Connect with us

Society

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

Published

on

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

Between Lectures and Lyrics: Kabeer Is Building a Malayalam Hip-Hop Career One Self-Taught Skill at a Time

A Kerala-born student in Milton Keynes is writing, producing and releasing his own Malayalam hip-hop and R&B music — one late night and one self-taught skill at a time.

Joe Jacob

Published

on

Amjad Kabeer
Kabeer is building an independent music career, combining Malayalam storytelling with contemporary hip-hop and R&B. (Photo: Special Arrangement)

Between lectures and coursework in Milton Keynes, Amjad Kabeer spends his free hours doing something far removed from campus life: writing, producing and releasing his own music. Known professionally as Kabeer, the Kerala-born student has spent the past few years building an independent Malayalam hip-hop and R&B career almost entirely on his own terms — one lyric, one beat and one late night at a time.

Two cultures, one sound

For Kabeer, moving from Kerala to the United Kingdom as a student was less an ending to his old life than the start of a search for how to carry it with him. Adjusting to a new country, a new academic routine and a new set of responsibilities was not easy, Kabeer says, but the experience also sharpened his sense of where he came from. Living between two cultures, he says, gave him a different way of thinking about belonging, ambition and personal growth — themes that now run through almost everything he writes.

Rather than treating his Malayalam identity as something to set aside once he moved abroad, Kabeer has placed it at the centre of his music. Language, according to Kabeer, is one of the clearest markers of who a person is, and moving to another country should not mean leaving that part of oneself behind. That conviction shows up directly in his sound: Malayalam lyrics and storytelling set against a contemporary hip-hop and R&B backdrop, built, he says, in the hope that Malayalam music can reach listeners well beyond Kerala or the wider Malayalam-speaking world.

Learning to produce from scratch

The turning point in his development as a producer, Kabeer says, came out of a limitation rather than an opportunity. Professional studio production was out of reach on a student budget, so he decided to learn it himself. Through online tutorials and, by his own account, a great deal of trial and error, he taught himself to produce his own records from scratch. It was a frustrating process, he admits, but it also left him with something he now considers essential to his identity as an artist: creative control over his own work, from a song’s first idea through to its final mix.

“My style is a blend of Malayalam hip-hop, R&B and melodic rap, usually set against atmospheric, moody production”

That control, Kabeer explains, is the real meaning behind his independence — not working alone for its own sake, but being able to turn his own experiences into music without compromising on how they sound. He says he still values collaboration, but being able to carry a track through every stage himself remains central to how he sees himself as an artist.

Six singles, no label

Musically, Kabeer describes his style as a blend of Malayalam hip-hop, R&B and melodic rap, usually set against atmospheric, moody production. His songs return often to self-discovery, relationships, ambition, resilience and the emotional weight of chasing a dream far from home — subjects that, for an artist juggling a degree and a music career at the same time, are not exactly hypothetical. He has released six singles and two music videos so far, entirely through his own resources. Among them, he points to “Clueless” as the one that means the most to him, calling it a marker of how far he has come as both a songwriter and a producer.

Running a music career without a label or management team has not been simple to combine with student life. Kabeer is responsible for every part of the process himself — writing, recording, producing, filming videos, promotion and covering the costs of releasing music — on top of coursework and the everyday demands of living in another country. He describes each release as a chance to grow rather than a burden, for all the pressure involved.

Untitled Design 87
Image credit: By special arrangement.

That effort has started to draw outside attention. Kabeer says his music has had airplay on Amazing Radio UK, and his story has been covered by media outlets. For an independent artist working without institutional backing, Kabeer says, that kind of recognition is encouragement to keep going rather than an endpoint in itself.

Representation, one release at a time

Kabeer’s ambitions go beyond individual releases. He wants to help build greater visibility for Malayalam hip-hop within the UK’s wider music scene, and to create more of a creative connection between Kerala and the broader South Asian diaspora. Representation matters to him in particular: growing up, he says, he rarely saw Malayalam hip-hop represented on an international stage, and he hopes his own path encourages other young people from South Asian backgrounds to pursue their creative interests without feeling they have to give up their cultural identity to do it.

