Unless you’re studying for a high school science exam, lithium, nickel, copper, and cobalt probably won’t carry much meaning beyond being elements on the periodic table. But if there is a time to pull out those dusty science books, it would be now.
Across various sectors, these minerals are of increasing importance, including – perhaps most prominently – renewable energy generation and storage, and electric vehicles; but also other large and growing sectors such as military and AI (e.g., for datacenters). And around the world, many governments and companies are competing to control who can dig them up.
The global minerals rush
These raw Earth materials are often called “critical minerals” by governments and the mining industry, typically a reflection of national political priorities rather than essential societal or energy transition needs. This risks turning these minerals into the focus of a new neo-colonial resource grab, with powerful countries and corporations racing to control them, and wasting their potential to power a fair and green transition.
Globally – from Chile, Argentina, DRC, Indonesia, Sweden to the deep sea – the extractivist rush for minerals puts vital ecosystems, peoples’ rights and the lives and livelihoods of Indigenous Peoples and local communities at risk. The geopolitical scramble over minerals has also been linked to the current US government’s aggressive annexation threats to Greenland.
Minerals have different uses, and there are no guarantees that the minerals mined “in the name of energy transition” are used for wind turbines or energy storage. For example, big tech companies are consuming more and more of these minerals to expand AI infrastructure (such as datacenters). In addition to driving up energy demand and emissions, the vision of ‘progress’ advocated by big tech oligarchs also threatens to worsen extractive pressures on people and nature, and divert minerals away from energy transition. Moreover, mineral use in the expansion of AI-driven warfare systems has been found as a particularly concerning development.
In light of this, it is more important than ever to demand coordinated action to ensure that minerals are used where they matter most: principally, for a fast fair fossil fuel phase out and a transition to clean, affordable renewable energy and sustainable transport systems.
So how do we protect people and nature in the energy transition?
Reduce, recycle, restrict for a safeguarded energy transition
In a report commissioned by Greenpeace International, and authored by academics at the Institute for Sustainable Futures at the University of Technology, Sydney (UTS) in Australia, we’ve found that an ambitious energy transition can be achieved without mining in vital ecosystems – whether on land or at sea. With visionary leadership, sound policies, and innovative technologies, we can keep global warming within 1.5°C, safeguard vital ecosystems and reduce extractive pressures on people and nature.
Here’s five ways how:
1. Reduce mineral demand with improved public transport, car-sharing, and smaller, more efficient vehicles
Accessibility, efficiency, and reliability in how cities are governed make them great places to live in. Having improved public transport systems is one of the most effective ways to reduce the need for mineral-intensive electric vehicles and the batteries that power them. In addition to expanding high-quality public transport, employing car-sharing schemes, and investing in active mobility (e.g. walking and cycling infrastructure) would significantly decrease reliance on individual car ownership.
As an added bonus improving our public transport systems is essential not just for climate, but for connecting people to opportunities. Mobility justice is climate justice.
2. Incentivise and substitute battery technology towards alternatives requiring less lithium, cobalt, or nickel
Think about how many items you use that require batteries? Without it, our personal gadgets would be useless; we wouldn’t have advancement in items like electric cars or bikes; and batteries can also help store and use more eco-friendly sources of energy, such as solar and wind. But the production of large batteries is highly mineral-intensive.
Luckily, over the last decade, technological innovation has transformed the market. Lithium iron phosphate (LFP) batteries, now widely commercialised, eliminate the need for cobalt and nickel, reducing pressure on these supply chains. At the same time, sodium-ion (Na-ion) batteries are advancing rapidly, and offer a pathway to significantly reduce mineral demand for lithium, according to the report. It shows that, using innovative battery technologies and energy storage systems that do not require these key minerals would significantly reduce supply gaps for key minerals and ease potential development pressures for new mines targeting them.
3. Design for circularity and scale up recycling
We all know the drill by now – reduce, reuse, recycle. When it comes to transition minerals, this maxim is of key importance.
