Full Title: The Big Picture: 2024 Energy Transition Outlook - Near-Term Risks Abound For Decarbonization and Critical Minerals
Author(s): Mark Ferguson, Alice Yu, Tony Lenoir, Lillian Federico, Adam Wilson, Steve Piper
Publisher(s): S&P Global
Publication Date: November 4, 2023
Full Text: Download Resource
Description (excerpt):
Policy developments in 2022 and 2023 related to the transition to renewable energy sources and associated critical minerals have yielded considerable near- and medium-term opportunities for the energy and mining sectors. But market participants will face significant headwinds in 2024 as interest rates remain elevated and economic growth slows.
Amid the complex business environment and an uncertain economic outlook, identify the key factors affecting renewable energy transition and battery supply chain in 2024.