KETEP 세계에너지시장정보

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

Introduction ..................................................................................................14

1. Market review...........................................................................................19
 Mineral market trends.............................................................................. 20
 Geopolitical developments and implications for supply security ............. 38
 Downstream market trends ..................................................................... 58
 Investment trends .................................................................................... 75
 Latest policy developments ..................................................................... 91
 Sustainability performance tracking ........................................................ 96

2. Outlook for key minerals: Part 1.............................................................108
  Outlook overview................................................................................... 109
  Outlook for copper................................................................................. 124
  Outlook for lithium.................................................................................. 138
  Outlook for nickel................................................................................... 147
  Outlook for cobalt .................................................................................. 155
  Outlook for graphite............................................................................... 163
  Outlook for rare earth elements............................................................. 174
  Other key materials ............................................................................... 186
 Outlook for key minerals: Part 2..............................................................197
  Strategic minor minerals........................................................................ 198
 Outlook for key minerals: Part 3..............................................................213
  Nuclear supply chains ........................................................................... 214

3. Pathways to resilient and diversified supply chains...............................232
 Emergency preparedness ..................................................................... 233
 Policy and market frameworks to diversify supply chains..................... 259
 Technology, equipment and workforce..................................................283

4. Special focus on Latin America and the Caribbean ..............................305
 
Annex.........................................................................................................336
 Acknowledgements ................................................................................337
 Key projection results.............................................................................346