Critical Minerals at Higher Risk of Painful Disruption, Says IEA

Critical minerals are at increasing risk of “painful disruption” due to their higher concentration in a handful of countries and the spread of export restrictions, according to a report from the International Energy Agency.

Progress toward more diversified supply chains will be slow, according to the agency’s outlook for 2025 released on Wednesday. Investment momentum has weakened after spending growth fell last year and exploration activity plateaued, while start-up funding also showed signs of slowing, it said.