By maximising collection and the recovery of transition minerals from end-of-life transition technologies, recycling can significantly reduce the need for new extraction. Investing in advanced recycling technologies and collection systems, alongside policy incentives that reward high recycled mineral content in new products, ensures that transition minerals re-enter the supply chain.
Additional circularity measures like extending technologies’ lifespans, improving repairability, incentivising reuse, designing and standardising components for easy disassembly to help with repair and recycling, and enforcing extended producer responsibility (EPR), could also contribute to reducing overall mineral demands.
4. Prioritise mineral use for essential energy transition needs
Minerals are finite resources, and the practice of mining carries significant social, labour, and environmental risks. Therefore, the use of mineral resources should be prioritised where they matter most – in renewable energy and its storage and in electric mobility to enable a fast fair fossil fuel phase out.
Governments and industries must prioritise mineral use towards a fast, fair, and just energy transition. Coupled with supply chain transparency, prioritising minerals for energy transition ensures finite minerals are used to advance climate goals that benefit all people and the planet.
5. Protect key ‘Restricted Areas’ from mining development
Protecting human rights and ecological integrity is a non-negotiable foundation of a just and green transition. Restricted Areas have high environmental, ecological, and natural values, and may include Indigenous Peoples and local community territories. Defining and protecting these Restricted Areas is a crucial step to ensuring that mining of transition minerals respects the rights of Indigenous Peoples and local communities to their territories, and does not destroy biodiversity, critical natural ecosystems, natural carbon storage, freshwater systems and oceans.
After all, what is “critical” here is not a minerals scramble largely driven by geopolitical rivalry. Neither the AI race, nor the power and profit chased by States and corporations.
Critical are the ecosystems that all living beings on the planet depend on.
Critical are the rights of Indigenous Peoples and local communities.
Critical is meeting peoples’ needs and ensuring that current and future generations can live in a safe climate.
For this, it’s essential for our world leaders to take courageous and coordinated action to protect people and the planet, and ensure our Earth’s minerals help create a green and just future, rather than being exploited for short-term profit.
Author: Elsa Lee is the Co-Head of Biodiversity at Greenpeace International
China’s rapidly-expanding clean energy generation and deepening electrification has made the country more resilient to energy shocks, bolstering its position ahead of the COP31 climate talks in Türkiye, where speeding up the world’s electrification is set to dominate.
The growth of China’s renewable energy capacity protected it from the economic fallout from the energy crisis triggered by the closure of the Strait of Hormuz, according to analysis by the Centre for Research on Energy and Clean Air (CREA) published on Thursday.
As oil and gas stopped flowing through the key fossil fuel trade route, leading prices to soar, China’s crude oil imports – the largest in the world – fell sharply, leading the country to start drawing down on its reserves and curbing its exports of petroleum products.
“Yet, the import reduction did not produce the economic and social disruption in China one might normally expect from a shock of this scale,” the report found.
As temporary adjustment cushioned the oil-import shock, clean power and the electrification of the transport sector buffered the economic costs.
The rise of renewable energy and nuclear power have reduced China’s fossil fuel imports bill by more than $9 billion since 2020, more than any other country, according to CREA.
“China remains exposed to imported fuels, particularly where oil is used as a chemical feedstock, but reducing fossil-fuel demand already contributes to energy security,” said Qi Qin, the report’s author.
The view from Beijing: vindicated
CREA’s analysis found the roll-out of electric vehicles (EVs) displaced 38 million tonnes of oil equivalent between March and August, equivalent to around 13% of China’s crude oil imports in the same period the previous year.
China’s ongoing reliance on coal-fired power plants also protected the country against oil and gas supply disruptions, although coal power generation remained broadly flat in the six months since the start of the Iran war, according to the report.
