Business & IndustryAnalysis

China Reports Growing Mineral Reserves and Output Amid Domestic Exploration Push

Official ministry reports highlight five straight years of rising exploration investment alongside key discoveries in gold, lithium, and energy resources.

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The Brief

China's Ministry of Natural Resources reported steady expansions in domestic mineral and energy security, backed by a fifth consecutive year of growth in geological exploration and mining fixed-asset investments in 2025. Releases issued around the 2026 China International Mining Congress show 200 new non-oil and gas mineral sites identified, alongside steady increases in coal, crude oil, and natural gas output. Officials also underscored China's dominant global position in refining and processing, citing top reserve rankings across 14 minerals.

Why it matters

Against a backdrop of volatile global supply chains and geopolitical competition over critical minerals, Beijing's ability to boost domestic discoveries and maintain smelting dominance strengthens its central position across industrial and high-tech supply chains.

China context

Under its ongoing strategic campaign for prospecting breakthroughs, China has channeled state and private resources into identifying strategic minerals and exploring deep-layer and deep-sea oil and gas deposits. The steady gains in traditional fossil fuels paired with high-priority discoveries such as lithium reflect Beijing's dual focus on industrial baseline security and green transition inputs.

Editor's View

EDITOR'S VIEW — Analysis and inference, not factual reporting. While the Ministry of Natural Resources emphasizes growing domestic exploration and self-sufficiency, China's smelting footprint remains its most formidable leverage point in the global minerals economy. Controlling major shares of processing capacity for critical minerals allows domestic manufacturers to navigate upstream price volatility better than foreign peers. However, the commercial viable recovery rates of these newly discovered sites, particularly in complex deep-layer or deep-sea settings, will determine how much domestic reliance can realistically replace overseas imports.

What to watch

  • Follow-up disclosures detailing the exact 14 minerals where China claims the world's largest reserves.
  • Commercial development timelines and recovery economics for the newly identified lithium and manganese deposits.
  • Progress in deep-sea and deep-formation oil and gas extraction initiatives.

Key Takeaways

  • 1China logged a fifth straight year of growth in both geological exploration and mining fixed-asset investment in 2025.
  • 2Explorers identified 200 new non-oil and gas mineral deposits in 2025, led by gold, iron, coal, manganese, and lithium.
  • 3Energy output rose across coal (4.85 billion tons), crude oil (216 million tons), and natural gas (262.06 billion cubic meters).
  • 4China reports holding the world's largest reserves in 14 minerals and producing about half of global output across 17 mineral products.
China's domestic energy and mineral security continues to expand, according to annual government assessments released around the 2026 China International Mining Congress in Tianjin. According to the China Mineral Resources Report (2026) issued by the Ministry of Natural Resources and reported by Xinhua, China marked its fifth consecutive year of positive growth in both geological exploration investment and mining fixed-asset investment in 2025. Across the country, 200 new non-oil and gas mineral sites were identified during the year, comprising 63 large, 57 medium, and 80 small deposits. Gold led new deposit counts with 16 sites, followed by iron ore with 11, coal with nine, and manganese and lithium with eight sites each. Fossil fuel production also registered steady gains in 2025. Coal output reached 4.85 billion metric tons, representing a 1.4 percent increase year on year. Crude oil production rose to 216 million metric tons, logging its seventh consecutive year of expansion, while natural gas production totaled 262.06 billion cubic meters, marking nine consecutive years of annual increases exceeding 10 billion cubic meters. Parallel findings from the Global Mining Development Report 2026, published by the China Geological Survey and reported by Securities Times, noted that the country's mineral reserves have grown substantially under its strategic prospecting initiative. The survey stated that China ranks first globally in reserves for 14 minerals, while deep-strata and deep-sea exploration are emerging as new frontiers for oil and gas. The geological survey report also highlighted Beijing's entrenched role downstream in industrial processing. China maintains the world's largest smelting and refining footprint, ranking first globally in the output of more than 30 metallurgical products. Furthermore, output for 17 mineral products accounts for approximately 50 percent of total global production, underscoring the country's role as a primary supplier and processor for global supply chains.