Australia is well positioned to benefit from growing global demand for critical minerals, but geopolitical tensions, China's market dominance and shifting supply chains are creating new challenges and opportunities.
A new AFR Insights report, The opportunities ahead: Australian critical minerals in a fragmented world, produced in partnership with CMC Markets, explores how these forces are reshaping commodity markets and what they mean for Australian investors and traders.
Drawing on insights from industry experts, the report examines the potential for a new commodities supercycle, the growing influence of government intervention and Australia's opportunity to move beyond raw mineral exports into higher-value processing.
What's inside the report?
From globalisation to fragmentation: How geopolitical tensions are reshaping commodity markets and global supply chains.
China as price setter: The impact of China's dominance over critical minerals production, processing and pricing.
Commodity divergence: Why not all critical minerals will benefit equally from growing global demand.
From free market to fair market: How governments are intervening to develop alternative supply chains.
The cost of resilience: The economic and investment challenges of building secure critical minerals supply chains.
Australia's position: The opportunities, risks and challenges of capturing more value from Australia's mineral resources.
Download the full report to explore the trends, risks and opportunities shaping Australia's critical minerals future.