Securing Minerals for the Energy Transition 2025

Images: Getty Images, Adobe Stock Disclaimer This document is published by the World Economic Forum as a contribution to a project, insight area or interaction. The findings, interpretations and conclusions expressed herein are a result of a collaborative process facilitated and endorsed by the World Economic Forum but whose results do not necessarily represent the views of the World Economic Forum, nor the entirety of its Members, Partners or other stakeholders. © 2025 World Economic Forum. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, including photocopying and recording, or by any information storage and retrieval system.Contents Foreword 3 Executive summary 5 Introduction 6 The energy transition and critical minerals 6 The Southern African Region’s role in critical minerals 7 SAR country profiles 8 1 Context setting 10 1.1 Methodology 10 1.2 Problem definition 10 1.3 Key challenges 11 2 Solution case studies 17 2.1 Policy measures 17 2.2 Investment de-risking 18 2.3 Energy strategy 20 2.4 Transportation infrastructure 20 2.5 Innovation promotion 22 2.6 Industrial cluster development 23 2.7 Human capital development 24 2.8 Demand certainty 26 Conclusion 28 Contributors 29 Endnotes 30 Securing Minerals for the Energy Transition: Finance for Southern Africa 2