The AAA Minerals Agenda: Securing the Backbone of the Energy Transition

The AAA Minerals Agenda is a strategic intelligence brief that tackles one of the most decisive bottlenecks of the global energy transition: access to critical minerals. As demand for lithium, cobalt, nickel, rare earths, copper, and graphite accelerates across clean energy, electric mobility, digital infrastructure, and defence manufacturing, mineral supply chains have emerged as a new axis of geopolitical competition.

This report examines how BRICS+ can move beyond fragmented national strategies to build coordinated, delivery-focused critical mineral systems centred on Affordability, Availability, and Accessibility (AAA). It analyses supply-chain concentration risks, the dominance of single-country refining hubs, tightening ESG and financing requirements, and the widening gap between mineral reserves and processing capacity. The brief outlines why a BRICS+ Critical Minerals Working Group—linked closely with development finance—could unlock value addition, improve transparency, and reduce exposure to external shocks.

Through scenario-based analysis and clear implementation pathways, the report explains what success, incremental progress, or failure would mean for industrial planning, energy security, and long-term strategic autonomy. Designed for policymakers, investors, energy strategists, and geopolitical analysts, this digital product offers foresight that markets and ministries cannot afford to ignore.

Follow Global Eye Intelligence to stay ahead of mineral geopolitics before supply chains harden and strategic options narrow. In the race for clean power, early intelligence is industrial power.