Flagship Report
March 2026
Supply chain disruption, geopolitical realignment, and the race to secure battery metals. A comprehensive analysis of 12 critical minerals shaping the energy transition.
This flagship report examines supply chain vulnerabilities, demand projections, and advisory implications across 12 critical minerals: lithium, cobalt, nickel, graphite, rare earths, manganese, vanadium, tungsten, copper, tin, phosphate, and potash.
The energy transition is accelerating demand for minerals that underpin battery technology, renewable energy infrastructure, and electrification. At the same time, supply remains concentrated in a small number of jurisdictions, creating acute geopolitical risk.
Volt Capital Asia tracks these dynamics across 21 commodities and five offices. This report synthesises our proprietary intelligence into a single reference document for boards, investors, and advisers navigating the critical minerals landscape.
Contact our team to receive this report in full, or to discuss the themes and implications for your business.
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