Filmed at 121 Mining Investment London November 2021.
Panellists include:
Aline Carnizelo, Portfolio Manager, Pala Investments
Erez Ichilov, MD, Traxys Battery Holdings
Fredrik Stene, Deputy Hear of Research, Clarksons
Rebecca Gordon, CEO, Consulting & Critical Minerals CRU
Areas covered:
- Transitioning from hydrocarbons to electrons has triggered a tremendous redesign of materials supply chains – within the transition where do investors see value creation opportunities?
- Is self-sustaining domestic production of battery cells within the UK and Europe achievable or idealistic?
- Where and how are specialist funds finding the best companies and allocating capital?
- Should OEMs become LPs rather than product offtakers to bring greater capital pools for mine development?