The reality of green energy: “green metal” supply chains won’t be able to keep up
NC State SCRC
APRIL 22, 2022
What will happen to those manufacturers that can’t or won’t convert? The IEA predicts about a seven fold increase of such “green metals” by 2030. Copper and nickel would require $250-300bn in capex before 2030. There are other risks as well: logistics in these regions (especially Africa and Chile).
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