Episode 11

Strategic minerals - why are they so important?

Published on: 11th March, 2026

Strategic minerals are minerals which countries deem to be particularly important for various reasons - it could be for energy needs, for exports or for defense or high tech industry. What makes a mineral strategic can change over time. Arguably, coal was an important strategic mineral during the industrial revolution and during the steamship era. Before it was replaced by oil, navies had to have coal bunkering facilities to fuel their warships. Today, however, although coal is still very important in countries like India and China where it fuels large numbers of coal fired power stations, it is far less important in most European countries because of the shift towards oil and gas and nuclear energy. But in the modern world, with the threat of climate change, and the shift towards an increasingly electrified and digital economy, the minerals which are increasingly important are copper, lithium, cobalt and various rare earths, used for mobile phones, power cables, electric car batteries and the like. And the important issue is that, like oil and gas, they are not equally geographically distributed. Korea and Japan for example have very little in the way of oil and gas. Copper, which used to be mined in the Mediterranean, is now of immense importance because of its high electrical conductivity. Deposits are concentrated in the central African copper belt which straddles Zambia and Democratic Republic of Congo and particularly in Chile and Rio Tinto Zinc also has a mine in Mongolia. The developed worth is now increasingly dependent on copper. Lithium is found in various places but the world's largest deposits are found in the intermontane basins of what is called the Lithium triangle spanning Argentina, Bolivia and Chile. Cobalt deposits are again concentrated in the Democratic republic of Congo, and are characterized by informal, artisanal, and often illegal mining. The rare earth minerals are found in various countries but 80% of the processing is concentrated in China. So, in all of these examples, geography is extremely important in terms of both the distribution of resources, access and ease of extraction. The geography of strategic minerals is likely to become more important in the future.

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About the Podcast

Geography Matters
Geography is everywhere
Geography Matters explores the importance of geography in shaping and influencing the world we live in: economy, society, politics and environment. Whether looking at world affairs and geopolitics, at global trade, regional inequality or the character of particular places, geography is important. History looks at when and why things happen. Geography looks at where and why. Everything takes place at particular times and in particular places. You can't escape the importance of geography whether its about conflicts over international borders, religion, the environment or the impact of climate change. Geography is everywhere. It affects who we are, our opportunities and our life chances. You can't escape geography. Follow us at https://feeds.captivate.fm/geography-matters/

About your hosts

Klaus Dodds

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Klaus Dodds is a leading expert in geopolitics and human geography, specialising in the polar regions, border issues, and global security. He is a Senior Research Fellow at RAND Europe and an Honorary Professor of Geopolitics at Royal Holloway, University of London, where he worked for 30 years. He is currently Interim Faculty Dean for Science and Technology at Middlesex University London

Klaus is the author of many books, including the co-written volume Unfrozen: The Fight for the Future of the Arctic (2025), Border Wars (2022), and the best-selling Geopolitics: A Very Short Introduction. His books have been translated into many languages and reviewed in leading newspapers, magazines, and social media platforms.

Beyond the academy, he served as a specialist adviser to several UK parliamentary select committees, including the House of Lords Select Committee on the Arctic and the House of Commons Environmental Audit Committee. He has worked with NATO’s Strategic Foresight Analysis group, advising on future geopolitical trends. Dodds has also provided expert advice to the European Parliament’s Foreign Affairs Committee, amongst other international bodies and companies.

Klaus’s focus is on investigating and explaining how geopolitical and resource competition will shape the present and future. His insights have been gleaned from many years of working with commercial, military, and government stakeholders, alongside global travel which has enabled him to gain first-hand experience of this competition.

Chris Hamnett

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Chris Hamnett is Emeritus professor of geography at King's College London and a visiting professor in the Department of Urban Planning, Renmin University, Beijing. He has held visiting appointments at UBC, Vancouver; University of Cambridge; LSE; Nuffield College Oxford; Sciences Po, Paris; George Washington University, Washington DC, Netherlands Institute of Advanced Studies; UESTC, Chengdu and RUC, Beijing.

He has authored or co-authored several books including 'Cities, Housing and Profits', 1987'; Winners and Losers: the housing market in contemporary Britain, 1998; Safe as Houses: Housing wealth and inheritance in Britain, 1991; A Shrinking world, 1995; London: Unequal city, 2003; Ethnicity, Class and Aspiration, 2011 and Gentrification: An Advanced Introduction, 2021 and over 100 papers in international journals.

He has written for the Times, the FT, the Guardian and the Independent. He is particularly interested in social and housing change in big cities. He was research director of the Nugee Committee on Leasehold flats which led to the 1987 Landlord and Tenant Act, and was a member of both City of Westminster and Ealing Housing Commissions.