Critical mineral uses by electrolyser technology system type
Total CAPEX and mineral costs as percentage of total CAPEX ($/KW, 2021)
- Development and site selection (for the purposes of this article, “development”)
- Engineering, procurement, and construction (“implementation”)
- Operations and maintenance (”operations”)
- Decommissioning
Critical mineral risks never disappear completely
- learning from other green technologies such as EV batteries and wind
- employing supply chain transparency, partnerships with upstream suppliers, and circular economy principles to unlock opportunities to hedge against market disruptions
What are critical minerals?
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Ethan Doyle
Senior Manager
+1 703-516-2315
Sasha Wedekind
Senior Manager, Energy Transition Management Consulting