Critical Minerals Outlook 2026

Key Takeaways

• The IEA Global Critical Minerals Outlook 2026 tracks lithium, cobalt, nickel, copper, and rare earths across three scenarios
• Three chart families: demand by sector (stacked bar), supply sources (pie), and recycling contribution (line)
• Scenario selector flips between Stated Policies, Announced Pledges, and Net Zero trajectories
• All data shown here is illustrative sample data — not actual IEA figures