In the urgent race to decarbonize the global economy, one of the most overlooked but critical challenges lies beneath the surface—literally. The transition to low-carbon energy technologies hinges not only on innovative engineering and policy shifts but also on the availability of essential minerals. A recent comprehensive study, analyzing hundreds of emissions mitigation scenarios from the latest Intergovernmental Panel on Climate Change (IPCC) Sixth Assessment Report, highlights a looming bottleneck: mineral scarcity. This constraint threatens to impede the deployment of key clean energy technologies, potentially derailing the ambitious pathways designed to limit global warming.
Using the Global Resource Evaluation of Abatement Technologies (GREAT) model, the research meticulously quantifies the demand for 40 minerals integral to 17 different low-carbon energy technologies. The findings are both illuminating and alarming—under a moderate mitigation scenario, every pathway analyzed is projected to face shortages of up to twelve critical minerals by the end of the century. These minerals are not just obscure elements but include the likes of indium, tin, cadmium, and tellurium, which are pivotal for technologies such as thin-film photovoltaic cells, wind turbines, and nuclear reactors. More than half of the examined pathways report severe shortages for these metals, underscoring the widespread vulnerability across decarbonization trajectories.
This mineral scarcity is far from a uniform, global challenge. The study reveals stark geographic disparities in the distribution and accessibility of critical resources. Regions such as the Middle East and Africa—already grappling with social and economic fragilities—face the greatest exposure to mineral shortages. In these vulnerable areas, the number of potential mineral scarcities could balloon to 24 by 2100, compounding existing development and equity concerns. This spatial dimension of resource constraint disrupts the ideal narrative of a seamlessly global clean energy transition and spotlights geopolitical and trade tensions that may rise as competition for scarce minerals intensifies.
Particularly problematic are the minerals associated with emerging and scalable renewable energy technologies. Indium and tellurium, essential for thin-film photovoltaic technologies, present critical pinch points. Their scarcity risks slowing photovoltaic scalability just as global demands for solar power soar. Concurrently, tin and cadmium demand, linked with wind and nuclear power infrastructure, may constrain the expansion of these technologies. These findings call into question the adequacy of relying heavily on any single technology and underline the importance of diversified energy portfolios to hedge against resource limitations.
The magnitude of mineral demand is driven by rapid technological deployment scenarios consistent with net-zero goals. Unlike fossil fuel resources, which have long-standing extraction and trade mechanisms, the global supply chains for many of these less abundant minerals remain immature, fragmented, and subject to significant environmental and social impacts. The study’s projections emphasize that future mineral extraction needs could vastly exceed current production levels, pushing beyond sustainable extraction rates and producing new forms of environmental degradation if not carefully managed.
This research also stresses a critical paradigm shift needed in climate mitigation strategies—not only must innovations focus on improving technology efficiency and cost reduction but equally on material efficiency, circularity, and supply chain resilience. Aggressive recycling and material substitution emerge as indispensable tactics. The ability to recover and reuse minerals from end-of-life energy technologies and consumer electronics could significantly alleviate primary extraction pressure, but such efforts require coordinated policy support and technological advancement in recycling processes.
Moreover, global trade cooperation will be foundational in navigating these mineral constraints. Since mineral reserves and processing capacities are unevenly spread, multinational agreements and transparent trade mechanisms could help balance demand and supply, buffering vulnerable regions from excessive economic reliance or geopolitical exploitation. This necessitates a proactive international governance framework to facilitate balanced resource allocation that aligns with climate and development priorities.
Importantly, the study touches on economic growth trajectories as another dimension influencing mineral demand. Moderate gross domestic product (GDP) growth, as opposed to highly ambitious economic expansion scenarios, may help temper the scale of material demand. This insight calls for integrating sustainable economic policies with climate action plans, balancing growth aspirations with planetary boundaries and resource limitations.
The broader implication of these mineral constraints is a humbling reminder that the pathway to decarbonization transcends simple technological fixes. It demands a holistic and strategic approach that integrates energy technology diversification, robust recycling infrastructures, substitution research, sustainable mining practices, geopolitical cooperation, and prudent economic planning. Only through such systemic coordination can the global community mitigate the hidden but profound risks posed by mineral scarcity.
Furthermore, the spotlight on mineral scarcity reframes the long-term sustainability conversation of energy technologies. While renewables promise near-zero emissions during operation, their cradle-to-grave environmental footprint hinges on resource extraction realities. Lifecycle assessments must therefore incorporate these upstream constraints to accurately gauge the true sustainability credentials of low-carbon technologies.
The urgency and magnitude of these findings also highlight critical research gaps, from improving mineral recovery technologies to developing alternative materials with reduced criticality. This creates fertile ground for innovation in materials science and engineering, as well as systemic innovation in resource governance and policy frameworks.
Governments, industry stakeholders, and international institutions must mobilize swiftly to implement integrated strategies that address mineral constraints alongside emission reductions. Investments in domestic and international recycling infrastructure, diversification of energy portfolios to reduce reliance on the most scarce minerals, and fostering global dialogue on resource equity will be crucial steps toward resilient energy transitions.
This study serves as a clarion call for the global climate community. The dream of an affordable and abundant clean energy future risks falling short if mineral bottlenecks are not anticipated and managed with foresight. Strategic planning around material resources must be elevated to the same priority as technological innovation and emissions targets to ensure the decarbonization journey is both climate-effective and socially equitable.
Ultimately, the energy transition is a complex socio-technical challenge that must harmonize environmental goals with the realities of natural resource availability. This research highlights that successful climate mitigation demands an integrated approach that brings together expertise in energy technologies, material science, economics, and geopolitics to navigate the critical crossroads of mineral scarcity and carbon reduction.
Subject of Research: Mineral demand and scarcity risks associated with deploying low-carbon energy technologies in global climate mitigation pathways.
Article Title: Navigating energy transition solutions for climate targets with minerals constraint.
Article References:
Wei, YM., Liu, LC., Kang, JN. et al. Navigating energy transition solutions for climate targets with minerals constraint. Nat. Clim. Chang. 15, 833–841 (2025). https://doi.org/10.1038/s41558-025-02373-3
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