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critical minerals

Insights

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Scarcity, Not Sentiment: What’s Really Driving Energy Transition Investment

Clarity AI's Head of North America Lillian Freiberg reports on the role of physical scarcity and supply chain failure in constraining the energy transition.

Published on 2026-08-04 by investESG
investments asset manager ESG data energy transition supply chain critical minerals
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Sharp declines in critical mineral prices mask risks of future supply strains as energy transitions advance | IEA

INSIGHT by the International Energy Agency (IEA)

Published on 2024-05-23 by investESG
energy transition critical minerals
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