This panel at 121 Mining Investment Sydney discusses metals trends, economic outlook, and the energy transition, looking first at the key themes emerging in 2022 especially as they relate to the energy transition goals.
They look at the looming supply deficits in the key metals and discuss the challenges in getting this up – specifically in lithium, graphite, etc. They also discuss the impact of Russian sanctions on regional metals supply and how supply chains will be re-considered and re-evaluated.
Panellists:
Clyde Russell, Asia Commodities and Energy Columnist, Thomson Reuters
David Franklyn, Head of Funds Management, Argonaut
Barry Dawes, Executive Chairman, Martin Place Securities