Workshop

Remaking the Global Political Economy through Industrial Policy in Critical Raw Materials — A Global South Perspective

25–26 June 2026 · University of Sussex, UK

Book Launch

Handbook of Resource Nationalism (UK Launch)

Public Roundtable

Critical Mineral Governance

25 June 2026 · University of Sussex, UK

about us

The Critical Minerals Policy Lab

Critical minerals and Critical Raw Materials are central to economic development, national security, and strategic competition. Securing supply chain resilience has become a top policy priority worldwide. For the United States, CRMs are vital in maintaining its military and defenceedge as well as advanced manufacturing industries.

For the UK and the European Union, where domestic mining is limited, stable access to CRMs from third countries will determine their future role in global climate, industrial, and technological leadership. Their transition to digital economies, for instance, depends on reliable access to minerals and the ability to participate in emerging manufacturing supply chains. For China, they serve as indispensable inputs for downstream industries and have been integral to its industrial transformation. For many developing economies holding key reserves, CRMs are crucial both as export commodities and as entry points into global value chains.

The rising mineral demand has been framed as a renewed opportunity for industrialisation and development. CRMs are thus now a cornerstone of economic security and strategic power for both producers and consumers. Yet their expansion is generating two major sources of tension—between countries and within countries.

Policy Lab Pillars

This pillar explores how mining can support industrialisation and structural transformation in mineral-producing countries. We examine:

• How to build linkages between mining and broader productive sectors such as manufacturing, services and green industries.

• Ways to acquire technological know-how, strengthen domestic capabilities and move up the value chain.

• Industrial policy tools suited to today’s critical minerals boom, including local-content measures, midstream processing incentives and innovation policies.

• Strategies to mitigate inequality and distribute the gains from mineral wealth more fairly across regions and social groups. Through collaborative work with governments, development finance institutions, firms and communities, the Lab co-designs, tests and refines practical policy instruments that can turn mineral wealth into durable productive capacities.


活动占位

活动占位

Within this landscape, “Global China” has become a central force in critical minerals and manufacturing supply chains. China and the developing world hold significant reserves, while Chinese firms lead in refining, separation and processing. This pillar focuses on the geopolitics and political economy of international cooperation in the CRM sector. We analyse:

• The proliferation of standards-setting efforts, minerals partnerships and bilateral agreements • How Global China is reshaping supply chains and re-writing trade, finance and investment relations with the Global South

• How producer countries use cartels, export measures and price coordination to strengthen their bargaining power

• The potential for new cooperation frameworks including BRICS and other developing-country initiatives


活动占位

活动占位

Conflicts around mining are becoming more frequent, organised and politically salient. Existing governance frameworks often fail to protect people and nature, generate broad-based value or include affected communities in decision-making. This pillar is about rebuilding territorial legitimacy around mining. We work to:

• Understand why conflicts arise and how they relate to inequality, exclusion and environmental harm • Identify institutional gaps and failures that allow unsustainable practices

• Co-design participatory practices and institutional innovations including FPIC processes, benefit-sharing mechanisms

• Test regulatory tools that link access to finance to social and environmental performance


活动占位

活动占位

Mining and industrialisation

Featured Publications

 

Business of the State: Why State Ownership Matters for Resource Governance

Jewellord T. Nem Singh · Oxford University Press, 2024

As decarbonisation accelerates, mineral-rich states in the Global South are called on to supply the critical minerals of the energy transition. Drawing on a decade of fieldwork on Chile’s Codelco and Brazil’s Petrobras, the book shows how a hybrid strategy — market-friendly policies to attract investment combined with reinvigorated state-owned enterprises — can turn resource sectors into platforms for innovation and industrial development, if SOEs are subjected to effective governance reforms.

From Extraction to Value Addition: How Capabilities and Power Shape Local Supplier Development

Anabel Marin and Jose Morales · Institute of Development Studies, 2025

Moving up the value chain is the central promise of critical minerals for producing countries — but it rarely happens automatically. This study examines how local capabilities and power relations between firms, states and lead companies determine whether domestic suppliers can capture more value from mining.

