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The reality of green energy: “green metal” supply chains won’t be able to keep up

NC State SCRC

And what raw materials are required to convert to EV in the future? 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. Innovation may find new substitutes or reduced requirements for these minerals. a few years ago.