Report
June 5, 2026 • 11:07 am ET
Alexis Harmon and Reed Blakemore
This report, the first in the Redefining Resilience series of publications, examines demand-side innovation for critical mineral supply chains: the set of strategies that reduce how much of a constrained mineral an economy requires and expand the range of viable supply options. It argues that critical mineral supply chain policy has a structural blind spot. It has been organized around the question of where materials come from while largely ignoring an equally consequential set of questions: how much of these materials economies actually need, how that demand is shaped, and who shapes demand. Material substitution, material efficiency, and system and product redesign are not substitutes for supply-side investment, but they are essential complements that remain underused.
Drawing on a roundtable convened under the Chatham House Rule by the Atlantic Council Global Energy Center, this report examines two sectors, batteries and permanent magnets, to show how demand-side innovation either reaches deployment or stalls. The barriers are concrete and addressable: financing systems poorly structured for first-of-kind technology, procurement frameworks that privilege incumbent materials, qualification processes that slow substitution, and, overarchingly, a policy architecture focused overwhelmingly on supply.
