Sustainability, Energy Transition, ESG | Weekly Thematic

Coming Up Short: Materials Availability To Limit Climate Progress
December 8, 2021
Commodities Mentioned:
Companies Mentioned:
Freeport McMoRan, Codelco, BHP, Glencore, Southern Copper, Teck Resources, Rio Tinto, Barrick, Newmont, Albemarle, Livent, Janus Henderson, Aramco, Golden Pass, Eastman

C-MACC Weekly “CRETER” (Climate etc.)

Coming Up Short: Materials Availability To Limit Climate Progress

  • There is mounting evidence of material shortages to meet climate goals and do not find markets aligned to fix it. Our study frames IEA views and general trends.  
  • Specialty metals are the focus of this report, but aluminum and other materials could also fall short of needs for renewable power, hydrogen, and EVs.
  • Specialty metals pricing is up 50+% in two years, and this is before demand picks up in response to increased orders for EV and wind/solar components.
  • The ESG investment frenzy is partly to blame, and we look again at resourcing, questioning how qualified ESG money managers are to make the right decisions.
  • Otherwise, we look at attitudes to recycling, more CCS, hydrogen, and ESG investing momentum, as well as Aramco’s social unrest projection.

See PDF below for all charts 

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