Critical minerals and energy security

About this episode

Critical minerals are essential for many of today’s energy technologies – and for the broader economy. Lithium, nickel, cobalt, manganese and graphite, for example, are crucial to battery performance. Rare earth elements are indispensable for the permanent magnets in wind turbines and electric vehicle motors. And electricity networks need huge amounts of aluminium and copper. As demand for these materials rises rapidly, so does their strategic importance. 

But in recent years, critical mineral supply chains have become more concentrated, not less – demanding greater attention from policymakers and industry. This episode features conversations with Benjamin Gallezot, the critical minerals envoy of France – which holds this year’s G7 Presidency – and Jakob Stausholm, the former CEO of multinational mining group Rio Tinto. Speaking on the sidelines of the IEA’s 2026 Ministerial Meeting in February, they discuss the growing importance of critical minerals for global energy and economic security – and what steps could be taken to strengthen supply chain security and resilience. Tae-Yoon Kim, the head of the IEA’s Critical Minerals Division, also joins the episode to share the latest data and analysis on the subject, as well as how the IEA is bringing countries together to tackle supply risks.

Speakers

More episodes

All episodes

  • How drilling technologies have shaped the energy landscape

    Technological advances in drilling have had a profound impact on our economies and societies, unlocking vast energy resources underground. The first commercial oil well in 1859 paved the way for the modern oil industry, and more recent breakthroughs have repeatedly reshaped global energy dynamics.  Innovation in drilling technologies continues today. Some of these technologies have helped lay the basis for next-generation geothermal energy projects, which could unlock heat as a reliable and low-emissions energy resource in many parts of the world. This episode is the second in a three-part miniseries on energy innovation stories that changed the world. It is hosted by Dan Hewitt and produced by Dan Hewitt and Julia Horowitz. Guests include IEA energy analyst Courtney Turich; Sjoerd Brands, technical manager in Europe for well construction at SLB; Iain Hutchison, Chief Executive Officer of Merlin Energy; and Kristie McLin, Principal Investigator of the Utah FORGE project.
    Read more
    Listen
    22 min • 20 August 2026

  • The innovation story behind today’s solar power boom

    Today, solar PV is the fastest-growing energy source in the world. Yet that would not have been possible without a history of innovation spanning decades. From the breakthrough discovery of a practical silicon solar cell at a US phone company in the 1950s to the rapid scaling up of solar panel manufacturing in China in the 2000s, these advances – along with supportive policies – have made solar energy cost competitive globally. And innovation could now reshape the sector once again, helping address emerging challenges such as grid integration and supply chain concentration. This episode is the first in a three-part miniseries on energy innovation stories that changed the world. It is hosted by Dan Hewitt and produced by Dan Hewitt and Julia Horowitz. Guests include IEA energy technology analyst Simon Bennett; Sekisui Chemical Co. group leader Takeru Bessho; Qcells Global Chief Technology Officer Danielle Merfeld; and Greg Nemet, professor at the University of Wisconsin-Madison and author of the book “How Solar Energy Became Cheap.”
    Read more
    Listen
    24 min • 7 August 2026

  • An underused resource for lowering energy costs

    Amid the disruptions resulting from the conflict in the Middle East, energy systems have come under significant pressure – compounded, in some parts of the world, by record-breaking heatwaves. But one of the most effective tools for easing these strains – and energy costs – remains underutilised. In this episode, we speak with Brian Motherway, who leads the IEA’s work on energy efficiency and affordability. He explains why we often fail to make use of the world’s “first fuel” – energy efficiency – and discusses practical steps governments can take to help consumers save energy and money, without compromising economic growth or their quality of life.
    Read more
    Listen
    21 min • 24 July 2026