
The Geopolitics of the Energy Transition
Barron's Live
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The Prospect of an OPEC for Lithium
Is it likely that raw materials availability can restrict the growth of renewable energy production? Certainly possible. The limits to critical mineral access will have an impact on how quickly the energy transition takes place, which is why right now there's so much interest in increasing upstream production. Almost every country on Earth was affected in 2022 by the energy shock that came out in Russia's invasion of Ukraine. But I think you are starting to see an increase in resource nationalism internationally,. some of which is focusing on the issue of critical minerals.
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