The energy transition hinges on the availability of refined critical minerals. Where will they come from in the future? This visualization shows the projected refining shares by 2030, based on data from Benchmark Mineral Intelligence and the International Energy Agency. With one major exception, the data shows that one country will dominate future refining shares. China. By 2030, China will play a dominant role in lithium, rare earth elements (REEs), cobalt, and graphite, controlling nearly 60% of all critical mineral refining. Such concentrated processing capacity offers efficiencies that may lower costs but ... (full story)