EnergyTransitionandGeopolitics:AreCriticalMineralstheNewOil?WHITEPAPERAPRIL2024Images:Midjourney,GettyImagesContentsExecutivesummary3Introduction41Supply52Demand93Unavoidable“unknowables”114Rolesofmarketsandpolicy13Conclusion15Contributors16Endnotes17DisclaimerThisdocumentispublishedbytheWorldEconomicForumasacontributiontoaproject,insightareaorinteraction.Thefindings,interpretationsandconclusionsexpressedhereinarearesultofacollaborativeprocessfacilitatedandendorsedbytheWorldEconomicForumbutwhoseresultsdonotnecessarilyrepresenttheviewsoftheWorldEconomicForum,northeentiretyofitsMembers,Partnersorotherstakeholders.©2024WorldEconomicForum.Allrightsreserved.Nopartofthispublicationmaybereproducedortransmittedinanyformorbyanymeans,includingphotocopyingandrecording,orbyanyinformationstorageandretrievalsystem.EnergyTransitionandGeopolitics:WillCriticalMineralsbetheNewOil?2April2024EnergyTransitionandGeopolitics:WillCriticalMineralsbetheNewOil?ExecutivesummaryTheenergytransitionwillcausebigshiftsinMoreover,mostmineralsuppliersresponddependencies–awayfromoilandotherfossilprincipallytomarketconditions,ratherthanstatefuels,andtowardsaraftofcriticalmineralssuchasinterest.Theriskstotheglobaleconomythatlithiumandcopper.Willthistradingofplacesleadtothecleanenergytransitionwillcreategeopoliticalpoliticallyandenvironmentall...
发表评论取消回复