In this discussion, Matt Fifield (Managing Partner) and Ian Maxwell (Operating Partner), both of Pacific Road Capital, go deep into the key trends that they’ve seen accelerated in a ‘post-COVID’ universe: that is batteries and strategic minerals and the breakup of supply chains; and the impact of ESG standards on both investors and corporates.
Geopolitics of Metals: Strategic Minerals, New Energy, and the Breakup of Supply Chains – Matt Fifield, Managing Partner, Pacific Road Capital