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How China Is Redrawing the Global Map of Critical Minerals

China’s $120bn critical minerals investment is reshaping global supply chains and strengthening its dominance in the clean energy economy.

Dipin Damodharan

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China’s $120 billion investment surge into critical minerals is not just about securing resources—it is about shaping the architecture of the global clean energy economy
Image credit: Thắng-Nhật Trần

China’s $120 billion investment surge into critical minerals is not just about securing resources—it is about shaping the architecture of the global clean energy economy. As supply chains realign, the balance of industrial power is shifting in ways that could define the next century

The global energy transition is often framed as a technological race—who will build the best batteries, the most efficient solar panels, or the most advanced electric vehicles. But beneath this narrative lies a more fundamental contest: control over the raw materials that make these technologies possible.

Lithium, cobalt, nickel, rare earths—these are not just commodities. They are the building blocks of the new industrial economy.

Over the past few years, China has moved decisively to secure them.

A recent analysis by Climate Energy Finance (CEF) estimates that China has committed more than $120 billion in outbound investment into critical minerals and metals since 2023, spanning multiple continents and resource categories.

What this report documents is not merely investment flows, but the architecture of a new global green industrial order,” says Tim Buckley, report lead author and Director at CEF.

This is not a scattered set of deals. It is a coordinated strategy—one that is rapidly reshaping the global resource landscape.

Beyond Extraction: Building a System

Historically, global resource investment followed a familiar pattern: capital flowed from developed economies into resource-rich regions, extracting raw materials for export with limited local value creation.

China’s current approach marks a significant departure.

Instead of focusing solely on extraction, Chinese firms are increasingly investing in processing, infrastructure, and industrial ecosystems within host countries—building ports, railways, clean energy systems, and enabling manufacturing capacity.

As Associate Professor of the Australia–China Relations Institute at the University of Technology, Marina Yue Zhang notes, the strategy has moved “well beyond simple resource extraction towards a more integrated model linking resource acquisition with processing, infrastructure, manufacturing, and long-term industrial partnerships.”

The result is a vertically integrated system that connects resource acquisition, refining, and industrial production into a single coordinated framework.

China already dominates many parts of this chain—accounting for roughly 90% of global rare earth refining, over 70% of cobalt processing, and around 60% of lithium processing.

The Logic of Vertical Integration

At the heart of China’s strategy is a simple economic insight: control the entire value chain, and you control the market.

By investing simultaneously in mines, processing facilities, and downstream manufacturing, China reduces its dependence on external suppliers while increasing global reliance on its capabilities.

Buckley underscores the scale and intent of this approach: China has built “a vertically integrated green supply chain spanning every continent, combining state-directed capital with private enterprise execution at a speed and scale no competitor country comes close to matching.”

For competitors, replicating this model is not just a matter of capital—it requires alignment between policy, industry, and long-term planning.

A New Partnership Model in the Global South

One of the most significant shifts in China’s strategy is how it engages with resource-rich nations.

Earlier models of foreign investment were often criticised as extractive. Today, Chinese firms are increasingly offering in-country processing, infrastructure investment, skilled employment, and technology transfer in exchange for long-term resource access.

As CEF analyst Matt Pollard explains, these are “not just mining deals, but blueprints for green industrialisation,” offering pathways for emerging economies to build domestic industries.

For many countries in the Global South, this represents a significant opportunity—but also a strategic choice.

A Multipolar Shift

China’s resource strategy is unfolding in a rapidly changing geopolitical landscape.

As Western economies adopt more protectionist measures and retreat from multilateral engagement, China has expanded its global investment footprint—particularly across emerging markets.

Buckley argues that this divergence is accelerating China’s momentum: its trajectory is “one of adaptation and acceleration, not retreat,” even amid rising geopolitical tensions.

The result is a shift toward a more multipolar global economy, where influence is distributed across multiple centres rather than concentrated in traditional Western powers.

Supply Chain Risks and Strategic Vulnerabilities

China’s growing dominance also raises concerns.

The concentration of extraction and processing capacity creates risks for global supply chains, energy security, and industrial competitiveness.

Countries dependent on these supply chains face potential vulnerabilities—from geopolitical disruptions to market imbalances.