Looking ahead, Kabeer plans to keep releasing original music, explore collaborations and look for more opportunities to perform live, with the longer-term goal of building an artistic identity that draws equally on his life in Kerala and in the UK. For a student still early in both his degree and his music career, he puts it simply: the goal was never just to make music while living abroad, but to make something that carries where he is from into whoever he is still becoming.

Continue Reading

Society

Is India paying more than it thinks for chemical farming?

India’s fertiliser subsidy system carries fiscal, environmental and energy costs beyond the price farmers pay. A new Climate Trends study examines the case for balanced nutrient use, organic alternatives and a gradual transition to low-input farming.

Published

on

A farmer carrying a backpack sprayer while working in a paddy field.
A farmer sprays agricultural chemicals in a paddy field, illustrating the use of external inputs in rice cultivation. Representational image. Image credit: masudar rahman/ Pexels

For a paddy farmer in Kuttanad, the amount of fertiliser needed is different from that recommended for other parts of Kerala. The Kerala Agricultural University recommends 90 kg of nitrogen, 45 kg of phosphorus and 15 kg of potassium per hectare for medium-duration, high-yielding rice varieties in Kuttanad. However, this recommendation applies only under certain conditions. The soil should have medium to high potassium levels, rice straw should be mixed back into the soil, and tidal water should supply some nutrients to the field. If soil tests show low potassium levels, the fertiliser requirement changes.

This is because fertiliser needs depend on several factors, including soil type, water movement, rice variety and how crop residues are managed. If farmers apply more fertiliser than their crops need, cultivation costs can rise. The unused nutrients may also enter nearby water bodies and cause pollution. Fertiliser prices in India are heavily subsidised by the government. In 2024–25, the Centre spent 1.77 lakh crore rupees on fertiliser subsidies. This support keeps fertilisers affordable for farmers, but the cost to the public is rarely included when calculating how profitable farming really is.

A study by Climate Trends, titled The Economics of Cultivation, looks at what happens wchen these government subsidies and the environmental costs of fertiliser use are included in the economics of farming. The study suggests that the actual returns from farming that relies heavily on chemical fertilisers may be considerably lower than they appear when these costs are left out.

What does a Hectare of Wheat Really Earn?

Farmers calculate their profit by private net returns, the money a farmer has left after paying for production. But there is another way called the social net return. This includes the government’s spending on fertiliser subsidies and the greenhouse gas emissions produced during fertiliser manufacturing and use. These costs do not appear in a farmer’s accounts, but are borne by taxpayers and the environment.

Across five wheat cultivation cases examined in the study, the social return was estimated to be 36% to 182% lower than the private return, with an average difference of around 90%. In two cases, the return turned negative after these additional costs were included. Punjab’s wheat cultivation in 2019–20 shows how large this gap can be. The study estimates that farmers earned a net return of 31,901 rupees per hectare after deducting cultivation expenses. However, when an additional 11,554 rupees per hectare in fertiliser subsidy costs and greenhouse gas emissions was accounted for, the return fell to 20,347 rupees per hectare.

The study also estimates that Punjab’s fertiliser-related fiscal cost in 2022–23 was 14,072 rupees per hectare. This was nearly four times the all-India figure of 3,630 rupees per hectare in 2021–22. While the farmers continue to benefit from subsidised fertiliser prices, which reduce their cultivation expenses, the additional costs that are shifted to taxpayers and the environment.

Fertiliser subsidy
India’s chemical fertiliser nutrient use rose from 0.2 million tonnes in 1960–61 to 30.64 million tonnes in 2023–24, reflecting the country’s growing dependence on synthetic fertilisers. Source: Climate Trends

Pricing Policy Influencing Nutrient Choices

India’s fertiliser subsidy policy also influences nutrient use. Introduced in 2010, the Nutrient Based Subsidy (NBS) scheme links subsidies for phosphatic and potassic fertilisers to their nutrient content, while companies have greater freedom to set prices. Urea, which supplies nitrogen, remains under government price control.

This makes urea relatively cheaper and may encourage farmers to use more nitrogen-based fertiliser, even when crops need a different nutrient balance. As the study suggests nitrogen’s share of fertiliser consumption reached 69.9% in 2012–13. Its statistical analysis recorded a 4.42 percentage-point annual increase in the post-2010 trend. However, the analysis covers only four years after the reform and has no control group. It therefore cannot establish that the policy alone caused the increase.

