Climate Change Data

Environmental Metrics

ESG Focus Areas

• Climate Change
• Resource Management
• Supply Chain Sustainability

Climate Goals & Targets

Environmental Challenges

• Potential conflict between ambitious EV adoption goals and the long lead times of metal and mineral production.
• Significant risk that mineral and mining production will fall short of projected demand.
• Slow permitting processes for new mining projects.
• Dominance of China in the refining of lithium and other critical minerals.
• Declining number of active mines in the US.

Mitigation Strategies

• Increased investment in lithium and rare earth elements production in Canada (e.g., James Bay Lithium Mine Project, Saskatchewan lithium extraction and refining facility).
• Government subsidies for battery manufacturing facilities in Ontario (Volkswagen and Stellantis).

Supply Chain Management

Climate-Related Risks & Opportunities

Transition Risks

• Regulatory changes impacting mining and EV production.
• Market shifts affecting demand for EV metals.

Opportunities

• Development of energy-efficient products and technologies.