Marielle Remillard

So yeah, we could replace carbon fiber with fiberglass, but it could have implications for the entire economy.

And this is just one material.

For all of these technologies, there's hundreds, maybe even thousands of components to consider.

So I could give you another example, right?

So if the wind example didn't resonate, we could talk about lithium-ion batteries.

They're skyrocketing in demand, driven by electric vehicles and grid-scale storage.

The anode material that goes into a lithium-ion battery is typically graphite.

We would pretty much need to double graphite supplies by 2030 to achieve net zero.

The graphite anode supply chain is dominated by China

they control 100% of battery-grade graphite.

So there are a lot of people looking to expand supplies of graphite, but there's also substitutions that are under research.

Scientists are exploring the alternative of using silicon as an anode material, but this not only creates a new opportunity for silicon producers, but could put pressure in semiconductor and solar panel industries.

Okay, thrown a lot at you, so just to check that you're following.

Achieving net zero is going to take a lot of stuff.

That stuff is going to increase our demand, could lead to scarcity, and businesses will respond through substitution.

But there's one more thing I'm not sure you caught.

Somebody's going to get rich.

That somebody could be you.

For businesses big and small, the energy transition creates the single largest industrial growth opportunity since the Industrial Revolution.

The energy sector that was once dominated by two fuels is now experiencing fierce competition among a broader range of climate technologies.