Masterclass Critical Minerals

During this Masterclass Critical Minerals, you develop a strategic understanding of the role of critical raw materials within the energy transition. 

You begin by examining which minerals are most important for clean energy technologies. Materials such as lithium, nickel, cobalt, graphite and rare earth elements are fundamental to EV batteries, wind turbines, solar panels and hydrogen electrolysers. Their availability can therefore directly influence the pace and cost of the energy transition. 

The programme then explores the global critical minerals market. You examine supply and demand dynamics, supply concentration and market volatility, and consider why production and refining capacity for many minerals is concentrated in a relatively small number of countries. 

Geopolitics is a central part of the programme. You analyse how export controls, trade policy, strategic competition and industrial policy are influencing critical minerals supply chains. Particular attention is given to policy responses in Europe, the United States and China and to the growing importance of strategic autonomy and security of supply. 

You also explore technological and circular solutions. Developments in extraction, battery chemistry, material substitution, recycling and circular business models can reduce vulnerabilities and create new opportunities within the critical minerals value chain. 

Through expert contributions and practical discussions, you connect geopolitical, technological and market developments and assess what they mean for energy companies, industry, policymakers, investors and other organisations involved in the energy transition. 

After this masterclass, you will be able to: 

• Identify the critical minerals and critical raw materials that are most important for clean energy technologies. 
• Explain how lithium, nickel, cobalt, graphite and rare earth elements are used in technologies such as EV batteries, wind turbines, solar panels and hydrogen electrolysers. 
• Analyse global supply and demand dynamics and their impact on critical minerals markets. 
• Assess how supply concentration, export controls and geopolitical developments affect security of supply. 
• Compare critical minerals policy and industrial strategies in the EU, US, China and other major markets. 
• Evaluate how market volatility and geopolitical risk can influence investment and strategic decision-making. 
• Assess the potential of innovation, recycling, alternative battery chemistry and circular business models to improve resilience. 
• Translate critical minerals developments into strategic implications for your own organisation, sector or investment portfolio. 

What to expect during a masterclass 

In addition to substantive learning and valuable professional connections, we provide a well-organised learning experience. 

After completing the masterclass, you will receive a digital certificate of participation that can easily be added to your LinkedIn profile. Speaker presentations will be shared as reference material, allowing you to revisit the content or share relevant insights with colleagues. 

Lunch and healthy snacks are provided throughout the day. A dedicated event manager will be on site to ensure the programme runs smoothly and to assist with any practical questions.