The energy transition requires a greater and steadier supply of the rare earths and other critical minerals to help with the buildout of EVs and other renewable technologies. With China still dominating the critical minerals space, governments and companies around the world are noting opportunities to fill the supply gaps and to develop resources on national levels. Also, the breakdown in supply chains that we saw throughout the COVID-19 pandemic really highlighted the need for more domestic producers and processing plants for these key minerals.
The panel opens with a look at the supply and demand outlook for these key metals and where our panellists see potential future supply gaps.
Investment into new mine development and exploration is a critical factor in making sure we meet the growing demand and so the panellists discuss what’s happening in exploration financing.
Another big theme at the moment is the focus on nationalizing or regionalizing metals’ supply chains. Panellists discuss the role of governments and others within this push and the impact this will have on the industry. We also discuss the role that OEMs are taking within the battery supply chains, the shift away from China’s dominance in this space, and the way forward.
Panellists:
Luisa Moreno, Managing Director, Tahuti Global
Ross Gregory, Partner, New Electric Partners
Ryan Castilloux, Managing Director, Adamas Intelligence
Jack Bedder, Founder & Director, Project Blue
Mining investment news, insights, and company profiles
Supply Chain Securities for Critical Minerals
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