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Critical minerals have become critically important because of the development of technology and of global political rivalries in recent years. So pointed out specialist market supply and demand analysis and intelligence research consultancy Project Blue founder and director Dr Nils Backeberg. A UK-based South African, he was addressing the 2026 Southern African Geophysical Association conference, being held in Cape Town. Criticality was defined by scarcity, risk, and the lack of alternatives, he explained.