White Paper

From Minerals to Megawatts: Building Resilience for EVs, Data Centres and Power Grids

From Minerals to Megawatts: Building Resilience for EVs, Data Centres and Power Grids

This white paper shows how electric vehicles, data centres, and power grids depend on overlapping supplies of minerals and metals such as copper, aluminum, rare earths, and other critical inputs. It argues that these value chains are deeply interconnected, yet policy and business responses still treat them in silos. Because refining hubs, permitting timelines, upstream investment, and manufacturing capacity are concentrated in limited geographies, disruptions in one area can cascade across energy, digital infrastructure, and industrial competitiveness. The paper identifies four action areas: clarify interdependencies, build a shared view of risk, deploy collective resilience strategies across supply and demand, and enable coordination through standards, transparency tools, and multistakeho

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