China-linked mineral price swings delay 23% of global energy-storage projects

A DLA report finds 23% of energy-storage investors, lenders, developers, and producers have deferred or scrapped viable projects due to unpredictable critical-mineral pricing, largely shaped by China's market dominance. This underscores how strategic materials are becoming a geopolitical flashpoint, with supply-chain concentration translating directly into project-level financial risk. The report is a single-source claim; the exact scale and geographic distribution of affected projects remain uncertain.

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