Litio argentino: oportunidades, tecnologías y políticas para desarrollar su cadena de valor

Anabel Marin, Diego Murguía and Katia Itoiz · CENIT-EEyN-UNSAM, 2024

A detailed mapping of Argentina’s lithium sector: the technologies in play, the opportunities for building a domestic value chain, and the policies needed to move beyond raw extraction in one of the world’s key lithium producers.

Innovation opportunities and backward linkages in mining: an analysis of Argentinean knowledge-intensive mining suppliers (KIMS)

Lilia Stubrin, Anabel Marin and Diego Murguía · Industrial and Corporate Change, 2023

Mining is often dismissed as an enclave with few spillovers. This article documents the emergence of knowledge-intensive local suppliers around Argentina’s mines, showing the conditions under which extraction can seed innovative domestic industries.

Further Publications

Jewellord Nem Singh

  • Developmental States beyond East Asia(Routledge, 2019), co-edited with J. Ovadia.
  • Resource Governance and Developmental States in the Global South(Palgrave Macmillan, 2013), co-edited with F. Bourgouin.
  • Handbook of Resource Nationalism(Edward Elgar, 2026), co-edited with J.S. Ovadia and R. Saunders.
  • ‘The Advance of the State and the Renewal of Industrial Policy in the Age of Strategic Competition’, Third World Quarterly(2023).
  • ‘The Politics of Designing and Negotiating Industrial Policy in the 21st Century’, special issue, Third World Quarterly(2023).
  • ‘The Theory and Practice of Building Developmental States in the Global South’, Third World Quarterly(2018), with J. Ovadia.
  • ‘State-owned Enterprises and the Political Economy of State–State Relations in the Developing World’, Third World Quarterly(2018), with C.F. Chen.
  • ‘Industrial Policy and State-Making: Brazil’s Attempt at Oil-based Industrial Development’, Third World Quarterly(2018), with E. Massi.
  • ‘Resource Governance and Norm Domestication in the Global South’, special issue, Environmental Policy and Governance(2020), with K. MacDonald.
  • ‘Debating Unconventional Energy: Social, Political and Economic Implications’, Annual Review of Environment and Resources(2017), with K. Neville et al.
  • ‘Towards Post-neoliberal Resource Politics? The International Political Economy of Oil and Copper in Brazil and Chile’, New Political Economy(2014).
  • ‘Reconstituting the Neostructuralist State: The Political Economy of Continuity and Change in Chilean Mining Policy’, Third World Quarterly(2010).
  • ‘Governing the Extractive Sector: The Politics of Globalisation and Copper Policy in Chile’, Journal of Critical Globalisation Studies(2010).
  • ‘Natural Resources’, in Handbook of Contemporary International Political Economy(Palgrave Macmillan, 2019).
  • ‘Governing Natural Resources’, in Handbook of Latin American Governance(Routledge, 2018).
  • ‘Neoliberalism, Resource Governance and the Everyday Politics of Protests in the Philippines’, in The Everyday Political Economy of Southeast Asia(Cambridge University Press, 2016), with A. Camba.
  • ‘Evolving Forms of Resource Nationalism and State Ownership in the CRM Sector – Implications for EU Cooperation Strategy’, FEPS (2026).
  • ‘Renewing Industrial Policy: A Strategic Path to Economic Development in the Global South?’, Research Network Sustainable Global Supply Chains (2024).
  • ‘The (Local) Costs of Reducing our Dependency on Imported Raw Materials’, Leiden-Delft-Erasmus Centre for Sustainability (2022).
  • ‘Mining Our Way out of the Climate Change Conundrum? The Power of a Social Justice Perspective’, Wilson Center (2021).
  •  

Anabel Marín

 

Related Projects(Marín)

