The chart on the left shows the breakdown of global investment in energy transition over time. As the mix of energy sources continue to evolve, investment in the energy transition will likely accelerate even more substantially as the contribution from renewables to overall energy production rises. The table on the right shows which commodities are used, with relative intensity, in clean energy technologies. Clean energy technologies are set to emerge as a major force in driving demand growth for critical commodities, especially as more countries step up their climate ambitions.