Insight

An Accelerated Energy Transition *batteries not included

Get this report

$1,050

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

10 August 2020

An Accelerated Energy Transition *batteries not included

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
    • Increasing supply
    • Decreasing demand
  • Conclusion

Tables and charts

This report includes 4 images and tables including:

  • Base Case EV outlook
  • AET EV outlook
  • Additional battery sector metals demand required to meet AET EV uptake

What's included

This report contains:

  • Document

    An Accelerated Energy Transition *batteries not included

    PDF 852.31 KB