Environment, Climate Change, and Security James Lautens

Mineral Mania: Canada’s Critical Mineral Opportunity


At an increasing rate, critical minerals are at the forefront of international relations. Critical minerals are a hot topic not only in the business sphere but also the defence sphere.This is especially true now, with President Donald Trump pushing Ukraine to sign over its critical mineral rights to the United States. This demand is presented as payment for the military aid the United States has provided the nation during its ongoing struggle against Russian invasion. Such a demand would deprive Ukraine of its ability to rebuild itself after the war, as critical minerals have been globally highlighted as being foundational for future technological and economic development. The United States sees this, and has begun increasing domestic production, with Trump using emergency powers to increase production of critical minerals. Looking abroad, China is a superpower that has massive influence in the trade of critical minerals especially in regards to critical minerals processing and supply chain creation. The U.S. wanting to increase output is designed to challenge their newfound international influence. 

As such, it is crucial that countries everywhere begin to contemplate what they can do with their critical minerals, especially Canada. Canada has a wealth of critical minerals it can harness to not only pursue a greener economy, but also secure its national security. In 2022, the Canadian Federal Government has outlined a critical minerals strategy. In this report, six minerals are listed as an initial priority for exploitation: lithium, graphite, nickel, cobalt, copper, and rare earth metals. Each of these metals has a variety of uses, like cobalt’s role in manufacturing batteries, jet engines, and hydrogen fuel cells.  

The strategy goes on to assert that “[c]ritical minerals represent a generational opportunity for Canada’s workers, economy, and net-zero future” and as such Canada must pursue critical minerals as an industry. The strategy specifically looks to generate economic growth for a sustainable future and enhance global security. It makes clear that in a rapidly changing world, critical minerals – and those who can exploit them – will remain cutting edge. While China currently dominates this market, Canada has the opportunity to emerge as a major player. 

Yet, there have been some criticisms of Canada’s Critical Mineral Strategy. While the strategy is designed with sustainability in mind, a federal audit conducted in November 2024 highlighted that the federal government was not giving enough consideration to the environmental impact of critical mineral mining. The audit has stated that the infrastructure needed to mine these critical minerals has not been properly assessed, and as such might increase environmental degradation. The Federal Government accepted these recommendations yet other, no less crucial questions still remain. 

Primarily, the paradoxical nature of acquiring critical minerals is of special note. Canada has thirty-one critical minerals that it can exploit scattered throughout the country. To acquire these minerals, not only would the government of Canada have to incentivise an increase in exploratory measures, but they would also need to establish the necessary infrastructure.  However, without accessing these minerals, Canada will not be able to transition to a fully sustainable economy. 

Not only could this help Canada, both economically and defensively, but it could also assist NATO. Canada could export its critical minerals to key allies in Europe to help curb Russian influence. Not only that, but by exporting critical minerals, Canada can help other economies transition towards sustainability. Such a measure would not only help slow global warming, but elevate Canada’s status on the international stage. 

Therefore, Canada currently has an opportunity to forge itself into an international critical mineral supplier, while also meeting its own interests. The exploitation of critical minerals is crucial to ensure we transfer from a fossil fuel-based economy to a green one.


Photo: AI-Generated Image from StockCake

Disclaimer: Any views or opinions expressed in articles are solely those of the author and do not necessarily represent the views of the NATO Association of Canada.

Author

  • James Lautens is an Engagement Coordinator with the NATO Association of Canada. He graduated with High Distinction from the University of Toronto with an Honours Bachelor of Arts in History and Classical Civilization. He is currently taking a gap year before pursuing a Master in Public Policy/Administration or a Juris Doctorate. James is passionate about government service and a possible career in the civil service. His areas of academic interest are politics and religion in Early Modern Europe as well as the history of military development in Ancient Greece. He is particularly interested in the coordination of provincial and municipal governments in the implementation of policy. In law, James is interested in constitutional law focusing on the intersection of civil rights and emerging technologies. In his spare time James writes book reviews for H-Net War and does occasional contract work for the Critical Minerals Institute, a think tank focused on the mineral supply chain and new green technologies.

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James Lautens
James Lautens is an Engagement Coordinator with the NATO Association of Canada. He graduated with High Distinction from the University of Toronto with an Honours Bachelor of Arts in History and Classical Civilization. He is currently taking a gap year before pursuing a Master in Public Policy/Administration or a Juris Doctorate. James is passionate about government service and a possible career in the civil service. His areas of academic interest are politics and religion in Early Modern Europe as well as the history of military development in Ancient Greece. He is particularly interested in the coordination of provincial and municipal governments in the implementation of policy. In law, James is interested in constitutional law focusing on the intersection of civil rights and emerging technologies. In his spare time James writes book reviews for H-Net War and does occasional contract work for the Critical Minerals Institute, a think tank focused on the mineral supply chain and new green technologies.