Autor/es reacciones

Martina Gamba

Researcher at CONICET, in the Center for Mineral Resources and Ceramic Technology at the National University of La Plata (Argentina)

The report is highly significant in that it contributes to the body of literature that critically examines the dynamics of the ongoing energy and digital transitions. In particular, it aligns with perspectives that warn that the increased demand for critical minerals needed for the transition reproduces colonial patterns that exacerbate social, economic, and environmental inequality and injustice between extraction zones—generally located in the Global South—and industrialized countries, generally located in the Global North.

However, one aspect that could be strengthened is its analytical framework of accountability, as it says little about the specific corporate actors and economic groups that directly benefit from this model. In this sense, accountability appears diluted when attributed to broad geopolitical categories, rather than examining the role of transnational corporations and the dynamics of capital accumulation that sustain it. The use of the Global North/Global South dichotomy risks homogenizing highly diverse territories, obscuring internal inequalities, power asymmetries, and the differentiated roles of states, local elites, and communities. This is evident in the case of lithium, where mention of Argentina is marginal, despite the fact that it is a central actor in global production. There, extraction is in the hands of multinational corporations, regulated primarily by provincial governments, and recent regulatory changes—such as the Incentive Regime for Large Investments (RIGI) and amendments to the Glacier Law—have further expanded the benefits for these companies. The report does mention Bolivia, where large-scale extraction has not yet materialized, and Chile, which faces severe socio-environmental impacts resulting from lithium exploitation. However, it fails to acknowledge the efforts both countries—where production is heavily regulated by the state—are making to implement direct lithium extraction technologies aimed at reducing impacts, particularly on water consumption.

Finally, while the report’s concluding section proposes a series of actions directed at the various stakeholders involved, it would be important to emphasize the need to move toward more structural transformations: reversing growth-based economic models that drive demand for critical minerals in the Global North, promoting the extraction of these minerals in the industrialized territories that demand them and where environmental and human rights standards are more stringent, and implementing decisive policies to ensure that companies invest in battery recycling.”

EN