Efforts to diversify supply are emerging, including strategic collaborations such as Japan’s partnership with Australia’s Lynas Rare Earths to secure long-term supply.

But scaling such alternatives remains a complex and time-intensive challenge.

The Limits of Protectionism

In response to China’s rise, some governments have turned to tariffs, trade barriers, and restrictive policies.

While these measures may offer short-term protection, they do little to address the underlying structural gap.

The challenge is not simply one of market access—it is one of capability.

Without investment in processing, infrastructure, and industrial capacity, alternative supply chains remain incomplete. Protectionism, in this context, risks isolating economies rather than strengthening them.

More effective responses are likely to involve strategic partnerships and targeted investments, similar to emerging collaborations in rare earth supply chains.

Implications for India and Emerging Economies

For countries like India, the evolving resource landscape presents both opportunity and urgency.

India has ambitions to become a major player in clean energy manufacturing and supply chain diversification. It has a large domestic market, growing industrial capacity, and a strong talent base.

But it faces significant gaps.

Processing capabilities remain limited. Access to critical minerals is constrained. And integration across the value chain is still developing.

To compete effectively, India will need to move beyond isolated initiatives and adopt a more coordinated approach—linking resource access, industrial policy, and global partnerships.

More broadly, resource-rich nations face a strategic choice. They can remain suppliers of raw materials, or they can leverage current demand to build domestic industries and capture greater value.

China’s model offers one pathway. Whether others can develop alternatives will shape the future of the global economy.

The New Resource Order

The transition to a low-carbon economy is not just an environmental imperative—it is an industrial transformation.

At its core lies a simple reality: technologies may evolve, but they are built on physical resources. Control those resources, and you shape the trajectory of the transition.

China’s $120 billion investment surge is a reflection of this understanding. It is not merely securing supply—it is constructing a system.

The implications are profound.

As the world moves toward net zero, the question is no longer just who will innovate, but who will control the inputs that make innovation possible.

In that contest, the contours of a new resource order are already emerging—and China is at its centre.

Dipin Damodharan is an award-winning journalist, editor and media entrepreneur, and Co-founder and Editor-in-Chief of EdPublica, an independent global media platform covering education, science, research, innovation, climate and public policy. With more than a decade of experience in journalism, he has worked across print, digital and multimedia media. His reporting explores science, climate, sustainability and the social impact of research and innovation. His work has been recognised by the Solutions Journalism Network and other journalism organisations.

Society

Who Cares for India’s Older People?

On International Day of Older Persons, a HelpAge India study highlights gaps in healthcare, income, family care and social support facing older people in India, including added risks from climate-related hazards.

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Older people receiving assistance while navigating uneven steps at a public site
Older people receive assistance as they navigate uneven steps, highlighting the importance of accessibility and support in later life. Representational image. Image credit: Krepesh Chandra Sarker/Pexels

Growing older can change something as ordinary as getting medicines, visiting a doctor or managing a difficult day alone. For many older people, the question is not simply whether help exists, but whether someone is close enough and able to provide it when it is needed.

A recent HelpAge India study of 2,224 older people across 20 districts in 10 states offers a picture of the support systems on which they depend. It found that 94% of older people who needed care received it from family members. But that support is not equally available to everyone.

Thirteen percent of those surveyed lived alone, 33% were widows and 28% were aged 80 or above. Nearly half reported a long-term impairment, including mobility and vision difficulties. These circumstances matter because everyday care often depends on another person being physically present.

When Family is not Nearby

India’s older population continues to rely heavily on family for care. But migration for work is changing household arrangements. In the HelpAge study, 18% of households reported that a family member had migrated for work. Sons accounted for 76% of those migrants.

For older people living alone, neighbours often fill part of the gap. Thirty-eight percent depended on neighbours for care, while 20% relied on family members living elsewhere. Sixteen percent said they received no care.

Older people and their welfare
Living arrangements among older people, with 42.1% living with a spouse and children and 13% living alone. Source: HelpAge report

Distance does not necessarily mean that families stop supporting older relatives. Financial assistance and regular communication can continue. But some needs cannot be met remotely: taking someone to a hospital, collecting medicines, helping them move around the house or responding when they suddenly fall ill. This distinction becomes particularly important during emergencies.