  • Operationalising Trade Reforms and Strengthening Trade–Climate Linkages in ADB Operations (TA-10335 REG), Critical Minerals Expert, Asian Development Bank, Tajikistan and Uzbekistan (2025–2026).
  • Rapid Assessment of Diversification Opportunities in Critical Minerals, Advisor, UNCTAD — mapping value-addition pathways in Zambia, Namibia and Madagascar (2025–2026).
  • Evaluating Chile’s Sustainable Productive Development Programme (DPS), Lead Researcher, IDB and Chile’s Ministry of Economy (2025).
  • Tracing Risks, Driving Change: Building Inclusive Trade in EV Value Chains, Principal Investigator, IDS, funded by the CITP Innovation Fund (2026).
  • Lithium and Territorial Development in Argentina, Principal Investigator, CENIT, funded by ECLAC (2023).
  • Inputs to Change Mining Investment and Environmental Laws in Argentina, Project Leader, CENIT, funded by the Ministry of Production (2020).
  • Innovation and Competitiveness in Mining Value Chains: Copper in Brazil and Argentina, Lead Researcher, CENIT, funded by the IDB (2018–2019).
  • Extractive Industries in the 21st Century: Transformation in Latin America, Project Leader, funded by IDRC (2016–2018).
Mining, geopolitics and international cooperation

Featured Publications

 

Handbook of Resource Nationalism

Edited by Jesse Salah Ovadia, Richard G. Saunders and Jewellord T. Nem Singh · Edward Elgar, 2026

As states race to secure the minerals of the energy transition, resource nationalism has returned to the centre of global politics. This 33-chapter handbook — the first comprehensive reference on the subject — maps how mineral-producing societies assert sovereignty over their resources, across commodities from oil and gas to nickel, tin and rare earths, and what this means for strategic competition between international powers.

Beyond the twin transition: Military drivers of critical minerals’ expansion

Phil Johnstone and Anabel Marín · The Extractive Industries and Society, 2026

Critical minerals demand is usually explained by the green and digital ‘twin transition’. This article foregrounds a third, overlooked driver — military mobilisation and rearmament — showing how war preparedness has long shaped which minerals count as ‘critical’, and how today’s intensified militarisation is changing extraction and governance dynamics across supply chains, with serious implications for sustainable development.

Industrial Upgrading and Economic Statecraft: The Dual Benefits of China’s Resource Nationalism in the Rare Earths Sector

Jewellord T. Nem Singh and Yingfeng Ji · in Handbook of Resource Nationalism, Edward Elgar, 2026

China’s dominance of rare earths is the defining case of minerals as geopolitical leverage. This chapter traces how Chinese resource nationalism has served both industrial upgrading at home and economic statecraft abroad — a dual strategy other producing countries now seek to emulate or counter.

From Dominance to Dependence: What the UK Must Learn to Build Trusted Critical Minerals Partnerships

Anabel Marin and Gabriel Palazzo · CITP Briefing Paper, 2025

The UK now depends on critical minerals produced elsewhere, yet security-of-supply initiatives alone will not build trust with producing countries. This briefing argues that credible partnerships require conflict-sensitive engagement: understanding where and why mining disputes arise, assessing conflict early, and building pathways that turn disputes into negotiated agreements.

 

Further Publications

 