The Indian Council of Agricultural Research recommends soil-test-based fertiliser application rather than a uniform nutrient ratio. Kerala’s lower nitrogen share does not necessarily mean fertiliser use is efficient across all its farms. In Kuttanad, for example, the recommended potassium dose depends on existing soil levels and whether rice straw is incorporated into the field.

Emissions and the Cost of Imported Inputs

Producing synthetic nitrogen fertilisers requires large amounts of energy, much of it from fossil fuels. Their use also releases nitrous oxide, a greenhouse gas that traps much more heat than carbon dioxide over 100 years. Climate Trends report finds the global synthetic nitrogen fertiliser supply chain produced an estimated 1.13 billion tonnes of carbon dioxide equivalent emissions in 2018, accounting for about 2.1% of global greenhouse gas emissions. In India, fertiliser manufacturing alone produced an estimated 25 million tonnes of carbon dioxide equivalent emissions in 2022–23.

India also depends heavily on imports for fertiliser production. It imports potash, several raw materials used in phosphate fertilisers, natural gas and ammonia. Disruptions to international trade routes and energy supplies can therefore affect both the cost and availability of these inputs. The disruption around the Strait of Hormuz is an example.

When international prices rise, the government may have to spend more to keep fertilisers affordable. Farmers, meanwhile, can face supply shortages and uncertainty over availability, even when retail prices are regulated.
“We need to fundamentally rethink our approach to soil conservation, moving beyond engineering structures and short-term interventions towards the revival of ecosystems. Despite decades of investment, soil erosion continues to intensify, while the productivity of prime agricultural lands and ecosystems is declining.

Restoring soil health, conserving natural resources and strengthening ecological processes must be at the heart of our response. This also calls for promoting diversified cropping practices suited to local agroecological conditions, rather than perpetuating resource-intensive cropping patterns. Building climate-resilient agriculture requires us to address the root causes of soil degradation, strengthen local ecological solutions and restore the natural systems that help communities withstand droughts, floods and other climate stresses.”, said Dr. Basant Kumar Kandpal, Technical Expert (Agriculture and Horticulture), National Rainfed Area
Authority (NRAA).

Can Farmers Move Away From Chemical Inputs?

For Kerala’s rice farmers, fertiliser requirements vary across fields. In Kuttanad, for instance, the recommended potassium dose depends on soil-test results and whether rice straw is returned to the field. Applying these recommendations requires accessible soil testing, regular agricultural extension support and affordable inputs.

“Excessive dependence on chemical fertilisers comes at a far greater cost to the nation than what is reflected in their market prices or subsidy allocations. Soil degradation, environmental damage, energy dependence and the growing fiscal burden are increasingly difficult to ignore. However, the transition to organic and natural farming cannot be left entirely to farmers. It requires sustained government support, investment in research and extension services, affordable alternatives and assured market linkages.”, said Dr Palak Balyan, Lead Author and Research Lead, Climate Trends.

The study calls for changes to fertiliser pricing and subsidy distribution. Its recommendations include pricing urea according to nutrient content, linking part of the subsidy to Soil Health Card advice and supporting farmers who shift to low-input cultivation. It estimates that transitioning one million hectares of transplanted rice to low-input farming could save Rs 1,155 crore annually.

The experiences of Andhra Pradesh and Sikkim show why the transition needs careful planning. Andhra Pradesh’s natural farming programme recorded more than twice the profits at broadly similar yields, while Sikkim faced yield losses amid inadequate farmer training and limited access to certified organic markets.

The challenge, therefore, is to reduce excessive fertiliser use without increasing farmers’ costs or putting yields at risk. The study argues for redirecting public support towards balanced nutrient use, farmer training and affordable alternatives, while accounting for the fiscal, energy and environmental costs of fertiliser-intensive agriculture.

Continue Reading

Society

Nearly 72% of Migrant Workers in South India Report Improved Living Standards, but Labour Protection Remains Weak

India’s migrant construction workers play a crucial role in the country’s urban development, yet many continue to face poor working conditions, inadequate social security, wage insecurity and limited access to essential services.

