Asia: Navigating the New Energy Silk Road
Critical minerals, policy, and the energy transition
The Energy Transition in Asia
Asia’s renewable energy landscape is defined by its strategic complexity. China's dominant role in the supply chain for essential minerals is complemented by Japan's technological prowess and India's renewable energy ambitions. Western initiatives to develop independent supply chains challenge China’s leadership in mining and processing, reducing dependence on its resources. Japan’s innovation and energy efficiency, alongside India’s renewable projects, bolster Asia’s position in the global energy market. This scenario is framed by Western countries' moves towards self-sufficiency, urging Asia, especially China and India, to adapt through sustainable practices, supply chain resilience, and technological advancements. These efforts are critical for maintaining Asia's leadership in the global transition towards sustainable energy amidst Western shifts towards localised production and resource management. Strengthening collaboration and innovation is essential for Asia's continued prominence in renewable energy, facing the dual challenges of adapting to global supply chain shifts and capitalising on regional strengths.
Latest news and insights
Stay ahead in the energy transition with SFA (Oxford)’s cutting-edge insights into how critical minerals, clean technology, ESG innovation, and global supply chain shifts are positioning Asia at the centre of industrial transformation and energy security.
Critical minerals could make the next outage permanent
18 November 2025 | Jamie Underwood, Ismet Soyocak
Cloudflare’s outage disrupted 20% of global web traffic, spotlighting the internet’s vulnerability to centralised systems, and the critical minerals powering them.
US and Japan Rare Earths Deal
28 October 2025 | Jamie Underwood
Japanese and US leaders sign rare earths and critical minerals deal to boost technology sharing and supply chain resilience.
Annex-I: Adjusted US Reciprocal Tariffs Country List
2 April 2025 | White House
Critical minerals, policy, and the energy transition
India
Meet the Critical Minerals team
Trusted advice from a dedicated team of experts.
Henk de Hoop
Chief Executive Officer
Beresford Clarke
Managing Director: Technical & Research
Jamie Underwood
Principal Consultant
Dr Jenny Watts
Critical Minerals Technologies Expert
Ismet Soyocak
ESG & Critical Minerals Lead
Thomas Shann Mills
Senior Machine Learning Engineer
Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies
Franklin Avery
Commodity Analyst
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