The percentage of power generated from renewables is forecast to rise from 10% to 60% - which in turn is expected to spark a major spike in demand for metals, says Jabulani Sikhakhane.
South Africa has an opportunity to reap big rewards from the demand for metals, which is forecast to arise from the transition globally from fossils to cleaner energies.
But it could also lose out on the boom if it fails to expand mining production to meet the "unprecedented metals demand" which, according to a recent IMF forecast, could be as high as three billion tons over the coming decades.