Bulk alloys under an accelerated energy transition
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Report summary
Table of contents
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Key takeaways:
- Demand: Upside from renewables, Li-ion batteries and non-ferrous alloys while foundries and castings provide downside under AET-1.5
- Supply: Future supply gap widens for mine supply, but no new refining capacity is needed within the 2020s across bulk alloys, outside of existing project pipeline
- Capital requirements: New mining and refining capacity will need significant additional capital spending to meet AET-1.5 demand
- Prices: Ore incentive prices slightly up, while price of refined output will see more significant uplift on higher AET-1.5 production costs
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