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Africa's Pivotal Role in the Global Energy Transition: Market Outlook for Critical Minerals

15 Oct 2026
Technical Track

As the global transition toward clean energy technologies accelerates, securing supply chains for critical minerals has become a paramount economic and geopolitical objective, positioning Africa—with its vast, untapped reserves of lithium, cobalt, copper, and rare earth elements—at the absolute center of this paradigm shift. This presentation provides a comprehensive metals and mining market outlook, examining the shifting supply-demand dynamics, pricing trajectories, and evolving investment landscapes that are shaping these vital commodity markets.

Speakers
Fernando Araya Burchard, Associate Director - Lead, Critical Minerals - S&P Global Energy
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