121 London opened with investment leaders analysing where we are in the energy transition and how much more needs to be done this decade to have any meaningful impact. We hear how the dichotomy of macro and micro economic environment now is impacting metals and mining project finance, and the amount of capital required to realise the energy transition. The panel also share their commodity interests in the current market.
Panellists:
Cailey Barker, Director – Natural Resources & Thematics, Blackrock
Bert Koth, Partner & Managing Director, Denham Capital
Philip Clegg, Portfolio Manager, Orion Resource Partners
Morten Lien , Director – Investment Banking, Clarksons Securities