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

NC State SCRC

The IEA predicts about a seven fold increase of such “green metals” by 2030. They assumed that prices remain at today’s elevated levels, and that miners would therefore exploit untapped deposits. Copper and nickel would require $250-300bn in capex before 2030. And how will we mine them? cobalt, down from 30%.

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4 Crucial Commodities to Watch in 2023

Resilinc

Your business likely relies on raw materials experiencing significant price fluctuations or shortages. Presently, The Democratic Republic of Congo (DRC) is the top producer of cobalt—making 71% of the world’s supply. And in 2021, Apple reported that 13% of cobalt shipped in its products came from recycling.

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