Published

on

Construction workers wearing safety helmets and carrying electrical cables at an unfinished building construction site in India.
Construction workers at an ongoing building project. Migrant labourers form a significant part of India's construction workforce.Image credit:Pexels

Nearly 72 per cent of interstate migrant workers surveyed across Kerala, Karnataka and Tamil Nadu reported improved living standards after moving to the southern states. However, access to welfare benefits, healthcare and formal employment protections remains a major challenge, according to a new regional survey.

The findings are part of the South India Interstate Migration Survey (SIIMS) 2026, published by the International Institute of Migration and Development (IIMAD) in collaboration with the United Nations Population Fund (UNFPA) and the International Organization for Migration (IOM).

Based on a mixed-methods study of 1,824 migrant workers across 33 districts, the survey examines migration patterns, employment conditions, housing, healthcare, financial security and access to social protection. Data were collected between December 15, 2025, and March 31, 2026. The research covered agriculture, fisheries and daily-wage labour across the three states, alongside hospitality in Kerala, scrap collection in Karnataka and textile and garment work in Tamil Nadu.

The survey found that 71.8 per cent of respondents reported improved living standards after migration, while 56.9 per cent intended to continue working in their destination states. However, the findings also reveal a gap between improved livelihood opportunities and access to basic labour protections.

Employment insecurity and gaps in social protection

The absence of formal employment arrangements emerged as one of the major concerns. Around 86.4 per cent of surveyed workers did not have written employment contracts, while 57.6 per cent received their wages in cash. Only 12.8 per cent reported awareness of their labour rights or available support programmes.

The lack of written contracts can make it difficult for workers to establish employment terms, seek compensation for unpaid wages or pursue grievances. The survey also found that 15.6 per cent of respondents had experienced a workplace accident during the preceding year, while only one per cent had accident insurance.

Access to welfare benefits was similarly limited. Only 19.4 per cent of respondents reported easy access to welfare benefits after migration, while 45.3 per cent faced considerable difficulties. Another 35.3 per cent reported partial access. Healthcare access presented another concern, with 69.2 per cent reporting difficulties obtaining healthcare services.

These findings are supported by a separate study published in Frontiers in Human Dynamics on July 14, 2026. Researchers examined employment precarity and psychosocial well-being among 428 interstate migrant workers in Kerala.

The study, titled Employment Precarity and Psychosocial Well-being among Interstate Migrant Workers in India: The Mediating Role of Social Protection, found a significant association between insecure employment and lower psychosocial well-being. Social protection had a statistically significant indirect effect in this relationship, suggesting that institutional support could partly mitigate the disadvantages associated with precarious employment.

migrant workers
south india

Women migrant workers working in a grass field. Image credit:Pexels

The researchers noted that the relationship between employment insecurity and well-being remained significant even after examining factors such as social exclusion and individual coping mechanisms. However, because the study used a cross-sectional design, the findings establish associations rather than causation.

The financial inclusion findings also reveal a gap between access to banking and broader economic security. Although 88.2 per cent of surveyed workers had access to formal financial services, this did not necessarily translate into access to welfare benefits, insurance or secure employment.

Gender differences further shaped workers’ economic experiences. Women migrant workers earned approximately Rs 3,313 less per month than men, even after researchers accounted for other measured factors. The findings indicate that employment vulnerabilities are not distributed equally across the migrant workforce.

Migration governance requires coordination between states

The survey identified circular migration as an important feature of interstate labour mobility, with 82 per cent of respondents classified as circular migrants. Many workers move repeatedly between their home states and employment destinations, often relying on informal networks of friends and relatives to find work.

This movement creates challenges for welfare systems that remain organised around state-specific administrative structures. Workers may find it difficult to access benefits when their employment, residence and documentation are spread across different locations.

The report recommends stronger coordination between origin and destination states, improved portability of welfare benefits, multilingual assistance and more accessible healthcare services. It also calls for better labour inspections and stronger workplace protections, particularly in sectors where informal employment is widespread.

The findings raise questions about whether existing social protection mechanisms are adequately responding to the mobility of India’s workforce. While migration provides employment opportunities and improves living standards for many workers, the absence of reliable employment safeguards and accessible welfare services leaves significant gaps in their protection.

As southern states continue to depend on interstate labour across construction, agriculture, hospitality, manufacturing and other sectors, ensuring that workers can access their rights and benefits wherever they move will remain an important challenge for migration policy.

Continue Reading

Trending