Tekedia Capital warns critical mineral supply bottlenecks threaten energy, digital transition

Tekedia Capital flagged rising risk of mineral shortages as electric vehicles, renewables, data centers and power grids compete for critical inputs.

High supply-chain concentration was seen as a strategic vulnerability, amplifying exposure to export controls, sanctions, political instability and trade restrictions.

Long mine development timelines are expected to limit near-term supply response, raising the odds of price volatility and project delays.

Infrastructure constraints were cited as a binding bottleneck, with roads, rail, ports, power and processing needed to scale output.

Priority actions included investment in mining, refining, recycling and material efficiency to diversify supply chains and reduce dependence on single-country capacity.