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Just how do we supply all these clean metals?

From australianmining.com.au

Metals demand in the clean energy transition may call for substitution between materials, while lithium supplies may need to increase seven-fold by 2030, according to McKinsey & Company. A joint article from the North American management consulting firm outlined the sheer materials intensity of low-carbon technologies like solar and wind power, compared to the emissions intensity of today’s high-carbon technologies like coal-fired and gas-fired power. “For example, generating one terawatt-hour of electricity from solar and wind could consume, respectively, 300 per cent and 200 per cent more metals than generating the ... (full story)

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  • Category: Fundamental Analysis