With the goal of carbon peaking and carbon neutralization in China, the demand for critical minerals in new energy transformation will grow rapidly. Four typical new energy related minerals of copper, lithium, cobalt and nickel are taken as the research objects in this study. This study analyzes the current situation and problems of new energy related minerals from four aspects: reserves security, supply and demand security, trade security and investment security. It is found that the supply security of new energy related minerals in China is faced with the problems of insufficient domestic reserves and contradiction between supply and demand. In addition, the centralized geographical distribution of imports and unstable production capacity of overseas mining investment projects also threaten the supply security of China’s new energy related minerals. In order to ensure the safe and stable supply of new energy minerals, the Chinese government and mining enterprises should improve the supply security capabilities domestically and overseas.
On the domestic front, the government and mining enterprises should strengthen the exploration and development of domestic resources and accelerate the layout of the whole mining industry chain. On the foreign side, the government and mining enterprises should expand overseas trade and investment cooperation and innovate the investment model of overseas mining projects.

new energy related minerals  /  mineral resources  /  supply security