Front and Centre Constraints on Energy Transition, Will It be Limited by Metal Supply Shortages?

SHANGHAI, Mar 28 – Demand for key metals linked to the 2050 net-zero carbon dioxide emissions strategy looks promising, but there is a view that supply constraints will derail or delay the energy transition unless several major hurdles are overcome soon. The first limitation is the time required to build more facilities such as mines.
Other constraints include falling ore grades and fractured funding. Another concern is that the mining industry's ability to invest in output growth may be insufficient, and the industry is already expanding its investor base.