2026采矿与金属行业趋势：通过矿业和金属行业合作创造持久价值

value through mining and metals IntroductionTrend 1Critical minerals in national security:The strategic role of mining and metalsTrend 2Future-proofing portfolios:Positioning organizations for long-term value growthTrend 3Deep purpose:A new imperative for mining and metalsTrend 4Evolving operating models:Structuring organizations to deliver value over volumeTrend 5Extracting advantages from data:Using smart operations to overcome complexityTrend 6AI for operational excellence:Managing safety risks and enabling productivityTrend 7The next evolution of human resources:Using AI to reimagine the role of HRTrend 8Redefining mineral exploration:Using data and AI to unlock the next wave of major discoveriesTrend 9Unlocking resource wealth:Strategies to catalyze socio-economic transformationTrend 10Scaling sustainability adaptation:Leveraging systems advantage for resilient supply chainsGlobal contactsAuthors & Acknowledgments46531204036120692878868737 Contents Introduction how they create and share value. Nations are seeking to balanceindustrial and defense strategies with energy security and manycommunities are calling on mining companies to contributemeaningfully to local well-being and planetary health. The questionis no longer whether the industry can supply the materials thatpower global progress, but how it can do so in a way that upliftspeople, economies and ecosystems alike.The 18th annual edition ofTracking the trendsexplores howenvironmental value creation can tend to perform better, innovatefaster and endure longer. In mining and metals, that meanscollaborating to reduce emissions in operations, regenerate nature,strengthen regional infrastructure and develop future workforces.The trends featured in this report offer practical pathways to act,from data and AI-enabled exploration and smart operations tofuture-fit operating models and resilient value chains. Together, theydemonstrate how the industry can evolve from simply extracting Trend 1:Critical minerals in nationalTrend 1:Critical minerals in national securityTrend 2:Future-proofing portfoliossecurityTrend 2:Future-proofing portfolios Trend 3:Deep purposeTrend 3:Deep purpose value to collectively creating it. Trend 4:Evolving operating modelsTrend 4:Evolving operating models Trend 5:Extracting advantagesTrend 5:Extracting advantages mining and metals organizations and their broader ecosystemof collaborators can work together to meet this challenge. Theindustry’s future will likely be shaped less by competition andmore by cooperation as industry, governments, technology firms,customers, and communities come together to solve sharedproblems and generate mutual benefits. In this context, truetransformation will likely depend upon winning together: creatingthe trust, agility and shared vision needed to turn complexity intocollective progress. from dataTrend 6:AI for operational excellencefrom dataTrend 6:AI for operational excellence Trend 7:The next evolution of humanresourcesTrend 7:The next evolution of humanresources Trend 8:Redefining mineralexplorationTrend 8:Redefining mineralexploration Trend 9:Unlocking resource wealthTrend 9:Unlocking resource wealth Trend 10:Scaling sustainabilityadaptationTrend 10:Scaling sustainabilityadaptation Global contactsGlobal contacts Critical minerals inTrend 1 national security:The strategic role of miningand metals Richard Longstaff,managing director, Public Sector lead, Deloitte Consulting LLPStacey Toder Feldman,partner, Mining & Metals leader, Deloitte UK government to export products containing REEs and explain theirintended uses. Similar restrictions were also imposed on theexport of lithium batteries and some forms of graphite.1However, the more recent suspension of these export controlmeasures by China following trade talks with the US reinforces theentanglement of market uncertainty with politics.2For governments and companies across the globe, moves like Once seen primarily as enablers of the energy transition, criticalminerals are now at the center of national security discussionsworldwide. This elevation from industrial feedstocks to strategicassets is reshaping the landscape for mining and metalscompanies.For the mining sector, the implications are significant. Companies are increasingly expected to play a dual role: powering the cleanenergy transition while also reinforcing national defense strategiesand maintaining pace with ever-increasing consumer demand. Theconvergence of these priorities creates new opportunities to drivepurpose, as well as risks, and responsibilities that could redefinethe industry’s role in the world.The transition from energy to securitythis have emphasized how fragile and heavily concentrated theirsupply ecosystems have become. Other events reinforced thisrealization. The Russia-Ukraine war exposed Europe’s dependenceon imported resources,3while instability in the Middle Eastadded to global uncertainty.4The result is that market signals areincreasingly