This panel, hosted at 121 Mining Investment Sydney, brought together investment experts to discuss the current supply and demand dynamics for critical minerals and the investment outlook for them. The panel looks at who is currently funding and what projects are the recipients of this funding. They look at the role of governments, investors, OEMs, and more within these funding structures.
The panel then discusses how they assess investment risk, regional strategies for critical minerals including those in the U.S. and Australia, and the interaction between risk and supply chains.
Julian Babarczy, Chief Investment Officer, Jigsaw Invest
Jan Fuchter, Director, Project & Structured Finance, Export Finance Australia
James Kruger, Partner, New Electric Partners
Daniel Porter, Portfolio Manager (Resources), PURE Asset Management