The energy transition will be mineral intensive and create massive demand for all the metals in renewable technologies.
In just a decade, there will be the equivalent lithium-ion battery production capacity of 22 Tesla Gigafactories, with most of that being in China.
To get off fossil fuels, we'll need other finite resources such as rare metals and minerals. Here are the resources that will power the green revolution.
Based on the teardown of a Chevy Bolt, this chart reveals how annual commodity demand would be affected in a hypothetical 100% EV world.