The panellists explore the key challenges in progressing the energy transition away from hydrocarbons and towards electrification. Important challenges are debated around the sheer scale of mined materials and new infrastructure required to achieve an electrified future.
Crucially, the amount of investment required is addressed, along with new finance models such as SPACS and top-down activity from major miners moving into more niche technology metals.The panel also shares their pick of the battery metals set to perform well in the short-term, and thoughts are given on the interaction between renewables and base load energy sources, including views on uranium within the energy mix.
Will Thompson, Managing Partner, Massif Capital
Erez Ichilov, Managing Director, Traxys North America, Traxys Battery Holdings Ltd
Alain Halimi, Executive Director, Natural Resources & Energy, Americas CBA
Kimberly Berman, Analyst Special Projects & equity Research, BMO
Chris Berry, CEO & Founder, House Mountain Partners