An Accelerated Energy Transition *batteries not included

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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

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