Want to make creations as awesome as this one?

No description

Transcript

Metals in the energy transition

Where is copper found ?

Who produces it ?

What risks is facing copper supply ?

Market concentration:what do the figurestell us?

Listen to the podcast

COPPER

#2

Who produces it ?

Where is copper found ?

COPPER

6,1 %

23 %

10 %

Mexico

Peru

Chili

Calculation based on: Shedd, K.B., (2020), “Mineral Commodity Summaries”, U.S. Geological Survey.

Main producing countries

World reserves

Russia

3,7 %

China 7,9 %

DRC

6,4 %

Zambia

Kazakhstan

3,9 %

3,4 %

Mexico

3,8 %

Chili

27,6 %

Peru

11,8 %

7 %

Russia

Australia

5 %

10 %

Australia

3 %

China

3,2 %

Indonesia

5,9 %

United States

6,4 %

UnitedStates

Calculés d’après : Shedd, K.B., (2020), “Mineral Commodity Summaries”, U.S. Geological Survey

Calculés d’après : Shedd, K.B., (2020), “Mineral Commodity Summaries”, U.S. Geological Survey

Market concentration: whatdothe figurestell us?

Les métaux dans la transition énergétique

The HerfindahlHirschmann index (HHI) is a measure of the market concentration

moderatelyconcentrated market

=

=

HHI > 2500

1500 < HHI < 2500

highly concentrated market

Calculation based on:Shedd, K.B., (2020), “Mineral Commodity Summaries”,U.S. Geological Survey.

1 224

HHI index - Copper production

HHI index - Copper reserves

881

HHI index - Oil production

781

Low concentration of the market

What risks for 2050?

Geological risk

78,3 % of cobalt resources known in 2010 would be extracted in a 4°C scenario

89,4 % of cobalt resources known in 2010 would be extracted in a more ambitious 2°C climate scenario

High pressure on cobalt resources in a 2°C scenario

In 2050

Economic: China controls almost 40 % of the refining activities

Geostrategic: China is reinforcing its presence in Asia, Africa and Latin America and securing its supplies

Environnemental: due to the decline in concentration of copper ore, its extraction is increasingly energy and water intensive

Social: the production generates numerous externalities (mining waste, landscape destruction)

Other risks

Metals in the energy transition

Listen to the podcast

Podcast (in french)

Metals in the energy transition

Episode 2Copper

7 minutes

More info