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The ESG dilemma for energy transition metals
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Report summary
Decarbonisation is sparking an unprecedented demand for key energy transition metals including lithium, cobalt, graphite and rare earths. While the energy transition is bringing new opportunities for these metals, it is also laced with multiple challenges. To move towards a sustainable future, environmental, social and governance (ESG) factors have become an increasing priority for a broader group of stakeholders, meaning the quality of raw materials is equally important as the quantity supplied. Therefore, these metals markets are facing a dilemma between ramping up production quickly to satisfy demand requirements and taking the time to revolutionise supply chains to meet stricter ESG standards from end-use consumers.
Table of contents
- Executive summary
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Graphite
- How do ESG challenges compare between the different supply chains for battery-grade graphite?
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Lithium
- What problems does the sustainability-oriented consumer face in the lithium sector today?
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Cobalt
- How will the cobalt industry react to increased ESG scrutiny and surging demand?
Tables and charts
This report includes the following images and tables:
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Demand outlook for key energy transition metals
- 4 more item(s)...
What's included
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