Page 15 - ANC22-Presentations-Weds
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Energy transition is leading to supply chain bottlenecks for key elements
Geopolitics are ‐ Policy developments due to Impact of War on Ukraine
affecting investment ‐ Responsibility for carbon emissions
patterns ‐ Investments in commodity production
‐ Share of renewables in the energy mix is growing strongly
Energy generation
demands new ‐ PV investments require Silicon
commodities ‐ Wind energy investments often require Rare Earth
Elements
‐ Connecting together many small generating units and high
Energy Transmission power car charging requires lots of Copper
remains copper
intensive ‐ Reducing domestic consumption of natural gas also puts
pressure on electricity transmission
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