Strategic Intelligence for a Changing World
Merging Energy Transition, Critical Raw Materials & Your Market Advantage into Actionable Insight for Industrial Growth
Executive Summary
The energy transition is accelerating — but its success depends on reliable access to three essentials: energy, critical minerals (such as lithium, nickel, cobalt, rare earths, and copper), and water. These resources are increasingly constrained by geopolitical volatility, export controls, trade wars, fragmented regulations, infrastructure and geographic bottlenecks. Overcoming these challenges requires moving beyond silos and forging new strategic partnerships that connect downstream renewable technologies with upstream raw materials and midstream processing.
Energy security, critical minerals, and water scarcity are deeply interconnected. Addressing them demands an integrated approach to industrial development. Tomorrow’s industrial hubs will co-locate renewable energy, mining, desalination plants, and advanced manufacturing — supported by resilient infrastructure — to ensure long-term security and sustainability.
At GES Green Earth Solutions, we provide strategic intelligence for a changing world. We bridge the domains of energy, critical minerals, and water security, turning complexity into actionable insights for industrial growth. Our mission is to help industries, investors, and policymakers understand how these systems interact — and to enable smarter, long-term decisions in a volatile landscape.
We achieve this through our next-generation AI-powered Intelligence Platform ©RESAPEI, which integrates market intelligence with critical mineral availability, renewable energy sources, and clean technologies. Through our advisory work we deliver geospatial risk maps, interactive dashboards, and tailored insight reports on country or regional level for our clients. These deliverables supports our clients to anticipate risks, prioritize projects, diversify supply and demand, structure offtake and hedging strategies, and communicate with boards, stakeholders, and governments through clear, evidence-based narratives. Our Insight reports cover the various individual renewable energy sources and their dependence on critical minerals on a more global scale.
What You’ll Learn in This Insight Report
This Insight Report uses three figures to take a first glance at the interdependencies between energy and critical minerals, and to highlight the strategic actions needed for industries, investors, and policymakers. By following these sections, you will:
- Understand how critical minerals underpin industrial growth and national strategies.
- See where supply, policy, and execution risks create a “triple squeeze” for operators and investors.
- See how clean energy technologies depend on overlapping sets of critical minerals and how our integrated intelligence approach reveals opportunity corridors and future industry hubs.
Section 1: Critical Minerals and National Dependencies
Critical minerals are the backbone of modern industries, from renewable energy and manufacturing to semiconductors, AI data centers, heavy industry, and defense. All of these sectors depend on mining, processing, and refining, which themselves require significant water and energy inputs.
This section demonstrates that critical minerals are not optional; they are essential to powering economic growth, technological advancement, and industrial resilience. Countries and key global players are increasingly aware of these interdependencies, aligning energy, water, and mineral strategies to secure long-term industrial capacity.
For example, the global landscape of lithium production in 2023, shown by producing countries in Figure 1, highlights which geographies are key contributors to the supply of this critical mineral for future technologies. In our upcoming Insight Reports, we will analyze the broader production landscape of such critical minerals, identify which technologies depend on individual minerals, and explain how they are linked to the energy transition. We will also elaborate on how national policies reflect the strategic importance of these minerals in driving future demand.
Section 2: The Triple Squeeze – Supply, Policy, and Execution Risks
The energy transition cannot succeed in isolation. Energy is required to produce, transport, and desalinate water, renewable energy sources depend on critical minerals while critical mineral production consumes both energy and water. Mapping these interdependencies reveals where co-located solutions — desalination plants, industrial hubs, mining centers, and data centers — can thrive.
The last decade was defined by scale: cheaper renewables, improved storage, and ambitious deployment. The next decade will be defined by dependency: concentrated mining and processing, constrained logistics, politicized trade, water availability, and surging technology demand require clean energy.
Operators and investors face a triple squeeze:
- Supply Concentration – Only a handful of countries control most production and refining of critical minerals.
- Policy Volatility – Shifting industrial policies, export controls, ESG rules, and geopolitical changes affect trade and resource access.
- Execution Risk – Lengthy permitting, skills shortages, and capex inflation complicate project delivery, while siloed planning can leave energy projects without buyers or off-takers.
The global production of Gallium in 2023 as show in Figure 2 can be used as an example to visualize these bottlenecks, making the triple squeeze tangible. Gallium was only produced in a handful of countries and specific regions, any geopolitical disruptions can significantly impact global supply chains, for example in the production of solar panels. Even delays of six to nine months can disrupt IRRs, increase costs, and close critical market windows. Waiting for clarity is no longer an option. The right response is to create it through data, foresight, and strategic planning.
Section 3: Critical Minerals for Clean Energy Technologies
Different clean energy technologies rely on overlapping yet distinct sets of critical minerals. Our future AI-driven Intelligence Platform ©RESAPEI will highlight regions with potential for new exploration and define opportunity corridors for the industry hubs of tomorrow.
©RESAPEI helps our clients to understand with renewable energy sources are favourable to power their industries, whether it’s for the minging industry, industrial clients such as semiconductor or equipment manufacturers, defence, automotive & tech manufacturers, Tech & Heavy industry, battery producers. You can find more information about the industry applications and real life examples on our website.
Our approach integrates three layers of intelligence to identify future industry hubs and guide strategic decision-making:
- Market Intelligence & Regulatory Frameworks – Understanding supply-demand dynamics and policy environments.
- Infrastructure & Subsurface Analysis – Mapping physical capacity and geological potential.
