Looks like the Club for Big Bosses has figured out that Dy and...

Looks like the Club for Big Bosses has figured out that Dy and Tb are the biggest bottlenecks in energy transition…


Based on current supply and technology outlooks, the materials shortages and associated inability to shift to lower-carbon technologies would lead to the release of an additional 400 to 600 metric megatons of CO₂-equivalent emissions in 2030 alone.

In the scenarios considered in this report, shortages of dysprosium and terbium would be the primary causes of the increase in GHG emissions, which shows that bottlenecks in just one or a few materials can delay the deployment of lower-carbon technologies across multiple industries (in this case, electric vehicles [EVs] and wind turbines13) and thus slow the transition to net-zero emissions.

The net-zero materials transition: Implications for global supply chains
McKinsey July 2023