The Second Most Important Chart in the New IEA Report

This is probably the most important chart in the new IEA report, Net Zero by 2050:

It answers the question I asked when I first read about the report in today’s New York Times: what happens without the “unprecedented” global cooperation the report calls for?

In that likely scenario, the IEA does not see the world arriving at Net Zero emissions until around 2090 — which means we will have missed important targets (including limiting average global temperature rise to 1.5° Celsius warming). It also means a much less livable human future.

The second most important chart, to my mind, is this one, predicting  growth in demand for critical minerals such as copper, nickel, cobalt, lithium, and rare earth elements.

The report breaks it down further:

In a short Twitter thread I wrote this morning, I offered this guess:

 

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