KETEP 세계에너지시장정보

Executive summary ........................................................................................ 5 

Introduction................................................................................................... 11 

Market review ............................................................................................... 16 
 Clean energy deployment trends ............................................................. 17 
 Market trends for critical minerals ............................................................ 34 
 Short-term market developments for key energy transition minerals ....... 45 
 Investment trends ..................................................................................... 54 
 Latest policy developments ...................................................................... 67 
 ESG performance tracking ....................................................................... 74 

Demand and supply outlook for key materials ............................................. 80 
 Mineral demand for clean energy technologies ....................................... 83 
 Overview of the projections for key energy transition minerals ................ 95 
 Outlook for copper .................................................................................. 107 
 Outlook for lithium................................................................................... 124 
 Outlook for nickel .................................................................................... 136 
 Outlook for cobalt ................................................................................... 154 
 Outlook for graphite ................................................................................ 167 
 Outlook for rare earth elements .............................................................. 177 
 Brief review of other key materials ......................................................... 193
 
Clean energy transition risk assessments ..................................................202 

Implications .................................................................................................222 
 Investment in diversified supply ............................................................. 224 
 Recycling, innovation, and behavioural change .................................... 233 
 Market transparency .............................................................................. 243 
 Sustainable and responsible supplies ................................................... 250 

Annex .........................................................................................................253