Will a Shortage of Minerals Short Circuit the Transition?
Energy Infrastructure/Supply Chain
As the key components of batteries and electrification technologies, demand for copper, lithium, nickel, cobalt and other critical minerals is expected to grow exponentially. But the supply chains to bring these commodities to market face an array of trade, permitting and social economic challenges. Can governments and industry overcome these challenges and ensure security of supply of essential energy transition minerals? Or do supply deficits risk upending transition goals?