- Understand the factors driving ongoing market volatility. Assessing structural deficits through a long-term lens – is over-supply a possibility?
- How are competing battery technologies developing, and will alternative chemistries alter the dominance of lithium-ion?
- Discuss the disconnect between long term battery materials supply fundamentals and capital markets for equities in critical minerals projects. How big is the opportunity present?
- Exploring secondary supply in Europe – what are the impacts of second life batteries and recycling of battery materials?
- Is the EU Critical Raw Materials Act removing barriers that have hindered growth in the European critical minerals footprint?
Moderator:
Charles Bond, Partner, Gowling
With:
Barry Jackson, Sourcing & Origination (Base, Battery, Precious, PGMs), Anglo American
Simon Gardner-Bond, Chief Technical Officer, Techmet
Matt Fernley, Managing Director, Battery Materials Review; Head of Research, Westbeck Volta Fund
Fiona Clouder, Chief Executive, ClouderVista
John Meyer, Partner & Mining Analyst, SP Angel
This was recorded at our 121 Mining Investment London event from 20-21 November 2023. For more information about the event and those who participated, click here: https://www.weare121.com/121mininginvestment-london/
