This report focuses on raw material requirements for self-sufficient, carbon-neutral European energy systems. It addresses the need to ensure that the transition to a low-carbon economy in Europe is realistic, feasible, and sustainable. Previous studies have often overlooked the integration of material requirements in optimized designs considering a sector-coupled energy system, or have only considered a single configuration without exploring trade-offs in other equally feasible pathways.

To overcome these limitations, this report evaluates the material requirements of hundreds of radically different energy configurations that would allow Europe to become energy self-sufficient and carbon- neutral by 2050. The solutions were generated with the Euro-Calliope framework using an extension of the modeling-to-generate-alternatives approach, creating spatially explicit practically optimal results (SPORES). This approach broadens the solution space and explores energy configurations that are within 10% of the cost-optimal solution.

The results reveal that future energy configurations will be inherently material-intensive, primarily due to the large-scale deployment of power technologies and electric vehicles. In contrast, technologies such as infrastructure expansion and heating systems pose minimal challenges regarding resource consumption. The findings confirm that equally feasible energy system designs can have significantly different CRM demands, with some configurations more likely to face supply-chain bottlenecks for materials like lithium, cobalt, and nickel. Trade-offs emerge between specific CRMs and energy system options. For example, high electrification of the transport sector requires nearly double the amount of CRMs compared to configurations with greater biofuel utilization. However, reducing the number of EVs significantly limits flexibility in energy configurations, pushing Europe toward an energy system design that maximizes biofuel.
Nevertheless, this research identifies key strategies that may help mitigate CRM demand in electric vehicles. In the next 15 to 20 years, recycling could become a significant alternative to mining for meeting a substantial share of raw material needs. This report estimates that end-of-life battery recycling rates could decrease the need for newly mined materials like lithium, cobalt, and nickel by more than half. However, in the short-term, the availability of these minerals will be insufficient for recycling to become a practical solution. Furthermore, technical and economic barriers currently limit the potential of recycling and the complete shift to battery technologies that do not rely on critical raw materials. This provides actionable guidance for integrating circular economy efforts into energy policy.

Future research would benefit from adopting a more dynamic approach to better capture future material requirements. This can be done by incorporating potential improvements in material intensities, a wider range of sub-technologies, and their evolving market shares. Furthermore, exploring alternative energy configurations and examining how changes in constraints, such as self-sufficiency or moving further away from the cost-optimal solution, affect system design and material demand would be beneficial. Finally, material constraints could be included directly in energy models by limiting CRM demand, which would allow the assessment of feasible energy configurations.