In unlocking critical energy transition technologies, key bottlenecks need to be overcome but can provide significant opportunities.
Risk of bottleneck per scenario¹
Source: McKinsey Energy Solutions’ Global Energy Perspective 2023
T&D for wind and solar, transport and fueling infrastructure for (green) H2, EVCI for electric vehicles.
²
Medium risk represents where bottlenecks have been identified as well as potential unlocks of historic examples that demonstrate ramp-up is realistic. High risk represents where bottlenecks have been identified and no unlocks to address the issue are available yet.
¹
McKinsey & Company
Investments
Infrastructure²
Cost competitiveness
Land
Manufacturing and labor
Materials
Electric vehicles
Heat pumps
Green hydrogen
Solar
Wind
N/A
High risk
Medium risk
No/limited risk
Fading Momentum
Current Trajectory
Further Acceleration
Achieved Commitments