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.

Rapidly transitioning the global energy system to renewables is considered necessary to combat climate change. Current estimates suggest that at least 30 energy transition minerals and metals (ETMs) form the material base for the energy transition. The inventory of ETMs indicates a high level of intersectionality with territories less impacted by the historic forces of industrialization. To identify the current global footprint, 5,097 ETM projects were geo-located against indicators for indigeneity, human modification of land, food production, water risk, conflict, as well as capacity measures for project permitting, consultation and consent. Study results differentiate ETMs to improve visibility over linkages between technology, resources and sustainability objectives. Our analysis reveals that more than half of the ETM resource base is located on or near the lands of Indigenous and peasant peoples, two groups whose rights to consultation and free prior informed consent are embedded in United Nations declarations.

The concept of a ‘just transition’ to a low‐carbon economy is firmly embedded in mainstream global discourses about mitigating climate change. Drawing on Karl Polanyi's political economy elaborated inThe Great Transformation, we interrogate the idea of a just transition and place it within its historical context. We address a major contradiction at the core of global energy transition debates: the rapid shift to low‐carbon energy‐systems will require increased extraction of minerals and metals. In doing so, we argue that extractive industries are energy and carbon‐intensive, and will enlarge and intensify social and ecological injustice. Our findings reveal the importance of understanding how the idea of a just transition is used, and by who, and the type of justice that underpins this concept. We demonstrate the need to ground just transition policies and programmes in a notion of justice as fairness.