Angela Durrant, Principal Analyst, Nickel at Wood Mackenzie provided an in-depth presentation on the key drivers for the energy transition and nickel’s role within this mix. She begins with a broad look at the main drivers, explaining the growth in global emissions and impacts such as climate change. With the net zero targets agreed upon at COP 26, new decarbonization solutions and goals came about. In the end, she points out that the energy transition requires a much greater amount of metals pointing to new opportunities for mining companies.
Angela explains what they believe future nickel requirements will be and the project pipeline for the commodity. She also points to the impact of different types of nickel in addition to overall industry emissions. She finishes with a look at carbon taxes and costs as well as the roles of OEMs and the ESG forces driving the industry.
Website: www.woodmac.com
Guest:
Angela Durrant, Principal Analyst, Nickel, Wood Mackenzie
Mining investment news, insights, and company profiles
Analyst Insights: Nickel’s Role in a Green Economy – Angela Durrant, Wood Mackenzie
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