
The study examines the growing role of minerals in the global economy, particularly in the context of the transition to low-carbon technologies.

Special attention is paid to Ukraine’s potential as a supplier of such minerals, given its available resources — titanium, lithium, graphite, and rare earth elements.
The paper also provides an overview of the concept of the ‘local component’ — a policy that promotes the use of national resources in the implementation of investment projects. The study assesses the country’s potential to capture both the “upper” and ‘lower’ parts of the value chains, taking into account the available industrial and engineering potential.