This
Viewpoint discusses the implications of the net zero energy
transition on traditional chemical feedstocks and catalytic elements.
While the full impact of the upcoming changes is difficult to assess,
some trends from scenarios already underway can be mapped. For example,
a steady growth in electric passenger vehicles will diminish transportation-related
petroleum refining output, which could then create chemical feedstock
gaps and changes in the supply/demand dynamics of certain critical
metals. These impacts could present unexpected opportunities for emerging
feedstocks such as biomass, sequestered CO2, and recycled
carbon to bridge the supply gaps, even within the next decade. Further,
catalytic metals such as Pd, Rh, and Pt will be displaced from petroleum
refining and automotive exhaust catalytic converter applications and
potentially become more available for producing chemicals and aviation
fuels from emerging feedstocks. At the same time, metals such as Co
and Ni, which are currently considered to be earth abundant, will
face increasing demand in energy storage applications and thus could
become less attractive for catalytic applications. The availability
of carbon-free hydrogen and oxygen will facilitate the march toward
decarbonization of the chemical industry. Finally, the enormity of
displaced petroleum refining assets offers the possibility of repurposing
some of them to process emerging feedstocks. These disruptions will
have profound implications in future catalysis research and must be
considered for a well-guided transition toward industrial sustainability.