1、McKinsey on RiskNumber 13,October 2022The net-zero materials transition:Implications for global supply chainsThe metals and minerals industries must adapt their supply chains to provide critical materials for the energy transition.AuthorsPatricia Bingoto Michel Foucart Maria GusakovaThomas Hundertma

2、rkMichel Van HoeyJuly 2023Materials Practice1Materials transition:Implications of the net-zero transition on global supply chainsIncreasingly bold climate targets are changing global materials supply chains,to the extent that the transition to a net-zero emissions economy has sparked a“materials tra

3、nsition.”This report aims to provide an integrated perspective on these supply-chain changes,including materials demand,shortages that can be expected,and key actions that will be required to balance the equation and safeguard the speed of the transition.With these points in mind,our research explor

4、es the following key findings:Materials are a critical enabler of the net-zero transition.The world has embarked on an ambitious decarbonization journey toward a net-zero emissions economy,which will require fundamental technology shifts across industries at an unprecedented speed.These technologies

5、 often require more physical materials for the same output when compared with their conventional counterparts during the construction phase.For example,battery electric vehicles(BEVs)are typically 15 to 20 percent heavier than comparable internal-combustion engine(ICE)vehicles and will therefore bec

6、ome a key driver for materials demand in the coming decades.Consequently,the extent to which global materials supply chains can keep up with new and accelerating sources of demand will be a critical determinant of global decarbonization rates.Even with the current decarbonization trajectory trending