On Demand

Interview

US Energy Transition policies - What they mean at home and global impacts

  • The US IRA and other government strategies and regulations to support the green energy transition are having global impacts - creating new opportunities in the mining space while also challenging traditional supply chains. With the challenge of growing the supply for a number of critical minerals domestically, countries such as the US also need to manage sustainability issues

  • This interview will discuss how US regulations are addressing the challenge of meeting the supply for key transition metals in a way that also addresses sustainability and ESG considerations

With:
Ian Lange, Director, Mineral and Energy Economics Program, Colorado School of Mines; Former Senior Economist, Council of Economic Advisers, The White House

Interview

Outlook for Uranium

  • Uranium has a necessary role in our decarbonized future - though that is not always understood amongst both industry and general populations. That role also differs greatly across geographies and governments

  • This interview will look at nuclear’s role in the future energy mix, the impact of current geopolitical issues on the industry, supply and demand, the role of small modular reactors, and more

With:
Guy Keller, Commodity Specialist and PM Nuclear Energy Opportunities Fund, Tribeca Investment Partners

Interview

Outlook for Graphite

  • Graphite has been a key focal point for investors and analysts alike as it’s role in the batteries market overtakes its industrial use

  • This session will look more in-depth into graphite - the importance of investing in the right type of product that matches future demand, in addition to the supply, demand, and pricing outlook for the metal

With:
Adam Best, Principal Research Scientist, CSIRO

Interview

Outlook for Lithium

  • Grades, metallurgy, processing, and more - It is increasingly difficult to understand the complexities of lithium, what makes a good project, and more

  • This interview will dive into supply and demand outlook, how to understand and analyze projects, opportunities in Australia and globally, and more

With:
Cameron Perks, Principal Analyst, Benchmark Mineral Intelligence

Interview

Investing in Uranium - Opportunities and Key Considerations

  • This interview will dissect key opportunities for investing in the space, considerations for investors, and more

With:
Warren Gilman, Chairman, CEO & Director, Queen’s Road Capital Investment Ltd.

Interview

Outlook for Nickel

  • A key metal in EVs, the outlook for nickel has never been stronger globally, and in recent months, Indonesia has been boosting its nickel industry, centering itself as one of the world’s top miners and processors of the battery metal

  • This session will examine the outlook for nickel, the intricacies of battery-grade materials, the impact of the growing role of Indonesia and China’s investment into the country, and more

With:
Harry Fisher, Project Manager (Consultancy), Benchmark Mineral Intelligence

Interview

Evolving Roles for the upstream and downstream

  • Amongst growing geopolitical tensions and the shortage in battery metals, market players across the value chain are taking a greater stake in securing the metals needed for the energy transition, for EV batteries, and more

  • This session will look at different focuses by geography, impacts on value chains, impacts by metal, and more

With:
Robert Baylis, Portfolio Manager, EIT InnoEnergy

Interview

China’s EV economy and its place in the global value chain

  • China has a strong and growing EV industry - having been at the forefront of the industry for years. However, as more countries look to nationalize their supply chains, where does this put China’s battery metals, batteries, and EV industries?

  • This interview will discuss innovation in China’s EV industry, the reconfiguration of EV and battery supply chains, impacts of the IRA, and the route forward