Nick Dearden is the director of Global Justice Now.
The US push for nations to join a club that would coordinate the trade of critical minerals outside China signals a giant shift in Washington’s vision for how to govern the global economy But it will, unfortunately, also hinder the clean energy transition.
Critical minerals such as lithium, nickel, copper and rare earths are needed to manufacture clean energy technologies such as solar panels, wind turbines and batteries on which the transition from fossil fuels to clean energy depends.
But these minerals also have applications for a wide range of advanced technologies, not least military equipment and digital infrastructure. In recent years, AI deployment and the build out of data centres have become the primary political justification for mineral extraction.
No US official mentioned clean energy technologies as they promoted the new minerals club in Washington last month. Instead, the trading bloc aims to break China’s dominance over mineral supply chains and ensure US access to the resources it needs for digital and military sectors.
Analysis by Global Justice Now found that almost one in five of the 33 minerals that the UK identified as critical in 2024 are not needed to achieve the International Energy Agency’s decarbonisation pathways. A further 15 play only a very small role and only seven require significant production increases for the clean energy transition.
Prioritise minerals for the energy transition
The urgency of addressing climate change means we must prioritise the use of minerals to rapidly and equitably wean the global economy off coal, oil and gas while reducing resource overconsumption in the Global North. The US approach could make this prioritisation a lot harder.
For Washington, this isn’t about addressing climate change, but America’s ever deepening rivalry with China, a renewable energy superpower. In contrast, Donald Trump has called climate change “a hoax” and overseen unprecedented climate deregulation in favour of fossil fuels.
The minerals trading bloc risks diverting mineral resources towards carbon-intensive military and technology build-up in the US, which is directly at odds with the need to use these resources to manufacture clean energy technologies.
What’s more, for the green transition to be just, fair and equitable, resource-rich governments must be able to refine and add value to their resources, creating jobs and economic development in the process. But Trump’s trading bloc is intended to tell “partner” countries what role they should play in the global mineral supply chains to best serve US interests.
Serving US interests rather than clean energy
Countries with the smallest and least developed economies stand to lose out.
More than a dozen countries have signed bilateral deals with the Trump administration. The terms of the deals appear to get better the richer a country is.
At the poorer end is the deal with DRC – an outright piece of imperialism with one-sided obligations that override the country’s mineral sovereignty by giving the US first dibs on a range of strategic mining sites and the energy needed to power these sites.
‘America needs you’: US seeks trade alliance to break China’s critical mineral dominance
In the middle, Malaysia committed to facilitate American involvement in its mineral sector and refrain from banning or imposing quotas on exports of raw minerals to the US. This risks restricting the development of Malaysia’s refining capacities, making value addition harder.
At the top end is the UK, which has signed a deal that includes a commitment to streamline mineral permitting, but appears more focused on facilitating financial services to members of the trading bloc.
Wherever countries sit in the pecking order, the agreements signed with the US limit governments’ strategic sovereignty over their resources and stifle their ability to create a more sustainable economy which meets people’s needs.
Tools for a way forward
There is some hope, however. Trump’s mineral trading bloc would operate with profoundly different rules than the neoliberal trade deals, which we have become used to.
Some of its components – like price floors and state ownership – have not been seen in trade deals for a long time. In the right hands, these tools could help governments plan, coordinate and prioritise a globally just green transition and break away from the ‘market knows best’ logic which has long locked poorer countries into low-value exports of raw materials.
If governments work together, outside the coercive US trade bloc, to adopt some of these tools and policies, they might be able to draw local benefits from their mineral wealth and build a genuinely fair and equitable trade in transition minerals.
The post The US’s critical minerals club threatens an equitable clean energy transition appeared first on Climate Home News.
The US’s critical minerals club threatens an equitable clean energy transition
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Revealed: Scientists tell Colombia fossil-fuel transition summit to ‘halt new expansion’
Countries attending a first-of-its-kind fossil-fuel summit have been asked to consider “action recommendations” such as “halting all new fossil-fuel expansion” and “reject[ing] gas as a bridging fuel”, according to a preliminary scientific report seen by Carbon Brief.
Around 50 nations will gather in Santa Marta, Colombia from 24-29 April to debate ways to “transition away” from fossil fuels, in the face of worsening climate change and sky-high oil prices.
The talks come after a large group of nations campaigned for, but ultimately failed, to get all countries to formally agree to a “roadmap” away from fossil fuels at the COP30 climate summit in Brazil in November.
The nations gathering in Santa Marta for the summit co-hosted by Colombia and the Netherlands, call themselves the “coalition of the willing”.
Ahead of country officials arriving in Santa Marta, a global group of academics will gather in the city this week to present and discuss the latest scientific evidence on fossil-fuel phaseout, which will then inform debate among policymakers.
A preliminary scientific “synthesis report” circulated to governments attending the talks and seen by Carbon Brief offers 12 “action insights” for countries to consider, along with a wide range of “action recommendations”.
These recommendations range from “phase out subsidies on fossil-fuel production and consumption” to “kick-start a forum to develop a legal framework to ban fossil-fuel advertisements”.
‘Rapid’ assessment
The preliminary scientific report seen by Carbon Brief – titled, “Action insights for the Santa Marta process” – is the result of some rapid work by an “ad-hoc” group of around 24 scientists.
It is designed to present governments attending the talks with concrete and actionable recommendations for transitioning away from fossil fuels.
The preliminary version, which includes recommendations such as “halting all new fossil fuel expansion”, has already been circulated to governments, with a view that this could help them to prepare for the talks in advance.
It will be further debated and refined by scientists attending the academic segment of the Santa Marta talks, before a final version is made public towards the end of April, Carbon Brief understands.
