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
Ian Lange, Director, Mineral and Energy Economics Program, Colorado School of Mines; Former Senior Economist, Council of Economic Advisers, The White House
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
Guy Keller, Commodity Specialist and PM Nuclear Energy Opportunities Fund, Tribeca Investment Partners
Graphite has been a key focal point for investors and analysts alike as it’s role in the batteries market overtakes its industrial use
Adam Best, Principal Research Scientist, CSIRO
Grades, metallurgy, processing, and more - It is increasingly difficult to understand the complexities of lithium, what makes a good project, and more
Cameron Perks, Principal Analyst, Benchmark Mineral Intelligence
This interview will dissect key opportunities for investing in the space, considerations for investors, and more
Warren Gilman, Chairman, CEO & Director, Queen’s Road Capital Investment Ltd.
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
Harry Fisher, Project Manager (Consultancy), Benchmark Mineral Intelligence
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
Robert Baylis, Portfolio Manager, EIT InnoEnergy
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?