United Kingdom
Critical minerals, policy, and the energy transition
The Energy Transition in the United Kingdom
The United Kingdom's energy strategy has faced significant challenges, exposing critical weaknesses in its transition to a low-carbon economy. Despite early leadership in climate policy, the UK now finds itself grappling with an over-reliance on imported natural gas, compounded by the slow pace of replacing fossil fuels with renewable energy sources. The closure of domestic coal plants and the lack of substantial investment in new nuclear capacity have left the country vulnerable to energy shortages, particularly during high-demand periods. While the UK has made strides in offshore wind and solar energy, the transition to renewables has been inconsistent, exacerbated by cuts to subsidies for renewable projects and a failure to scale up infrastructure at the necessary pace. Further complicating the situation, the UK’s push towards electric vehicle production has been hindered by an inability to secure a reliable supply of critical minerals, such as lithium and rare earth elements, which are essential for battery manufacturing and other green technologies. Energy prices have surged, contributing to the ongoing cost-of-living crisis and highlighting the failures in balancing sustainability with energy security and affordability. In the face of these growing challenges, the UK's failure to develop a comprehensive, long-term energy strategy could undermine its position as a global leader in clean energy, putting its future energy security at risk amidst an evolving geopolitical landscape.
Latest news and insights
Stay ahead in the energy transition with SFA (Oxford)’s cutting-edge insights into how the UK’s rare earth refining, battery supply chain strategy, and ESG regulation are reinforcing its role as a global leader in clean energy innovation and critical mineral resilience.
Critical minerals could make the next outage permanent
18 November 2025 | Jamie Underwood, Ismet Soyocak, Dr Jenny Watts
Cloudflare’s outage disrupted 20% of global web traffic, spotlighting the internet’s vulnerability to centralised systems, and the critical minerals powering them.
China’s REE Export Controls Reshape Global Supply Chains
10 October 2025 | Jamie Underwood
China’s rare earth export controls redefine global power dynamics, threatening defence, energy, and tech supply chains, forcing the West to respond.
United Kingdom's international economic, trade, and security alliances
United Kingdom's energy and power mix
Join us at SFA (Oxford)'s Critical Minerals events
Join us in person or online from the UK for SFA (Oxford)’s latest Critical Minerals events, focused on the key materials driving the energy transition and low-carbon technologies. Connect with global leaders, government, investors, miners, end users, and key players across the supply chain and recycling sector, and stay ahead of the trends shaping the battery metals and PGM markets. Register today to secure your place.
Derived and processed Critical Minerals products and recycling in Serbia
Ceased Energy Raw Materials and products produced in the United Kingdom
Overseas territories of the United Kingdom
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
Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies
How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.