1、Global Materials Perspective2025October 20252Global Materials Perspective 2025About this reportThe Global Materials Perspective 2025 is produced by McKinseys Global Energy&Materials Practice.Building on the previous years report,this years Perspective explores materials demand across three energy tr
2、ansition scenarios(as defined in our Global Energy Perspective 2025)as well as three supply scenarios,based on asset-level data modeled by MineSpans.Our aim is to provide insight into the changing availability,affordability,and sustainability of materials,including those that are critical to the ene
3、rgy transition and the expansion of digital infrastructure.While the materials industry spans a broad range of subindustriesincluding metals and mining,building materials(concrete and cement,glass,and more),plastics,and pulp and paperthis report focuses primarily on metals and mining,which can be ca
4、tegorized along the following long-term demand trends driven by the energy transition:Materials for which demand is only to a small extent driven by the speed of the energy transition and that are consequently trending in line with the growth of global GDP and the growing middle class(for example,st
5、eel andaluminum)Materials for which demand is largely and positively affected by the energy transition because the materials are required in one or several low-carbon technologies compared with conventional technologies and are therefore frequently growing faster than in the previous decade(for exam
6、ple,copper,lithium,and rare earth elements REEs)Materials for which demand is largely and negatively affected by the energy transition because these materials are fundamental to conventional technologies,which are likely to be gradually phased out in the coming decades(with thermal coal a prime exam
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