Commodity Industry Keynote: Critical Minerals for the Energy Transition - Michael Schmidt, DERA/BGR
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Commodity Industry Keynote: Critical Minerals for the Energy Transition – Michael Schmidt, DERA/BGR

byThe Assay
2 months ago
Reading Time: 1 min read

• European commodity risks to 2030 – Dynamics of raw materials in Lithium-ion batteries
• Inconsistencies in broker reported Lithium supply
• Supply concentration – the limiting factor to automotive transformation and European cell manufacturing
• The challenge – excessive investment in upstream required to increase battery-grade lithium supply
• Hydrogen market challenges to scale
• PGMs dynamics – with Russian and Ukrainian supply now off-line

Website: www.bgr.bund.de/EN/Themen/Min_rohstoffe/DERA/dera_node_en

Guest:
Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR

Tags: Critical MineralsEnergy
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