Transition Metals Outlook 2023

The video discusses the critical role of metals in achieving net zero emissions by 2050, highlighting the demand for metals like steel, aluminum, copper, and lithium. It emphasizes the potential supply risks due to geopolitical factors and resource nationalism, which could impact the global supply chain and increase costs for clean energy technologies. The discussion includes the importance of expanding metal supplies to avoid derailing the transition to a net zero future.

What risks are associated with the supply of metals needed for clean energy technologies?

How could the failure to increase the supply of metals impact the adoption of clean energy technologies?