国际能源署-2024年全球关键矿产展望（英）-2024.5-282页_17mb

报告摘要

Clean energy deployment drives record mineral demand for copper, lithium, nickel, cobalt, graphite and rare earth elements.
Market turbulence characterized by price volatility, with battery metals experiencing the largest declines in 2023.
Supply concentration and geographical risks remain significant concerns, particularly in climate-driven scenarios.
Recycling, innovation, and policy measures are crucial to address short-term supply constraints and enhance market transparency.

Demand for key energy transition minerals (copper, lithium, nickel, cobalt, graphite, rare earth elements) grows significantly to support clean energy transitions.
Supply concentration issues and price volatility create challenges for market stability and investment decisions.
Geopolitical risks, environmental performance, and diversification barriers are major concerns across minerals.
Recycling rates need to increase substantially to reduce reliance on primary supply and address demand-side measures.

Enhance recycling capabilities and demand-side measures to mitigate supply risks.
Improve market transparency through better pricing mechanisms and data availability.
Foster sustainable and responsible mineral production to ensure long-term supply security.

For detailed information, explore the full report: IEA Global Critical Minerals Outlook 2024.

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