Health Harder to Manage

The study found that 52% of respondents could not afford medicines. Public facilities were an important source of healthcare, with 51% using primary health centres and 49% government hospitals.

Climate-related events exposed some of these existing difficulties further. Seventy-eight percent of those surveyed had experienced at least one such hazard in the previous three years, with heatwaves the most common.

Among those who experienced heatwaves, 74% said illness increased and 44% said existing health conditions worsened. One-third reported difficulty accessing healthcare. These figures are less about the hazard itself than about what happens when an older person already managing health problems has fewer options for care.

“Older persons are among those most at risk from rising climate shocks, particularly those living alone or with impairments, yet they remain largely invisible in climate response efforts,” says Rohit Prasad, CEO, HelpAge India. “Climate impacts extend beyond physical hazards, affecting health, income, housing, care and social wellbeing.”

Prasad says age-related physical, financial and social challenges can limit older people’s ability to prepare for, withstand and recover from climate events. He calls for ageing to be integrated into climate adaptation, climate financing, elder-centric disaster risk reduction and social protection policies.

Income Constraint

Healthcare is only one part of financial insecurity in later life. Pensions were the main source of income for 49% of respondents. Sixteen percent had neither work nor income, while others continued to work in agriculture, agricultural labour or other forms of employment.

The ability to pay for medicines, travel to healthcare facilities, household repairs or basic necessities depends heavily on this income. Work also changes with age. The HelpAge study found that the proportion reporting no work or income rose from 11% among those aged 60–69 to 21% among those aged 80 and above.

For people who have spent much of their lives in informal employment, growing older can therefore mean entering a period with limited savings, little employment protection and greater healthcare needs.

The Problem of Access

Government schemes can provide important support, but knowing about a benefit does not always mean being able to obtain it. The study found relatively high awareness of the Public Distribution System, pensions, subsidised healthcare and housing schemes. Yet access was more difficult for people with poor health, those severely affected by climate hazards, people without formal education and those from lower socioeconomic groups.

Respondents also reported delays, difficulties with digital access and a lack of assistance with applications. For an older person with limited mobility, poor eyesight or little experience with digital services, even a relatively straightforward application can become difficult without help.

Ageing Needs More Than Family Care

India’s ageing population is growing, while the family structures that have traditionally provided care are changing.

UNFPA estimates that the number of Indians aged 60 and above could approach 193 million by 2030. That growth will increase the need for healthcare, financial support and forms of care that do not depend entirely on whether an older person’s children live nearby.

The answer is not to replace family care, which remains central to the lives of many older people. It is to ensure that those who do not have family nearby, cannot afford private care or need support beyond what relatives can provide are not left without alternatives.

Ageing policy therefore needs to look beyond longevity. It has to account for who provides care, who pays for healthcare, how older people access public services and what happens when the person they depend on is no longer close by. For many older Indians, these are not future questions. They are questions of everyday life.

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Not Broken but Unheld: A New UN Report Asks Us to Tend the Forest, Not Only the Tree

A new UN report on youth mental health calls for an ecosystem approach linking well-being with education, work, housing, climate, technology and community.

Prof Narnia Bohler-Muller

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When Youth Mental Health Becomes a Housing, Work and Education Question
Image credit: Timur Shakerzianov/UnSplash

A new UN report asks us to rethink youth mental health not simply as a matter of individual symptoms, but as a question of the wider ecosystems in which young people live, learn and work.

There is a sentence in the middle of the United Nations’ new report on youth mental health that I have not been able to set down: “There is no ‘cure’ for being human”. Thriving, its authors write, does not mean the absence of hardship. It is a rare admission for an institution whose native idiom is targets and indicators, and it signals something larger than a change of tone.

Youth Mental Health & Well-being in an Uncertain World: A Global Call to Action, produced by the UN Youth Office and the United Nations University International Institute for Global Health and launched in September’s UN General Assembly, asks governments to stop treating young people’s distress mainly as a matter of individual symptoms. Instead it proposes an ecosystem model of 10 linked domains: governance, education, decent work, housing, climate, digital technology, peace, the arts, sport and spirituality. Each can tend or erode a young person’s life.

