RAw Materials for the Energy Transition
The energy transition is a pillar of climate policies. The development of technologies for the energy transition on the scale necessary to achieve the goals of such policies is putting pressure on markets for various raw materials, including minerals with highly concentrated geographic supply. The RAMET program – RAw Materials for the Energy Transition – will analyse the interconnection between the goals of energy transition policies, the markets for Energy Transition Minerals (ETM), and their macroeconomic implications in the short, medium and long term.
Objectives
The program is structured around three main objectives, each addressed by a dedicated sub-project:
- ETM Markets: we will explore the determinants of prices, demand, and supply of energy transition metals. We will focus on the development of econometric models useful for short-, medium- and long-term forecasting and scenario generation.
- Macroeconomic Effects of the Energy Transition: we will analyse the macroeconomic effects and propagation mechanisms of the fluctuations of the prices of energy transition metals.
- The Role of Innovation in Energy Transition Policies: we will examine the role of innovation as a possible tool to reduce the dependency of green energy technologies on critical energy transition metals. We will study the diffusion of green technologies based on critical energy transition metals and identify new technological trajectories through a patent analysis. Moreover, we will assess whether innovation in recycling, recovery, and material reuse can be a means to mitigate raw material scarcity in European countries.
Expected Impacts
- Advance scientific knowledge regarding the functioning of mineral markets for energy transition and their econometric modelling in order to generate short-, medium- and long-term forecasts and scenarios.
- Connect researchers and key stakeholders interested in the functioning of mineral markets for energy transition, such as Central Banks, market analysts, data providers, and businesses, through dedicated workshops, seminars, and events.
- The Program encourages interactions with researchers involved in other FEEM research initiatives.
Publications
Scientific Pubblications
Working Paper | 25.06.2024
Partially identified heteroskedastic SVARs
Emanuele Bacchiocchi (Department of Economics, University of Bologna), Andrea Bastianin (Department of Economics, Management and Quantitative Methods, University of Milan and Fondazione Eni Enrico Mattei), Toru Kitagawa (Department of Economics, Brown University), Elisabetta Mirto (Department of Economics, Management and Quantitative Methods, University of Milan)
Working Paper | 14.06.2024
Macroeconomic Spillovers of Weather Shocks across U.S. States
Emanuele Bacchiocchi (Department of Economics, University of Bologna); Andrea Bastianin (Fondazione Eni Enrico Mattei and Department of Economics, Management and Quantitative Methods, University of Milan); Graziano Moramarco (Department of Economics, University of Bologna)
Journal Articles | 25.03.2024
Understanding the Future of Critical Raw Materials for the Energy Transition: SVAR Models for the U.S. Market
Ilenia Gaia Romani (Università degli Studi di Brescia e Fondazione Eni Enrico Mattei); Chiara Casoli (Fondazione Eni Enrico Mattei)
Working Paper | 13.02.2024
What drives the European carbon market? Macroeconomic factors and forecasts
Andrea Bastianin (University of Milan and Fondazione Eni Enrico Mattei); Elisabetta Mirto (University of Milan); Yan Qin (London Stock Exchange Group); Luca Rossini (University of Milan and Fondazione Eni Enrico Mattei)
Journal Articles | 08.01.2024
Geography of control: a deep dive assessment on criticality and lithium supply chain
Alberto Prina Cerai (Fondazione Eni Enrico Mattei)
Journal Articles | 20.11.2023
The connectedness of Energy Transition Metals
Andrea Bastianin (Department of Economics, Management and Quantitative Methods, University of Milan and Fondazione Eni Enrico Mattei); Chiara Casoli (Fondazione Eni Enrico Mattei); Marzio Galeotti (Department of Environmental Science and Policy, University of Milan and Fondazione Eni Enrico Mattei)
Working Paper | 30.10.2023
Is the Price Cap for Gas Useful? Evidence from European Countries
Francesco Ravazzolo (Norwegian Business School and Free-University of Bozen-Bolzano); Luca Rossini (University of Milan and Fondazione Eni Enrico Mattei)
Working Paper | 26.06.2023
The connectedness of Energy Transition Metals
Andrea Bastianin (Department of Economics, Management, and Quantitative Methods, University of Milan and Fondazione Eni Enrico Mattei); Chiara Casoli (Fondazione Eni Enrico Mattei); Marzio Galeotti (Department of Environmental Science and Policy, University of Milan and Fondazione Eni Enrico Mattei)
Other Pubblications
Pubblicazioni Media | 21.03.2024
Promesse e criticità del regolamento Ue sulle materie prime
Alberto Prina Cerai (Fondazione Eni Enrico Mattei)
Pubblicazioni Media | 15.12.2023
Materiali critici: per la UE il tesoro del Grande Nord
Alberto Prina Cerai (Fondazione Eni Enrico Mattei)
Pubblicazioni Media | 15.11.2023
Terre rare e controlli sull’export, fact-checking sul ruolo della Cina
Alberto Prina Cerai (Fondazione Eni Enrico Mattei)