Insight
Supply side challenges for an electrified world
Report summary
The buzz around the electrification of transport is intensifying. This transformation– together with the rising use of batteries in energy storage applications – will require vast amounts of key metals. Lithium, cobalt and nickel will be the most critical. Failure to navigate this new race for resources correctly could lead to a situation where we swap the geopolitics of oil for more of the same with metals.
Table of contents
- The challenge: anyone for a decarbonised omelette?
- The lucky country versus the lithium triangle
- Cobalt’s image problem
- Avoiding the nickel footprint
- China takes early control
- Is there a new world order emerging?
Tables and charts
This report includes 2 images and tables including:
- The electrification of transportation will see battery demand surge
- Lithium ion batteries will require enormous quantities of lithium, cobalt and nickel
What's included
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