Governments become ‘deal participants’ as critical minerals race accelerates
State involvement is increasingly taking forms once associated primarily with commercial investors, including equity stakes, price floors and long-term offtake agreements.
State involvement is increasingly taking forms once associated primarily with commercial investors, including equity stakes, price floors and long-term offtake agreements.
BELLINGS Intelligence Score: 45
Why it matters
Government participation in critical minerals deals through equity stakes and long-term agreements signals a notable shift in market dynamics with potential implications for financing, pricing, and supply chain risk in a strategically important sector.