Race for Critical Minerals: Building Resilient and Scalable Supply Chains

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Race for Critical Minerals: Building Resilient and Scalable Supply Chains

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As the energy transition accelerates and geopolitical tensions reshape global supply chains, critical minerals have moved from a supply‑chain issue to a strategic one. They now sit at the intersection of national security, industrial competitiveness, and climate resilience.

Policymakers are stepping in with subsidies, stockpiling, export controls, and direct investment, thus raising pressing questions about how capital will be mobilised, and what risks and opportunities will emerge across the value chain.

This session will examine the shifting rules of the critical minerals landscape and explore, what it will take to build resilient, investable, and scalable supply chains.

Speakers :

Mika Nykänen

Deputy Minister, Ministry of Economic Affairs & Employment and Ministry of Climate and the Environment

Republic of Finland
Bold Baatar

Chief Commercial Officer

Rio Tinto
Will Smith

Co-founder & CIO

Westbeck Volta Fund
Moderator :

Amil Shah

Joint Head, Public Market Investment Strategies

Temasek