainfamilyinstitute.org/wp-content/uploads/2023/07/sina-4JFI-Portraits-JPG-Selects-25-scaled-e1689130567230.jpg)
Sina Sinai
Senior Research Associate
Recent Updates
Event: Mineral Wealth and Electrification: A Producer-Country Perspective
Join us for a Zoom panel discussion on December 12.
New series: Mineral Wealth and Electrification
On the shifting map of natural resource wealth, and new possibilities for strategic development.