Nem Singh

  • ‘Power and Industrial Policy under China’s Belt and Road Initiative’, Competition and Change(2025), with L. Tjia and G. Lim; also special issue guest editorship (2026).
  • ‘Net-Zero Emissions and the China Challenge: Decarbonization amid Great Power Competition in the Indo-Pacific’, Monthly Review(2024), with J. De los Reyes.
  • ‘The Advance of the State and the Renewal of Industrial Policy in the Age of Strategic Competition’, Third World Quarterly(2023).
  • ‘Recentring Industrial Policy Paradigm within IPE and Development Studies’, Third World Quarterly(2023).
  • ‘The Politics of Designing and Negotiating Industrial Policy in the 21st Century’, special issue, Third World Quarterly(2023).
  • ‘Environmental Governance amidst the Climate Crisis and Energy Transition in the 21st Century’, The Newsletter, IIAS (2022).
  • ‘The Theory and Practice of Building Developmental States in the Global South’, Third World Quarterly(2018), with J. Ovadia.
  • ‘Towards Post-neoliberal Resource Politics? The International Political Economy of Oil and Copper in Brazil and Chile’, New Political Economy(2014).
  • ‘Resource Governance and Norm Domestication in the Global South’, special issue, Environmental Policy and Governance(2020), with K. MacDonald.
  • ‘Debating Unconventional Energy: Social, Political and Economic Implications’, Annual Review of Environment and Resources(2017), with K. Neville et al.
  • ‘Evolving Forms of Resource Nationalism and State Ownership in the CRM Sector – Implications for EU Cooperation Strategy’, FEPS (2026).
  • ‘Renewing Industrial Policy: A Strategic Path to Economic Development in the Global South?’, Research Network Sustainable Global Supply Chains (2024).
  • ‘The (Local) Costs of Reducing our Dependency on Imported Raw Materials’, Leiden-Delft-Erasmus Centre for Sustainability (2022).
  • ‘Mining Our Way out of the Climate Change Conundrum? The Power of a Social Justice Perspective’, Wilson Center (2021).
  • ‘Strategic Interdependence: Supply Chains and the US-China Rivalry’, Phenomenal World(2024).
  • ‘Making the White Gold Rush Pay’, The World Today, Chatham House (2024).
  • ‘Geographies in Transition: Mining-based Development and the EU’s Critical Raw Materials Strategy’, Phenomenal World(2022).

Marín

 

Related Projects(Marín)

 

  • Tracing Risks, Driving Change: Building Inclusive Trade in EV Value Chains, Principal Investigator, IDS, funded by the CITP Innovation Fund (2026).
  • Critical Minerals and Sustainable Development, Principal Investigator, IDS, SPRU and School of Business and Global Studies (2024–2025).
  • Drivers of Responsible Business Conduct in LMICs, Principal Investigator, IDS, funded by FCDO (2024).
  • Strengthening Domestic Capacities and International Collaboration for Critical Minerals Value Addition, Principal Investigator, CENIT, funded by UNCTAD (2023–2024).
Mining and territorial legitimacy

Featured Publications

 

Civic power in mining conflicts: Barrier or catalyst for a just energy transition?

Anabel Marin and Gabriel Palazzo · Environmental Research Letters, 20(5), 2025

Are communities that resist mining an obstacle to the energy transition? Using an original dataset built from global news records (GDELT, 2015–2022), this article provides the first systematic global mapping of conflict and cooperation in mining regions. Resistance turns out to be widespread across rich and poor countries alike, often causing costly delays and cancellations — and the authors argue that moving beyond CSR and conventional consultation, towards genuinely democratised investment decisions, is essential for a just and viable transition.

Mining Legitimacy: Governing the Politics of Resource-Based Green Industrial Policy

Anabel Marín and Santiago Cunial · IDS Working Paper 623, 2025

Green transitions are not only technological but deeply political: they depend on minerals extracted in places where mining is increasingly contested. Drawing on evidence from Argentina and Chile, this paper shows that civic action is not merely a barrier to mining expansion but a driver of institutional innovation and participatory governance — and distils design lessons for green industrial policies that are socially legitimate as well as growth-oriented.

The Role of Domestic Policy Coalitions in Extractive Industries Governance: Disentangling the Politics of “Responsible Mining” in the Philippines

Jewellord T. Nem Singh and Alvin Camba · Environmental Policy and Governance, 30(5), 2020

When do global standards for corporate behaviour actually take hold in contentious sectors like mining? Tracing Philippine mining politics across the Arroyo, Aquino and Duterte governments, this article shows how domestic policy coalitions determine the partial and uneven adoption of global “responsible mining” norms.

Contesting Mineral Extraction for Transformation: Civic Power in Just Energy Transitions

Anabel Marin · IDS Bulletin 56(2), 2025

Argentina and Chile have become key suppliers of transition minerals — and sites of widespread socioenvironmental conflict. Reviewing over 180 sources and mapping 36 conflict cases, this article shows how resistance led by indigenous communities, local assemblies, NGOs and municipal governments has blocked projects, prompted legal reforms and generated bottom-up innovations — a catalyst for policy transformation, not merely a barrier.