Youth Mental Health: The Sobering Global Figures

The figures are sobering. One in seven people aged 10 to 19 lives with a mental health condition, and half of these conditions emerge by 18. Suicide remains among the leading causes of death for the young, and close to three-quarters of the world’s suicides occur in low- and middle-income countries. Yet only 56% of countries have a child and adolescent mental health policy, against 81% with adult policies, and most spend less than 2% of their health budgets on mental health.

More telling than the numbers is the report’s philosophical turn. Drawing on Tyler VanderWeele’s flourishing research at Harvard, it insists that well-being belongs to the person and to her world at once: the tree and the forest must both be doing well. It speaks of relational well-being, of care, connection and community as the ground of collective health, and of each young person as, in some measure, the embodiment of her surroundings.

Flourishing Denied

African readers will recognise this terrain. Umuntu ngumuntu ngabantu; motho ke motho ka batho: a person is a person through other persons. Ubuntu has long held that personhood is not a possession but an achievement of relation, and that no self can flourish in a community that is failing. The report arrives, by way of Harvard, at a truth spoken in isiZulu, isiXhosa and Sesotho for generations. I welcome that convergence, and want to push it further.

In my own work I call this condition flourishing denied: the tearing of the relational webs that hold a life, from the household to the planet. Read this way, much of what we name youth mental illness is not, or not only, a malfunction inside the young person. It is an accurate registration of a world that has come apart around her. The report comes close to saying so. Citing UNICEF, it notes that six in 10 young people faced systemic challenges in the past year, led by economic instability and climate change, and that more than half lack hope for the future. UNESCO, it adds, has found an erosion of young people’s belief in their own futures, rooted in historical injustice. Despair of this kind is not a disorder of perception. It is, very often, perception itself.

This matters because the language of resilience, which the report uses generously, can return the burden to the young. We teach adolescents to regulate their emotions, to breathe, to cope, and then send them out into economies that have no place for them. Resilience is a virtue; it is not a policy. No young person should have to become heroically adaptable to survive conditions a decent society would not impose.

Nowhere is this clearer than at home. In the second quarter of this year Statistics South Africa reported youth unemployment of 47.4% among 15- to 34-year-olds, and more than a third of 15- to 24-year-olds were neither employed nor in education or training. The report cites South African research finding that between 21 and 24.5% of students live with conditions ranging from social anxiety to post-traumatic stress. Set side by side, these figures make the ecosystem model concrete. For many young South Africans, decent work is not one domain among 10; it is the load-bearing wall.

Hope In Its Pages

The report’s most consequential move is to anchor all this in human rights. It recalls the Secretary-General’s insistence that mental health is a right, not a privilege, and General Assembly resolution A/RES/77/300, which defines mental health not by the absence of a condition but by an environment in which dignity is respected. South Africa needs no persuading. Our Constitution guarantees access to health care, adequate housing and a basic education, and an environment not harmful to health or well-being. The report offers a way to read these guarantees together: a student’s panic attack in an overcrowded residence may be a housing question, a safety question and a labour-market question.

There is hope in its pages too. Much of the report’s texture comes from youth-led initiatives, many of them African: peer-support circles, restorative justice networks, arts-based healing, digital helplines. Young people are already building the ecosystems that states have been slow to fund, and the report rightly insists that they be co-authors of the response, not its beneficiaries.

A call to action is only as good as the action it calls forth, and the report is candid that policies on paper have not yet become services on the ground. Its model is a map. What South Africa needs now is the political will to walk it: to budget for mental health, to design labour, housing and education policy with young minds in view, and to resource the young people already doing the work.

There is an isiZulu word I return to often: ngisazophumelela, I will yet succeed; I am still becoming. It is not a statement of certainty but a grammar of persistence, a future tense spoken from inside difficulty. The question the UN has put to us is whether we will build a world in which it can come true.

Disclaimer: Prof Bohler-Muller writes in her personal capacity and does not necessarily represent the views or position of the University of the Free State. 

