From Rocks to Power

Strategies to Unlock Canada’s Critical Minerals for Global Leadership in Energy Storage, EVs, and Beyond
June, 2025

As an increasingly essential part of the digital and low-carbon economies, critical minerals represent a major economic opportunity. With its abundant resources, clean energy, talent, and innovation, Canada has the potential to lead in this global battery revolution. But the window to do so is narrowing. The federal government and several provinces have developed strategies and policies to boost critical mineral development, a coordinated, multi-level strategy is still needed to build out the full battery ecosystem—from rocks to power.

Published by the Battery Metals Association of Canada and authored by the Transition Accelerator’s Senior Future Economy Analyst Sosthène Ung based on over a year of collaboration with industry, government, and academic partners across the country, this report identifies clear, investable priorities in eight minerals, each of them critical to building resilient EV and energy storage value chains. By looking at specific opportunities and providing detailed justifications for its recommendations, From Rocks to Power offers a way out of our perpetual planning cycle and towards a new momentum for Canada’s critical minerals sector—and our future economic prosperity.

About the Author

Sosthène Ung, PhD

Senior Future Economy Analyst

Sosthène is a Senior Future Economy Analyst specializing in Critical Minerals and Metal Processing. Holding an MSc in organic chemistry and a degree in chemical engineering from Montpellier, France he also graduated from McGill University in 2022 with a PhD in green chemistry. His research focused on designing more sustainable reactions for the phosphorus industry. He also worked as a scientist intern in both academia and the industry in Taipei and Shanghai before taking a gap year at Fudan University to study Mandarin.

Passionate about education and sharing knowledge with different audiences, Sosthène has served as coordinator and scientific communicator for Pint of Science Canada and as a communications specialist for the Transition Accelerator.

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Cite as: Ung, S. (June 2025). From Rocks to Power: Strategies to Unlock Canada’s Critical Minerals for Global Leadership in Energy Storage, EVs, and Beyond. Battery Metals Association of Canada, The Transition Accelerator, and Energy Futures Lab. Version 1.0