BASE METALS

Repositioning critical minerals supply chains outside China could delay energy transition

WoodMac says that replacing Chinese copper supply chains requires US$85 billion

The rhetoric about replacing Chinese supply will continue, but governments and manufacturers must not overlook the scale of the task. Pragmatism must hold sway and compromises will be needed to reach net zero while avoiding an unbearable cost to taxpayers, WoodMac said. Picture credit: mooboyba, via Shutterstock

The rhetoric about replacing Chinese supply will continue, but governments and manufacturers must not overlook the scale of the task. Pragmatism must hold sway and compromises will be needed to reach net zero while avoiding an unbearable cost to taxpayers, WoodMac said. Picture credit: mooboyba, via Shutterstock

Analysts at Wood Mackenzie have said that shifting supply chains outside of China would increase the costs of goods and delay the energy transition. "As major global economies look to reposition critical...

Start a free trial to continue reading this article

Already have an account?

Subscribe now

Expert-led Insights reports and Analytics tools built on robust data, rigorous analysis and expert commentary covering mining Risk, Projects, ESG, Leadership, and Investor Sentiment.

Expert-led Insights reports and Analytics tools built on robust data, rigorous analysis and expert commentary covering mining Risk, Projects, ESG, Leadership, and Investor Sentiment.

editions

World Risk Insights 2025 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 120 jurisdictions globally, assessed across six risk categories and an industrywide survey.

editions

ESG Index 2025: Benchmarking the Future of Sustainable Mining

The ESG Index provides an in-depth evaluation of the ESG performance of 60+ of the world’s largest mining companies. It assesses companies across 10 weighted indicators within 6 essential ESG pillars.

editions

Leadership Insights 2025

Leadership Insights reveals key trends in priority mining issues through interviews with 15+ top mining company executives and an industrywide survey.

editions

Mining IQ Risk Analytics

Risk Analytics offers interactive access to World Risk Insight data, allowing you to customise risk views, benchmark jurisdictions, explore data behind scores and read expert commentary to guide your decision-making.