Strategic Materials
Policy Tracker

Source dossier

Follow one registered original document back to the published records that cite it. Each link below is an explicit source reference, not an association inferred from a shared event, company, material or project.

Global Critical Minerals Outlook 2026

Secondary analysis

International Energy Agency (IEA)

DatasetenPublished 16 Jul 2026Accessed 7 Oct 2026

Used for current lithium, cobalt and nickel demand, supply-concentration and diversification context. The IEA identifies Indonesia as the top refiner for nickel and China as the top refiner for other key energy minerals, finds recent nickel mining/refining growth increasingly concentrated in Indonesia, and notes that midstream/downstream diversification continues to lag upstream development. Background analysis, not a policy instrument.

Open original document ↗

https://www.iea.org/reports/global-critical-minerals-outlook-2026

3 directly citing records. This is a snapshot of the curated public corpus, not a live document monitor or proof that every sentence in the linked document supports every aspect of a record. Status and implementation observations are distinct from executed agreements, cash disbursements and verified physical milestones. Private research and pending editor reviews are excluded.

Material profiles

3 distinct published records with an explicit reference to this source.

  1. Cobalt

    cobalt

    • Material profile source
  2. Lithium

    lithium

    • Material profile source
  3. Nickel

    nickel

    • Material profile source

Only direct references in published events, field evidence, source-linked status histories, quotations, legal relationships, profiles and reviewed project milestones are shown. These links do not assign causality. See the source hierarchy and verification methodology.