In the two years since we published our research on electric vehicles (EVs) and metals, we’ve seen a dynamic metals market unfold before our eyes. The copper, lithium, and nickel markets are undergoing a rapid transformation, driven by the green energy revolution, which has spurred investments and innovation to meet the growing demand of EVs and renewable energy. In this paper, we explore how supply and demand for some of these “commodities of the future” have been shaped by the transition to a low-carbon future. We also explore governmental responses from emerging markets (EMs) to these shifting dynamics.
