The geopolitics of metals and metalloids used for the renewable energy transition

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TY - JOUR

T1 - The geopolitics of metals and metalloids used for the renewable energy transition

AU - Månberger, André

AU - Johansson, B.

PY - 2019

Y1 - 2019

N2 - This study examines the geopolitical role of 14 metals and metalloids needed for renewable energy technologies. The analysis focuses on three factors with potential geopolitical importance: the geographic concentration of resources, potential revenues of resources rich countries and the size of total global markets. The geographic concentration of most of the fourteen studied metals and metalloids will be higher than for oil. The only exceptions are tellurium, copper and silicon. The economic revenues as fraction of total economic throughput will be rather low for most of the countries studied. This will reduce the risk for a resource curse to emerge. The exceptions are the Democratic republic of Congo, Chile, Cuba, Madagascar and Zambia. The total economic value of the studied metals and metalloids will also be much smaller than the current oil market.

AB - This study examines the geopolitical role of 14 metals and metalloids needed for renewable energy technologies. The analysis focuses on three factors with potential geopolitical importance: the geographic concentration of resources, potential revenues of resources rich countries and the size of total global markets. The geographic concentration of most of the fourteen studied metals and metalloids will be higher than for oil. The only exceptions are tellurium, copper and silicon. The economic revenues as fraction of total economic throughput will be rather low for most of the countries studied. This will reduce the risk for a resource curse to emerge. The exceptions are the Democratic republic of Congo, Chile, Cuba, Madagascar and Zambia. The total economic value of the studied metals and metalloids will also be much smaller than the current oil market.

KW - Critical material

KW - Energy transition

KW - Geopolitics

KW - Renewable energy

KW - Resource curse

U2 - 10.1016/j.esr.2019.100394

DO - 10.1016/j.esr.2019.100394

M3 - Article

VL - 26

JO - Energy Strategy Reviews

JF - Energy Strategy Reviews

SN - 2211-467X

M1 - 100394

ER -