Resource supply for renewable energy transformation

Lithium from Chile is 20% of worlds supply

Lithium from Chile

Lithium from Chile, Argentina and Bolivia makes up 20% of the current supply, with China and Australia the majority of the rest. Intense exploration and extraction is in full swing.

China EV Battery Demand explodes

China Battery Demand from EVs

EV produciton in China is booming, and the battery market is racing to keep up with demand and supply. China will get to 20% of EV new car sales by the end of 2021 4 years ahead of 2025. Six battery companies provide 47% of the global demand for batteres.

lithium shortfall for gigafactories

Lithium Shortfall for GigaFactories

It takes 2 years to build a battery gigafactory. But it takes 7 or more years to develop a mine. While there is plenty of lithium on the planet, it isn’t being extracted and refined quickly enough to keep up with the rapidly growing demand for batteries.

nuclear smr reactors are still in development

Nuclear SMR Reactors

Nuclear SMR Reactors are small and modular and it is proposed they overcome 2 of the conventional nuclear issues, cost and refuelling. In reality, they are still a decade or more away from commericalisation and the value is yet to be confirmed.

200 battery gigafactories in construction globally

Battery Gigafactories

Over 200 Gigafactories have been constructed or in construction or announced. There are in many countries around the world and are needed to produce the 80 million cars each year and the GW of energy Grid Storage.

rare earth elements supply

Rare Earth Elements

Rare earth elements are a critical part of the renewable energy industry as well as in the past for catalysts and industrial products. We explore what they are, and where they can be found.

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