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Fragmented markets from geopolitical conflict threaten to throw energy transition off track

October 4, 2023 Comments Off

Critical minerals’ concentrated production, hard-to-substitute consumption and vital role in green technologies make them highly vulnerable to the threat of more severe geoeconomic fragmentation, putting the clean energy transition at risk, according to new research, but geopolitical experts also see room for economic opportunity based on lessons learned from the oil sector. The International Monetary Fund Oct. 3 released a…