The Security–Sustainability Nexus: Lithium Onshoring in the Global North

Abstract The political economy of lithium, a “critical mineral” for the renewable energy transition, is marked by two striking developments. First, Global North governments that have historically offshored mining are onshoring lithium to enhance “supply chain security.” Second, these governments have committed to “sustainably sourcing” lithium. In this article, I theorize both developments in terms of a novel security–sustainability nexus: an interlocking set of policies and justifications that promote lithium extraction and emphasize the environmental credentials of Global North mining. The security–sustainability nexus evidences an alignment between state and corporate interests. For public officials, onshoring policies counter China’s “dominance” over battery supply chains. For mining and auto firms, onshoring translates into lucrative incentives, supply security, and reputational benefits. However, despite this state–corporate alignment, the tensions within the security–sustainability nexus illuminate the contradictions of green capitalism. I conclude that the geopolitical and socioenvironmental conflicts over the material foundations of the energy transition are reshaping the inequalities linked to extractive sectors.