TED Business The economic opportunity hidden in the climate transition | Marielle Remillard
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Jul 14, 2025 
Marielle Remillard, a climate strategist, discusses the looming material shortages for the future energy grid. She identifies that the demand for billions of solar panels and millions of wind turbines presents both critical challenges and massive business opportunities. Remillard emphasizes the transition to net-zero emissions and the importance of innovation in materials. She urges entrepreneurs to get involved in climate solutions, highlighting successful strategies from companies paving the way for sustainable growth.
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Material Scarcity Risks
- Achieving net zero requires massive amounts of materials that may face scarcity by 2030.
- Substituting materials to address scarcity can create ripple effects across the economy.
Substitution Ripple Effects
- Substituting scarce materials like carbon fiber with alternatives stresses other materials such as boron.
- Boron supply is limited, mostly in Turkey, and mining expansion takes decades.
Battery Material Dependencies
- Lithium-ion battery demand requires doubling graphite supplies by 2030, which are dominated by China.
- Silicon as an anode substitute could strain semiconductor and solar panel industries.