Moody's critical minerals report
Analysis based on 6 articles · First reported Jul 16, 2026 · Last updated Jul 16, 2026
The report reinforces long-term demand for critical minerals, benefiting mining and processing companies in emerging markets. It may also influence sovereign credit ratings for resource-rich nations that invest in downstream capabilities.
Moody s Ratings published a report on July 16, 2026, highlighting that the global race to secure critical minerals is reshaping supply chains and creating opportunities for resource-rich emerging markets to move beyond raw material exports into higher-value processing and refining. The report cites sustained demand from the energy transition, electric vehicles, renewable energy, AI infrastructure, and advanced manufacturing. It notes that countries investing in downstream industries can capture greater economic gains and strengthen resilience against geopolitical disruptions. The evolving critical minerals landscape is expected to influence sovereign credit profiles, industrial strategies, and global investment patterns.
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