 

Further Publications

 

Nem Singh

  • Handbook of Resource Nationalism(Edward Elgar, 2026), co-edited with J.S. Ovadia and R. Saunders.
  • ‘Environmental Governance amidst the Climate Crisis and Energy Transition in the 21st Century’, The Newsletter, IIAS (2022).
  • ‘Resource Governance and Norm Domestication in the Global South’, special issue, Environmental Policy and Governance(2020), with K. MacDonald.
  • ‘Debating Unconventional Energy: Social, Political and Economic Implications’, Annual Review of Environment and Resources(2017), with K. Neville et al.
  • ‘Governing Natural Resources’, in Handbook of Latin American Governance(Routledge, 2018).
  • ‘Neoliberalism, Resource Governance and the Everyday Politics of Protests in the Philippines’, in The Everyday Political Economy of Southeast Asia(Cambridge University Press, 2016), with A. Camba.
  • Resource Governance and Developmental States in the Global South(Palgrave Macmillan, 2013), co-edited with F. Bourgouin.
  • ‘The (Local) Costs of Reducing our Dependency on Imported Raw Materials’, Leiden-Delft-Erasmus Centre for Sustainability (2022).
  • ‘Mining Our Way out of the Climate Change Conundrum? The Power of a Social Justice Perspective’, Wilson Center (2021).

Marín

 

Related Projects(Marín)

 

  • Tracing Risks, Driving Change: Building Inclusive Trade in EV Value Chains, Principal Investigator, IDS, funded by the CITP Innovation Fund (2026).
  • The Justice Footprint of Mineral Imports in UK Value Chains, Principal Investigator, IDS, funded by the CITP Innovation Fund (2024–2025).
  • Revisioning Territorial Rights and Mining in Minas Gerais, Brazil, Co-Investigator, IDS, University of Sussex and UFMG, funded by SSRP (2023–2024).
  • Transition in the Mining Sector in Chile: Leveraging Civil Society and Institutions, Project Leader, IDS with COES (Chile), funded by the IDB (2022).
  • Extractive Industries in the 21st Century: Transformation in Latin America, Project Leader, funded by IDRC (2016–2018).

Research Highlights

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Activities

Team

Dr Jewellord (Jojo) Nem Singh

Nem Singh (Jojo) is a Principal Research Fellow in Global Political Economy at the University of Sussex, UK, and Lead Convenor of the Critical Minerals Policy Lab. He serves as Principal Investigator of the ERC-funded GRIP-ARM project on green industrial policy and rare metals. His expertise spans global political economy, resource nationalism, and industrial policy in developing countries.

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Dr Anabel Marín

Dr Anabel Marín is a Research Fellow and Leader of the Business, Markets and State Cluster at the Institute of Development Studies (IDS). Her research examines how mineral-rich countries can turn extraction into innovation, industrial development and fairer governance, with recent work on lithium value chains, civic power in mining conflicts, and critical minerals partnerships.

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Dr Yingfeng Ji

Dr Yingfeng Ji is a Research Fellow and Postdoctoral Researcher on the ERC-funded GRIP-ARM project at the University of Sussex. She holds a PhD and an MPhil in Development Studies from the University of Cambridge. Her research covers green industrial policy, China's overseas supply chains, and the political economy of critical minerals, with fieldwork in Central Asia.

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Dr Arnie Cordero Trinidad

Arnie Cordero Trinidad is a Research Fellow at the University of Sussex and an Associate Professor of Sociology at the University of the Philippines Diliman. He holds a PhD in Sociology from Trinity College Dublin. His work on development, migration, class, and disaster risk reduction has been published in European Societies, Sociology, and the International Journal of Disaster Risk Reduction.

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Dr Joanna Morley

Joanna Morley is a Fellow of the Critical Minerals Policy Lab and holds a PhD in Latin American Studies from the University of Liverpool (ESRC-funded). Her research focuses on the political economy of energy transitions, large-scale infrastructure projects, and contested natural resource governance in extractive industries.

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