The process to produce the report began shortly after the conclusion of the COP30 climate summit in Brazil in November, explains its lead author, Dr Friedrich Bohn, a research scientist and co-founder of the Earth Resilience Institute in Germany. He tells Carbon Brief:
“When [Brazil] announced there would be a Santa Marta conference led by Colombia and the Netherlands, I was sitting listening with a small group of scientists. We thought: ‘This is great news, but it should be supported by scientific expertise.’”
One of the members of Bohn’s group had a pre-existing relationship with the Colombian government, allowing a dialogue to quickly be established, he continues:
“In the beginning, the idea was to just write a peer-reviewed paper. But, because of this close connection to the Colombian government and some feedback from them, the synthesis paper evolved.”
The report came out of a “very rapidly evolved process” that relied on the “goodwill” and “enthusiasm” of the academics involved, adds coordinating author Prof Frank Jotzo, a professor of climate change economics at Australian National University. (Jotzo is a former Carbon Brief contributing editor.) He tells Carbon Brief:
“It’s an attempt to get broad coverage on relevant topics from researchers with good expertise and reputation.”
The group of 24 scientists involved spent around two months compiling the “action insights” for the report, drawing on their expertise and the latest available research, says Jotzo.
Given the rapid nature of the report, it does not aim to be “completist”, has not been externally reviewed and did not follow a stringent process for author selection comparable to that used by Intergovernmental Panel on Climate Change (IPCC) reports, he adds.
The contributors to the report currently skew to the global north and include more men than women, adds Bohn.
‘Direct guidance’
In a departure from IPCC reports, the preliminary Santa Marta synthesis report offers “very direct guidance to action”, says Jotzo.
The report lists 12 “action insights”, each with three “action recommendations”. (The list was cut down from a shortlist of about 40-50 insights, Carbon Brief understands.)
One of the most striking in the draft is “action insight 5”, which says:
“Take immediate measures to prevent future emissions. Ban new fossil infrastructure, mandate deep methane cuts, accelerate electrification and inscribe fossil-fuel phase-down targets in NDCs [nationally determined contributions] and clean-energy pathways support to low and middle income countries (LMICs).”
The accompanying three “action recommendations” include “halting all new fossil-fuel extraction and infrastructure projects ahead of a final investment decision”, “implementing deep, legally binding methane cuts in the energy sector” and “inscrib[ing] targets for fossil-fuel phase down, electrification and green exports in NDCs”.
(The draft report includes multiple references to “phasing out” and “phasing down” fossil fuels, rather than the “transition away from fossil fuels” language that was, ultimately, agreed by countries at the COP28 UN climate talks in Dubai in 2023.)
Another action insight says “public support for climate action is broadly underestimated and undermined by interest groups, but it can be strengthened by debunking greenwashing narratives”.
One recommendation for this insight is that nations “reject natural gas as a bridging technology and CCS [carbon capture and storage] techniques as scalable compensation”.
In a letter introducing the report to governments and civil society, the scientists note that making direct recommendations is a “challenge for our community”, but added:
“However, in the spirit of a constructive collaboration between science and policymaking, we allowed ourselves to identify some potential courses of action that our community would recommend for each particular issue – and we invite you to weigh these against your own circumstances and pick up whatever seems most useful for you and your colleagues.”
The prescriptiveness of the recommendations – something strictly prohibited in IPCC reports – was an explicit request from the Colombian government, Bohn says:
“The idea of actionable recommendations was introduced by the Colombian government.
“There was some discussion within the team about this. It’s a tricky area when you leave science and move to consultation. Therefore, we agreed, in the end, to call them ‘actionable recommendations’ and to make them as precise as possible, from the scientific perspective.”
Jotzo, a veteran of the IPCC process, tells Carbon Brief that it was “very liberating” to work on a report with a “free-form process”:
“The bulk of policy-related research is very readily deployed to recommendations pointing out what countries could do. The IPCC process, for example, just doesn’t allow that. As far as the summary for policymakers in the IPCC is concerned, it will usually be governments that filter out anything that could be interpreted as a specific recommendation.”
He adds that the hope is that some of the action insights might be reflected in the high-level segment of the Santa Marta conference:
“No one is under any illusions that governments will walk away from the Santa Marta conference and will have made a decision to implement recommendations one, seven and nine – or something like that. But it is a chance to insert directly applicable action points into national and plurilateral policy agendas.”
Colombia calling
The preliminary report will be further debated and refined by scientists attending the “pre-academic segment” of the Santa Marta talks.
This is taking place from 24-26 April, ahead of the “high-level segment” involving ministers and other policymakers from 28-29 April.
The pre-academic segment will also separately see the launch of a new advisory panel on fossil-fuel transition and a scientifically led roadmap for how Colombia can transition away from fossil fuels, Carbon Brief understands.
The high-level segment is expected to be attended by representatives from around 50 countries, including COP31 host Turkey and major oil-and-gas producers such as the UK, Canada, Australia, Brazil and Norway.
Countries expected to attend account for one-third of global fossil-fuel demand and one-fifth of global production, according to the Colombian government.
At the end of the conference, countries are due to release a report featuring a “menu of solutions” for transitioning away from fossil fuels, according to Colombia’s environment minister Irene Vélez Torres.
This report is in turn set to inform a global “roadmap” on transitioning away from fossil fuels being developed by the Brazilian COP30 presidency, which is due to be presented at COP31 in Turkey this November.
The Brazilian COP30 presidency offered to bring forward a “voluntary” fossil-fuel transition “roadmap” outside of the official COP process, after countries failed to formally agree to one during negotiations in Belém.
The post Revealed: Scientists tell Colombia fossil-fuel transition summit to ‘halt new expansion’ appeared first on Carbon Brief.
Revealed: Scientists tell Colombia fossil-fuel transition summit to ‘halt new expansion’
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