The one deal that could come from COP30 that warrants investor attention

Critical minerals extraction rising in importance as second week of summit begins

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Activists protest at COP30 events over the weekend. Photo: UN Climate Change/Kiara Worth.

Forget a fossil fuels transition roadmap. The idea from Brazil that is taking up all the oxygen at the COP30 climate summit as it enters its second week in Belém has no realistic chance of passing.

China and Saudi Arabia are against it and if anyone wants the U.S. take they simply need to watch President Donald Trump greet Saudi leader Mohammad bin Salam on Tuesday at the White House. Still, headlines and negotiations on a roadmap will fill COP30 discussions this week.

But a lesser agreement appeared on the radar last week that warrants investor attention — critical minerals extraction.