Insight
An Accelerated Energy Transition *batteries not included
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Under our most recent base case view, supply of materials like lithium, cobalt, nickel, graphite and manganese appears largely adequate over a 10-year forecast horizon. The prospect of a fast-tracked decarbonisation story, an ‘Accelerated Energy Transition’ as we call it, naturally raises many questions for us in terms of how battery raw materials supply-chains might cope. Here we examine possible scenarios for faster decarbonisation of transport, and their key implications.
Table of contents
- The Accelerated Energy Transition
- Demand
-
Implications
- Increasing supply
- Decreasing demand
- Conclusion
Tables and charts
This report includes the following images and tables:
- Base Case EV outlook
- AET EV outlook
- Additional battery sector metals demand required to meet AET EV uptake
What's included
This report contains:
Other reports you may be interested in
Insight
LNG mandates fuel M&A activity
A growing list of players with LNG aspirations has led to a M&A boom
$1,050
Asset Report
Xikuangshan zinc smelter
A detailed analysis of the Xikuangshan zinc smelter.
$2,250
Insight
China imposes export controls on some medium and heavy rare earths
China imposes export controls on key rare earths. We explore impacts, alternatives, and their effects on the global rare earth market.
$1,050
