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The Material and Metal Security of Low-Carbon Energy Transitions
by Jordy M. Lee
April 2nd, 2020
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We are building a world-class public policy institute at one of the country’s finest research universities in the areas of natural resources, energy, and environment.
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Material Needs for Renewable Technologies
(Sovacool, et. al, 2020)
Mineral growth as a percentage of 2017 production through 2050
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Supply Chains: Environmental, Social, and Governance (ESG)
ESG reporting is complicated
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Critical Minerals Strategies
2017 U.S. Net Import Reliance for Critical Minerals(U.S.DOI, 2019)
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Everyone vs China
(European Commission 2017)
• E = Extraction
• P = Processing
• Green = Rare Earth Elements
• Grey = Platinum Metal Groups
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Predicting the Energy Future
(Resources for the Future, 2019)
Global Electricity Generation by Fuel - 2040
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Geopolitical Trends and Challenges
(IRENA, 2019)
Clean energy manufacturing value added (2014, US$ billion) Potential Impacts on selected countries
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Politics and Policy
(Bazilian et. al. 2019)
• Where are we headed?
• What can we do?
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Thank you-
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