Environmental, social and governance pressures should feature in future scenario planning about the transition to a low carbon future. As low-carbon energy technologies advance, markets are driving demand for energy transition metals. Increased extraction rates will augment the stress placed on people and the environment in extractive locations. To quantify this stress, we develop a set of global composite environmental, social and governance indicators, and examine mining projects across 20 metal commodities to identify the co-occurrence of environmental, social and governance risk factors. Our findings show that 84% of platinum resources and 70% of cobalt resources are located in high-risk contexts. Reflecting heightened demand, major metals like iron and copper are set to disturb more land. Jurisdictions extracting energy transition metals in low-risk contexts are positioned to develop and maintain safeguards against mining-related social and environmental risk factors.

We develop a novel approach to analysing decarbonisation strategies by linking global resource inventories with demographic systems. Our ‘mine-town systems’ approach establishes an empirical basis for examining the spatial extent of the transition and demographic effects of changing energy systems. The research highlights an urgent need for targeted macro-level planning as global markets see a decline in thermal coal and a ramp up of other mining commodities. Our findings suggest that ramping up energy transition metals (ETM) could be more disruptive to demographic systems than ramping down coal. The data shows asymmetry in the distribution of risks: mine-town systems within the United States are most sensitive to coal phase-out, while systems in Australia and Canada are most sensitive to ETM phase-in. A complete phase-out of coal could disrupt demographic systems with a minimum of 33.5 million people, and another 115.7 million people if all available ETM projects enter production.