Devising Mineral Resource Supply Pathways to a Low-Carbon Electricity Generation by 2100

Achieving a “carbon neutral” world by 2100 or earlier in a context of economic growth implies a drastic and profound transformation of the way energy is supplied and consumed in our societies. In this paper, we use life-cycle inventories of electricity-generating technologies and an integrated assessment model (TIMES Integrated Assessment Model) to project the global raw material requirements in two scenarios: a second shared socioeconomic pathway baseline, and a 2 °C scenario by 2100. Material usage reported in the life-cycle inventories is distributed into three phases, namely construction, operation, and decommissioning. Material supply dynamics and the impact of the 2 °C warming limit are quantified for three raw fossil fuels and forty-eight metallic and nonmetallic mineral resources. Depending on the time horizon, graphite, sand, sulfur, borates, aluminum, chromium, nickel, silver, gold, rare earth elements or their substitutes could face a sharp increase in usage as a result of a massive installation of low-carbon technologies. Ignoring nonfuel resource availability and value in deep decarbonation, circular economy, or decoupling scenarios can potentially generate misleading, contradictory, or unachievable climate policies.