The Battery and Energy Storage Materials panel focuses on the role of the battery metals, opportunities, risks, and more.
The webinar begins with a discussion around the looming deficit in key battery materials and what this means for the industry. Panellists discuss the supply and demand dynamics and where they see investment coming from to help meet the growth in demand.
The discussion shifts to look at the current disruptions in supply chains that we’re seeing and the impacts this is having on the markets. Panellists discuss the growing role of the OEMs as well as China’s dominance within the space.
On the investment front, panellists note the growing importance of ESG credentials and how to bring the environment more to the top of the conversation. We look at policy responses to support the sector to aid with this.
Finally, the discussion shifts to a more technical look at battery chemistries and future substitutions as well as the role of recycling and how these factors will help with supply issues.
Panellists:
Paul Lock, Managing Director, Pan Asia Metals
Harry Fisher, Senior Analyst – Battery Metals, CRU
Cameron Perks, Senior Analyst, Benchmark Mineral Intelligence
James Stewart, Natural Resources Portfolio Manager & Mining Equity Analyst, Ausbil Investment Management
Mining investment news, insights, and company profiles
Battery & Energy Storage Materials – CRU, Benchmark Mineral Intelligence, Pan Asia Metals, Ausbil Investment Management
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