Brazil is emerging as one of the most significant untapped sources of critical minerals, with strong potential across lithium, graphite and rare earths. As global supply chains diversify, the country has a growing opportunity to position itself as a competitive, large-scale supplier Positioning Brazil as a strategic supplier: How trade alignment, including the EU'Mercosur Agreement, could unlock investment and strengthen ties with Western battery supply chains Global competitiveness: Can Brazil compete on cost, scale and speed with established producers and fast-growing supply hubs? From resources to execution: Will infrastructure, policy and investment keep pace with Brazil's critical minerals ambition? Capturing value: Can Brazil move downstream to develop processing and refining capacity and secure greater value from its resources?