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Digital Detox: Why Taking a Break From Screens Matters

A digital detox can help children and adults reduce screen dependence, reconnect with nature and relationships, and create space for reflection and creativity.

Anoop Krishnan H

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digital detox
Image credit: Darina Belonogova/Pexels

A digital holiday can offer a practical pause from screens and constant connectivity. From children to working professionals, taking regular time offline can help rebuild attention, creativity, relationships and a healthier balance with technology. A digital detox can help children and adults reduce screen dependence, reconnect with nature and relationships, and create space for reflection and creativity.

Imagine a day without digital devices. Those of us who grew up in the 1990s remember the shift firsthand — from writing letters with ink pens to typing messages on social media and making video calls. Artificial intelligence and rapid technological change now touch nearly every part of daily life, and an internet-first era has drawn humanity into a globally connected network. We ask AI chatbots for advice on everything from recipes to relationships. Yet the love of books and literature hasn’t disappeared — it has simply changed form. Audiobook platforms have grown fast, gaining listeners who once preferred print. At the same time, attention spans are shrinking as short-form video reshapes how we consume information. In an era built around likes, shares and instant search results, there is a real case for finding a better balance between online and offline living.

Children under 16 in particular need more exposure to offline living, and less dependence on screens. Time away from devices helps children build social skills, sharpen critical thinking, and learn to approach problems from multiple angles — all of which support holistic personal development.

Of course, context matters. During the Covid-19 pandemic, online education became the only option once lockdowns were imposed, and digital learning kept formal education running when nothing else could. But in a post-pandemic world, governments are increasingly reconsidering how much unsupervised screen time is appropriate for children. China’s “minor mode” framework restricts screen time by age; the United Kingdom has moved to ban social media for under-16s from 2027; and New Zealand has introduced legislation to do the same. In India, Karnataka announced in its 2026 state budget that it would ban social media use for under-16s, and Goa’s government has said it is studying a similar move. The details of enforcement remain unsettled in most of these cases, but the direction of the debate is clear: policymakers across the world are actively discussing how to limit children’s social media access. A middle path — rather than an outright ban — is worth considering.

Digital Detox Awareness

Schools are well placed to lead here. A monthly digital detox awareness session, run by trained resource persons and built around hands-on, creative activities, could help draw out children’s imagination while gently reducing screen dependence. Students could keep a diary of their experience — what they noticed, what they missed, what surprised them — during each digital detox day. Over time, schools could even form “digital holiday clubs” to mark one day a month as a shared offline day. Practised consistently through school life, this could help a generation grow into adults with more clarity of thought and purpose — provided they use that offline time for something creative and productive, rather than simply waiting it out.

In practice, a life entirely without the internet isn’t realistic for most of us. But digital minimalism is achievable, and a single digital holiday once a month is a reasonable place to start. Switching off completely for one day can open space for new ideas and reconnect us with the natural world.

That day can also be a chance for self-reflection — a deliberate pause to look inward. It can be used to build a skill: writing, cooking, dancing, whatever draws you. It’s an opportunity for offline meetups with friends and family, for cycling a short distance, for reading a book purely because you chose it, not because an algorithm suggested it. A digital holiday can help you rediscover what actually matters to you and reset your priorities. It also strengthens real relationships — the kind built through presence, not notifications — and leaves room for practices like yoga and meditation that support genuine mental peace.

Digital Detox Is Harder for Working Professionals

For working professionals, this is harder. Most of us are running behind deadlines, structuring our days around work and family obligations already. Stepping outside that loop, even for a day, takes real intention. But the practice of digital detox is worth the friction — it teaches delayed gratification and reintroduces us to the quieter pleasures of offline living.

None of this is a case against technology. Instant messaging and the broader digital revolution have made services faster and more accessible than ever, and that’s worth acknowledging. But speed and convenience come with a cost if we let them: information overload, and an over-reliance on AI chatbots for decisions that deserve real human judgement. Blindly following AI-generated advice isn’t something to encourage. The internet is a necessity now — but that makes the case for balance stronger, not weaker.

Reconnect with nature. Spend real time with the people who matter to you. And once in a while, take the leap: switch off for a day, and notice the difference it makes.

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