Critical Minerals Outlook 2026
Lithium demand, supply & recycling scenarios — illustrative sample data
Scenario:
Stated Policies (STEPS)
Announced Pledges (APS)
Net Zero (NZE)
Year:
2030
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Demand by Sector
illustrative
Supply Sources
illustrative
Recycling Contribution
illustrative
Key Takeaways
The IEA Global Critical Minerals Outlook 2026 tracks lithium, cobalt, nickel, copper, and rare earths across three scenarios
Three chart families: demand by sector (stacked bar), supply sources (pie), and recycling contribution (line)
Scenario selector flips between Stated Policies, Announced Pledges, and Net Zero trajectories
All data shown here is illustrative sample data — not actual IEA figures
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