Critical minerals and rare earths: ASEAN’s new moment?
26 November 2025
In the global rush to secure critical minerals supply and rare earth supply chains, ASEAN has entered the limelight as an alternative source, a new position that could position the region as a new geopolitical powerbroker, but at what cost? This paper by Samantha Cheh, senior editor at StoneBench, explores how these shifting dynamics could have a transformative impact on the region
Demand for critical minerals has increased dramatically due to its myriad uses for the global energy transition and accelerating AI adoption. Yet, these resources are highlight concentrated in a handful of countries, resulting in growing protectionism all across the world.
In this story, ASEAN is emerging as a central player, with member countries navigating the opportunities—and risks—posed by these reserves. How can the economic bloc translate its critical mineral deposits into geopolitical heft and influence? Click below to read more.