Insight
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
-
Implications
- 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:
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