Raw materials demand for wind and solar PV technologies in the transition towards a decarbonised energy system

Carrara, S. Raw materials demand for wind and solar PV technologies in the transition towards a decarbonised energy system. Publications Office of the European Union. Available here.

JRC technical analysis quantifying raw material requirements for wind turbines and solar PV under EU decarbonisation scenarios to 2050, modelling demand for silicon, tellurium, indium, rare earths, and other materials across low, moderate, and high transition rates. The results show that the pace of clean energy deployment required by EU climate targets will generate material demand that outstrips current supply pipelines for several critical inputs — a finding that makes the energy transition itself a source of supply risk for the materials it depends on. The paper is foundational to understanding why the EU’s CRM policy cannot be designed independently of its energy transition ambitions.