UK Parliament Committee Warns Government Fails Critical Minerals Tests, Citing Dangerous Dependence on China
A report from the UK House of Commons Business, Innovation, Science and Trade Committee, published on November 5, 2026, indicates that the British government is failing to meet any of ten critical tests designed to reduce its reliance on China for essential minerals. The report highlights a projected surge in demand for rare earths, lithium, graphite, cobalt, and nickel by 2030, crucial for sectors like clean energy, defense, and advanced manufacturing. For instance, cumulative UK demand for rare earths is expected to jump from 1,161 tonnes in 2024 to 18,020 tonnes by 2030. The committee warns that the UK cannot achieve its rearmament goals, net-zero targets, or build artificial intelligence infrastructure without securing these minerals. A significant bottleneck is identified in the processing stage, where China holds a dominant market share, refining about 70% of 20 strategic minerals and approximately 91% of magnet rare earths in 2024. This dominance poses a national security risk, as China has previous...