- Geospatial Risk Visualization – Producing dashboards, risk maps, and tailored insight reports to support actionable decisions.
By combining these layers, we help clients anticipate risks, uncover opportunity corridors, and plan industrial hubs that will shape the future of energy supply. Aligning mineral availability, energy production, and water resources is critical for a successful energy transition as schematically displayed in Figure 3. Our AI-driven Intelligence Platform ©RESAPEI provides the clarity to do so.
Figure 3: The co-dependency cycle between critical minerals, clean energy technologies, water, and industries such as semiconductor manufacturing or agriculture highlights the importance of strategically managing supply and demand.
How We Help You
From Uncertainty to Strategic Advantage
We take complex, uncertain markets and translate them into clear, actionable decisions. Our process is streamlined, collaborative, and tailored to your industry:
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Shape the Future. Gain the Edge.
We are building a scalable AI-driven Intelligence Platform ©RESAPEI to empower industrial leaders, investors, and energy players with forward-looking insights. We are also seeking investors committed to shaping the future of industrial hubs and partners to co-develop the ©RESAPEI prototype.
As an early adopter, you get:
- Direct access to shape tools around your needs.
- Priority input on dashboards, maps, and decision frameworks.
- Exclusive early access to the platform’s first release.
- Early adopter pricing (limited availability).
If you’re exploring new industrial hubs, planning AI or data centers powered by clean energy, or navigating resource dependencies — this is where the right partnerships begin.
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What Separates ©RESAPEI – Our AI-Driven Intelligence Platform
We don’t just deliver dashboards and databases — we deliver foresight in spatial context. Our platform connects intelligence across industries, adapts it to your unique priorities, and visualizes it in ways that reveal hidden risks and opportunities.
- Strategy first, intelligence always — We start from your vision for industrial growth and build intelligence around it, highlighting your market advantage during the energy transition.
- Right-sized for SMEs and investors — We understand the constraints on budget and time. That’s why we focus on the 20% of work that drives 80% of risk reduction.
- Cross-industry and risk-aware — We put intelligence on maps, helping you visualize complex data to anticipate risks and opportunities for your operations.
Whether you’re securing renewable energy off-takers, powering energy-hungry data centers, repositioning mining operations, or transitioning production to clean energy — our platform is designed to clarify uncertainty, reduce risk, and illuminate new business opportunities.
Key Takeaways
- Critical minerals and clean energy are inseparable — The energy transition will depend on secure, resilient, and diversified supply chains.
- Industrial hubs are shifting — Regions that align resources, energy, and policy will emerge as tomorrow’s growth centers.
- Strategic positioning reduces exposure — Success is not only about capturing opportunities for long-term growth, but also about limiting risks in resource accessibility, shortening supply chains, and locating co-dependent industries closer together.
- Intelligence is leverage — Integrating foresight, spatial mapping, and cross-industry insights turns uncertainty into clarity for smarter decisions.
Outlook: What to Watch in the Next 12–24 Months
The next two years will be shaped by shifting resource flows, national strategies, and the emergence of new clean energy hubs. Key signals we track include:
- Geopolitical realignments affecting trade and access to critical minerals.
- Policy volatility as governments balance security, growth, and climate targets.
- Supply concentration risks in fragile or geopolitically sensitive regions.
- Industrial repositioning as firms, sectors, and governments seek new competitive ground.
- Regional strategies favoring domestic content, reshaping trade routes and energy hubs.
Our role is to monitor these signals, quantify their implications, and show where businesses can position themselves — linking critical minerals to clean technologies, renewable energy sources, and the future geographies of industrial hubs. The goal: help clients secure growth, reduce dependencies, and contribute to slowing climate change.
We will keep you informed through regular Insight Reports and are forging partnerships with industry leaders to shape the next generation of industrial hubs. At the core is our in-house developed AI-driven Intelligence Platform ©RESAPEI — built to connect critical industries, anticipate risks, and uncover opportunity corridors.
Now is the moment to engage: become an early partner in defining the geographies of tomorrow’s energy and industrial landscape.
Don’t miss our upcoming Insight Reports
About GES Green Earth Solutions
GES Green Earth Solutions was founded in 2023 by Karin Goettlich to drive innovative solutions in the energy sector. Her mission is to proactively shape the future of energy supply while minimizing human impact on the environment as much as possible.
The firm’s goal is to help industry leaders and decision-makers identify the best locations to build, invest, or expand — where clean energy potential aligns with access to critical minerals, infrastructure, and strategic advantages.
Since its founding, GES has gained early traction by delivering insights for renewable and early-stage energy projects. We support clients in the pre-investment and market entry phases through regional intelligence and comprehensive geospatial risk analysis to identify resource corridors where energy production, mining operations and manufacturing can co-locate. We’ve helped clients uncover high-potential, overlooked markets, craft tailored entry strategies, and avoid costly exposure to high-risk regions—enabling more confident, data-driven investment decisions.
GES Green Earth Solutions was founded to transfer proven methods and workflows from the oil and gas industry into the renewable energy sector. This approach enables the integration of energy transition, critical minerals, and market positioning into actionable insights that drive industrial growth.
Disclaimer & Scope
This Insight Report is intended as a strategic overview of the critical trends shaping the energy transition. It introduces the themes, frameworks, and perspectives that underpin our advisory and intelligence work. The analysis presented here does not constitute full market intelligence or operational guidance. Detailed datasets, regional risk assessments, and opportunity corridors are available exclusively through our tailored Insight Reports and advisory services.