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There are many commodities which are stressed by the energy transition

More critical in 2022: 13 elements – Li, C, Mg, Al, Sc, Ti, V, Mo, Ru, Th, Pd, Os, Ir
Less critical in 2022: 10 elements – Cr, Ge, Se, Sb, Te, Hf, Au, Hg, Ti, Bi

Red elements combine

‐ Role in electrification & energy
transition
‐ Long term uncertainties
‐ Short term supply chain

bottlenecks
‐ Limited substitution possibilities

Source: World Materials Forum (https://worldmaterialsforum.com/home.html). This table is a collaboration between CRU, BRGM and McKinsey
Note: Elements in white have not been assessed

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