- Battery materials are now as strategic as oil, essential to the energy and mobility transition – how are specialist funds and capital providers responding to this?
- Security of supply to meet ambitious electrification goals – Signifcance of Rio’s new California lithium discovery
- With long term demand story apparently strong, where and when will the larger patient capital emerge from? Is this a junior mining issue or industry wide issue?
- Early impacts of China’s NEV industry switch from policy to market-driven
- Metals price impacting battery chemistry
Aline Carnizelo, Portfolio Manager, Pala Investment
Michael Insulán, Analyst, Eurasian Resources Group
Simon Gardner-Bond, Senior Executive Vice President, Techmet
Caspar Rawles, Senior Analyst, Benchmark Mineral Intelligence