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Canada, EU agree deeper cooperation on energy and cleantech supply chains
Both sides have pledged to strengthen investment and trade cooperation to make cleantech supply chains more resilient to shocks -
Africa launches long-delayed energy bank to finance fossil fuel projects
The Africa Energy Bank’s main aim is financing oil and gas projects, underscoring support among many African governments for continued fossil fuel development
Li Shuo, director of China Climate Hub at the Asia Society Policy Institute, told Climate home News that China’s all-of-the-above approach to energy development has provided the country with the strategic flexibility to face the oil shock.
“While China has often been criticised in previous years for moving too slowly away from coal, this year’s global energy market volatility has given Chinese policymakers a renewed sense of confidence. There is a growing sentiment in Beijing that recent events have vindicated China’s energy strategy as both prudent and pragmatic,” he said.
Can China support the electrification pledge?
Despite its vast cleantech build-out and rapid electrification boosting its energy resilience, China has stopped short of endorsing an initiative by COP31 host Türkiye to increase the global share of electricity to 35% in final energy use by 2035.
Li Gao, vice minister at the Ministry of Ecology and Environment, who will lead the Chinese delegation at COP31, told a press conference the electrification target was in line with Chinese policy. “We believe that increasing electrification levels will help promote a green and low-carbon energy transition and address climate change,” he said.
China’s position on the electrification initiative is one of the major questions hanging over the COP31 talks beginning in Antalya next week.
“What is clear is that China has the most to gain from accelerated electrification because of their manufacturing capabilities,” said Bruce Douglas, CEO of the Global Renewables Alliance.
In 2026 alone, China’s exports of solar panels, batteries, EV and other cleantech are on track to avoid emissions equivalent to Brazil’s annual emissions.
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China’s industrial engine starts to break its fossil fuel habit
Despite a rebound in coal generation this year, clean energy from wind and solar is gaining ground on the fossil fuels that have powered decades of industry growth -
COP31 electrification pledge leaves out clean power commitment
Campaigners and experts say the goal’s effectiveness in reducing emissions may be limited unless countries agree to meet it using only clean energy
Türkiye’s proposal doesn’t include a commitment to produce the power from clean energy, nor does it explicitly link electrification to the transition away from fossil fuels – issues on which the EU has signalled it is ready to push back.
But Chinese analysts say Beijing is unlikely to support linking a global electrification goal to commitments on phasing out fossil fuels.
Former French climate envoy Laurence Tubiana, the outgoing CEO of the European Climate Foundation, told Climate Home News that the EU and developed countries such as Brazil – which is influential within the BRICS group of large emerging economies – have a responsibility to push China to show leadership in the talks.
Driving the world’s electrification
The electrification of the Chinese economy has outpaced that of any other major economy.
In the US and the EU, the share of electrification has stagnated just above 20%. In China, it has doubled since 2005, reaching close to 30% in 2025.
The International Energy Agency (IEA) expects China will remain the single largest driver of global electricity demand growth through to 2030, as it electrifies its manufacturing sector as well as growing demand for cooling and EV charging.
Over the next five years, the IEA forecasts that China will increase its electricity consumption by as much as the total electricity consumption of the EU today.
In August, the Chinese government set a target to boost the share of electricity in its final energy consumption to 35% by 2030 – five years ahead of Türkiye’s proposed goal.
From laggard to frontrunner
Clean-power growth and electrification could meet all of China’s rising power demand, according to CREA. By 2030, this would mean renewable and nuclear energy could reach 54% of power generation – exceeding China’s target to generate half its electricity from non-fossil sources by the end of the decade.
Clean electricity already met all of China’s demand growth in 2025. “The challenge lies in sustaining such growth over several years,” said Qin.
From Beijing’s perspective, the global targets such as the electrification pledge “no longer appear particularly ambitious or threatening”, said Li, of the Asia Society Policy Institute.
“China, long perceived as a climate laggard, is increasingly moving ahead of countries in the Global North. A global ceiling target is increasingly only a floor for China,” he emphasised.
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Clean power shields China from oil shock more than any other country