Noble alloys under an accelerated energy transition
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Report summary
Table of contents
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Key takeaways
- Demand: energy storage, lightweighting, superalloys, wind turbines, battery anode and cathodes are significant growth areas
- Supply: deficiencies will appear across vanadium, molybdenum and niobium markets
- Capital requirements: additional investment to fulfil demand requirements, with ESG and supply security an additional consideration
- Prices: additional supply requirements under a 1.5 °C scenario would support prices
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