国际钴协会：钴行业2050释放净零未来的潜力报告（英文版）（33页）.pdf

1、October 2024Cobalt 2050:Unlocking potentialfor a net-zero futureCobalt 2050:Unlocking potentialfor a net-zero futureSection 1:10 Key Highlights .01Section 2:Cobalt Market Overview:growth remains resilent .02Section 3:Demand:growth in all key sectors .033.1.Battery demand .053.2.Industrial demand .13

2、3.3.Net zero scenario for batteries and cobalt .20Section 4:Cobalt market 2050:investment and policies needed to unlock the energy transition potential .22CONTENTSCobalt 2050:Unlocking potentialfor a net-zero future11.10 KEY HIGHLIGHTS1.Cobalt is indispensable for the world to reach net-zero by 2050

3、 due to its use in electric vehicle(EV)batteries and its role as an enabler of new technology.Key sectors EVs,aero-space,defence and consumer electronics demonstrate significant growth in demand for cobalt between now and 2050.2.Despite current market headwinds,the EV market remains strong,with grow

4、th continu-ing albeit at lower levels than in the early stage of adoption.In the next four years,passenger electric vehicle sales will grow at an average of 21%per year,building on the previously rapid initial growth that characterised the EV sectors infancy.3.Batteries used in EVs will displace 23

5、million barrels of oil per day(Mb/d)by 2040,pre-venting 2.7 gigatons(Gt)of CO2 emissions the same year.4.Global annual demand for cobalt from batteries will grow more than three-fold be-tween 2020 and 2050,reaching 250kiltons by 2050.This will be driven by global commitments to achieve net-zero.Batt

6、eries will remain the key driver of growth,accounting for 60%of over-all cobalt demand by 2050.5.Cumulatively,the overall battery industry will require at least 5.5 million tons of cobalt between 2023 and 2050 to power electric vehicles,consumer electronics and stationary stor-age critical energy tr