Our Asia Pacific Foundation of Canada Series: Canada’s Critical Minerals Advantage

Canada’s 2022 critical minerals strategy was built for a particular world. That world has not held: China has tightened its grip on supply chains; protectionism is fraying the allied coordination that loosening it requires; and a turbulent relationship with Washington has added urgency Ottawa did not plan for. These shifts have left the Carney government with a framework that no longer fits the moment — and a geopolitical reality that demands more than incremental updates. This series examines Canada’s critical minerals agenda in terms of what Ottawa has actually delivered, how the strategy needs to evolve, and how deeper partnerships with key Indo-Pacific players can be mutually beneficial in achieving resilient supply chains. Welcome to our Asia pacific Foundation of Canada Series on Canada’s Critical Minerals Advantage.

The Government of Canada’s critical minerals list of 34 minerals and metals:

China’s export controls, a more interventionist G7 agenda and Washington’s widening network of mineral partnerships have transformed the market in which Canada’s critical-minerals strategy must operate. “Ottawa now needs to connect domestic industrial policy, international partnerships, and its North American economic relationship into a single strategy,” writes APF Vice-President Research & Strategy and Policy Contributing Writer Vina Nadjibulla. “Canada has helped shape the international conversation on critical-mineral resilience. The next task is to demonstrate that it can build.” Here’s Vina Nadjibulla with Building Canada’s Place in the New Critical Minerals Order.

Since 2025, Canada and the European Union have been doubling down on the transatlantic relationship — from trade to defence to the securing of reliable and sustainable critical minerals supply chains. As deputy director in the European Commission’s Directorate General for the Internal Market, Industry, Entrepreneurship and SMEs, Peter Handley and his team negotiated the 2021 EU-Canada Strategic Partnership on Critical Raw Materials as well as the EU’s 2024 Critical Raw Materials Act. “Canada, overreliant on the U.S. market, urgently needs to diversify,” writes Handley, “while EU companies need to become much more active as offtakers and investors to secure minerals and refined metals from Canada, the EU’s reliable and stable partner in North America.” Here’s Peter Handley with On Critical Minerals, Canada and Europe Meet in the Midstream.

The Asia Pacific Foundation of Canada is Canada’s only national public-purpose institution dedicated exclusively to Canada-Asia engagement.

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