Energy Transition: Material Demand

I saw this graph from the IEA a few weeks ago and it hit home on a topic those closest to the energy transition know: the energy transition is going to require a LOT of minerals.

These minerals are going to require a new approach to sustainable mining and a more prepared recycling strategy for the new energy pioneers. Supply chains will need to be reimagined and commodity price volatility managed. Finally, new geopolitical relationships and tensions will form. Net, certain parts of the carbon and new energy economy will look quite the same…