Defending the grid – renewables on the frontline as nations invest to build energy security
key takeaways.
- Deglobalisation and geopolitical tensions are driving national investments in energy security, as governments aim to cut reliance on fossil fuel imports
- Renewables are a key part of this push – wind and solar are becoming the first line of defence in building domestic resilience
- The transition to clean energy is creating new supply chain vulnerabilities, with China controlling an average 70% of the processing of critical energy metals
- Governments and businesses are investing heavily in recycling to secure critical minerals supply chains, and in clean tech innovations – such as lithium-free batteries – that sidestep critical minerals altogether.
As deglobalisation gathers pace, leading nations are investing in renewables to build energy security. Discover the investment opportunities being created.
Renewables – the first line of defence
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Critical minerals – the new oil?
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rethink everything®.
learn moreSecure supply chains create new growth opportunity
Read also: The rise of metals recycling in the energy transition
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rethink stability.
learn moreDomestic security – global potential
1 Germany, EU remain heavily dependent on imported fossil fuels | Clean Energy Wire
2 Roadmap to fully end EU dependency on Russian energy - European Commission
3 Trump hits India with extra 25% tariff for buying Russian oil - BBC News
4 The future role of offshore renewable energy technologies in the North Sea energy system - ScienceDirect; Expert Comment: How important are wind farms in achieving net zero? | University of Oxford; World Energy Outlook 2024 – Analysis - IEA – calculations Lombard Odier Investment Managers
5 Rodrigo Costa: TIME100 Climate 2024 | TIME
6 Renewables surge: Green energy made up the majority of the EU’s electricity in 2023 | Euronews
7 45% Renewable Energy by 2030 | New Renewables Energy Directive Approved by the EU
8 Renewable energy top priority, Rs 30 lakh crore investment expected to meet 500 GW target: Govt - The Economic Times; Access to electricity | Data For India;
Number of Households by Country 2025; Demand-Projection-Report_Final_24Jan2024_for-WEB.pdf – calculations Lombard Odier Investment Managers
9 Growth of Renewable Energy in the US | World Resources Institute
10 China's green transition: Remarkable but also sustainable? | World Economic Forum
11 China – World Energy Investment 2025 – Analysis - IEA
12 Executive summary – Global Critical Minerals Outlook 2025 – Analysis - IEA
13 Key market trends – Critical Minerals Market Review 2023 – Analysis - IEA
14 Unpacking Trump’s New Critical Minerals Executive Order
15 Critical raw materials act - Consilium
16 Jaguar Land Rover-backed battery recycling project gets UK government funding | Reuters
17 BioRecover
18 Executive summary – Recycling of Critical Minerals – Analysis - IEA
19 Natron plans $1.4 bln sodium-ion battery plant in North Carolina | Reuters
20 Altris 2.0; Altris 2.0
21 Natron Energy Achieves First-Ever Commercial-Scale Production of Sodium-Ion Batteries in the U.S.; Altris - Innovative Sodium-Ion Battery Developer | Sustainable Energy Solutions; Stora Enso and Altris unveil prototype sodium-ion battery cells made from Nordic wood, salt and iron; companies demonstrate technical viability at Battery Show Europe 2025
22 US-China Trade War Clears Path for Sodium-Ion Batteries - Bloomberg
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