TED Talks Daily The economic opportunity hidden in the climate transition | Marielle Remillard
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May 17, 2025 
Marielle Remillard, a climate strategist, advocates for innovation in business to tackle climate challenges. She discusses the vast materials needed for a future energy grid, highlighting potential shortages of key resources like cobalt and aluminum. Remillard emphasizes that these challenges present unparalleled business opportunities, likening them to the Industrial Revolution. By strategically planning the renewable energy supply chain, she urges policymakers and investors to embrace sustainability as a pathway to economic growth.
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Massive Material Needs for Net Zero
- The energy transition requires enormous amounts of raw materials across many sectors.
- Achieving net zero depends heavily on the availability of components like steel, glass, and rare earth metals.
Material Scarcity and Substitution Risks
- Many materials face scarcity by 2030 when considering all sectors simultaneously.
- Substitutions for scarce materials can shift demand pressures to other supply chains.
Carbon Fiber to Fiberglass Example
- Substituting carbon fiber with fiberglass in wind turbines sounds logical but stresses boron supplies.
- Boron is scarce geographically and slow to expand mining, illustrating complex supply chain effects.