Raw material requirements for the global energy and transport transition: Market and geopolitically related supply risks

Abstract

The demand for many raw materials in clean energy and transport technologies will grow significantly in the coming years Challenges for many raw materials: - Considerable expansion of current production within short time necessary - Exploitation of deposits that are not yet economically viable today necessary - High concentration of production in only a few producing countries - Political instability in the producing countries. --> Considerable risk for short- to medium supply bottlenecks and/or price increases for many raw materials important for clean energy and transport technologies!