Insight
The energy transition outlook for rare earths 2025
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Our energy transition outlook analyses the implications of three decarbonisation scenarios for rare earth demand. These scenarios cover both faster and slower transitions than our base forecast. In particular we focus on the demand from EV and wind energy adoption under each scenario, as well as the impacts on catalyst demand. From overall demand we consider the market balance of key elements including neodymium and praseodymium. We also calculate the capital requirements required to balance the market in each case, summarising capital intensity from active projects worldwide. Finally, we discuss the impact on price if demand is higher or lower than our base case.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
2023 CCUS fundamentals: subsurface storage of carbon
We cover the essential concepts of subsurface storage of CO2 in depleted fields and saline aquifers.
$1,050
Insight
Delayed Energy Transition Oils: A Crude Awakening?
Wood Mackenzie’s Delayed Energy Transition scenario: what does it means for oil and refining
$1,350
Insight
Oils & Refining briefing session: Defining a framework for the Energy Transition in the next decade
On 4 October 2021, we hosted the Oils and Refining focus day with 3 forum presentations in Asia, Europe, and North America.
$1,350
