Rio Tinto warns market uncertainty threatens critical mineral supply

Governments are accelerating efforts to secure critical mineral supply chains for batteries, semiconductors, AI infrastructure, and defence technologies. However, Rio Tinto says the commercial conditions needed to unlock large-scale new supply remain far less certain.

Critical minerals have rapidly moved from being viewed as commodity inputs to strategic assets tied to industrial policy, economic resilience and geopolitical security. Yet the mining sector says investment decisions still depend on one core factor: whether long-term demand and pricing visibility are strong enough to justify capital deployment.

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