
Critical Minerals in 2026: Geopolitics, Resource Strategy, and Supply Chain Financing
Critical minerals in 2026 face a perfect storm of soaring demand, geopolitical fragmentation, and chronic underinvestment. This analysis covers supply chain risks, financing instruments (PXF, RCF, Inventory Finance, ESG-linked loans), and a CFO checklist for resilience in the lithium, cobalt, nickel, and REE markets.












