The Iran War sounds a warning for All of Scotland’s Critical Minerals

It isn’t just oil that is being disrupted by the US’s war with Iran nor will it be the only future disruption so Scotland needs a more resilient economy with strategies that should extend to all critical minerals.

In the gap between me writing this and you reading it, a lot of things will have changed. If you’re reading this online on Friday morning, the Scottish election polls will be closed, but we won’t know the results yet. If you’re reading in print in The National on Sunday, we’ll know by then who will and will not be members of the next Scottish Parliament, though we may or may not know who the actual Government will be.

And by then, maybe the Iran War will still be going on. Or maybe Trump will have pledged another ceasefire. Or maybe he’ll have reneged on it again.

Either way, the world price of oil is likely to still be high and volatile, and we’re all going to continue suffering problems because of it. People in rich countries will get poorer because everything will cost more. People in poor countries will likely lose access to critical materials completely. I am extremely concerned about the dual effects of the loss of fertilisers and fuel for agriculture, combined with a projected very strong El Niño climate event this year.

Politics in the UK appears to be scrabbling around how to deal with fuel disruptions, and more than a few political parties appear to be willing to set the world just a little more on fire by trying to boost production from the North Sea as a replacement for oil being diverted and disrupted due to the war.

Here’s the thing, though. If we replace one barrel of oil we’ve lost in imports with one barrel of domestic oil, we won’t reduce the price of oil (it being a globally priced commodity), and tomorrow, we need to find another barrel of oil. If, instead, we replace the demand for that barrel of oil with heat insulation and a wind turbine or a set of solar panels and batteries, we never need to buy that barrel of oil again.

Even if post-war trade returns to ‘normal’, the countries that have responded by weaning themselves further off of oil will never be threatened by that kind of oil war again, either in Iran or anywhere else that Trump or his successors or allies wish to invade next. The bonus is that right now, the solar panels and batteries are even cheaper than the oil they’d replace.

But there is a complication there, too. Building solar panels and batteries also requires critical minerals, and right now, that means often not just importing those minerals from vulnerable countries, but probably importing the finished products from countries like China with all of the problems that entails, too. Switching one insecurity for another doesn’t make us more secure.

This week, a paper I contributed to was launched by Friends of the Earth Scotland and various other coalition partners, calling for the UK and devolved governments to develop a better strategy around critical minerals of all kinds. The report Aligning UK critical mineral policies with the human rights and environmental priorities of devolved nations considers where critical minerals are, well, most critical to various aspects of our economy, from energy to industry to the military and advocates for a more strategic approach to their use via the implementation of Circular Economy principles.

“While I’ve come to believe that Scotland has largely lost control over the current renewable energy transition, we could and should be building up our manufacturing industries around repairing, recycling and rebuilding the next generation of renewables”

This is the insurmountable advantage that renewables have over oil. Oil is disposable because you have to burn it to make it useful. Renewable energy generators are reusable. They just keep generating energy after they are built. They are also recyclable. If designed properly, the materials in a solar panel or a battery can be used to make another solar panel or battery once the first one eventually breaks (the lithium in a battery can be recovered with something like 90% efficiency, meaning that lithium mined today could still be being used in a battery centuries from now).

I mentioned in a recent article in The National (26th Feb 2026) that while I’ve come to believe that Scotland has largely lost control over the current renewable energy transition, we could and should be building up our manufacturing industries around repairing, recycling and rebuilding the next generation of renewables so that when the current set of imported generators starts to wear out we can replace them with Scottish made (and owned!) versions. At the same time, we should be actively exploring alternatives to critical minerals so that we’re not so vulnerable to supplies being disrupted. Scotland doesn’t have a lot of lithium to mine, but we do have plenty of seawater and sodium batteries are becoming a very interesting alternative to lithium for many purposes.

Ultimately, the lesson of this new paper is that the whims of the “free market” do not hold up in environments where trade is not free and where autocrats can cause chaos for any real or imagined reason. This means that we need deliberate, strategic government policy in place to keep us safe, our economies resilient and our politicians listening only to profiteering megacorporations or lurching from crisis to crisis but actually building a country and ultimately a planet that puts All of Us First.