At 121 Mining Investment London an expert group of investors and analysts focusing on the battery raw materials supplychain shared insights on how global decarbonisation efforts cannot be met without significant ramp up of investment into new projects.
We hear how the automotive sector faces an extremely challenging period while the panel had mixed reviews about the potential fate of car manufacturers in the great shift to all electric fleets. There was both positive and negative sentiment as to how automotive and battery OEMs will innovate and overcome the current global raw material shortages.
We also hear the significant impacts of global economic slowdown and rising cost inflation on critical minerals projects creating near term headwinds. The panel caps off with their assessment of the niche metals essential in enabling electrification and renewables infrastructure; from vanadium in stationary storage to high purity manganese and Rare Earth Elements.
Cameron Dowling, Investment Director, ARCH Emerging Markets Partners
Richard Shemesian, Chief Investment Officer, Bennelong Venture Capital
Simon Gardner-Bond, Chief Technical Officer, TechMet
Matt Fernley, Head of Research, Westbeck Volta Fund & Managing Director, Battery Materials Review