One of the biggest threats to a successful energy transition is the looming shortage in the raw materials that are needed for batteries, renewable energy production, and other industrial products. This session will look at how we can encourage further mining exploration to help source some of these crucial materials.
First we look at the various constraints faced by mining companies today. Companies are under increasing pressure to produce results and are finding time to be a bigger issue to deal with today rather than funding.
The panel discusses where the funding is coming from, noting that ESG focused funds are taking a greater role. There is currently a lot of equity in the market, particularly for the battery materials. Looking specifically at the various commodities, the panellists discuss where they expect to see supply shortages in the near- and long-term, also bringing in future battery technology and how demand can change moving forward.
The panel also looks at vertical integration, risks in project pipelines, bottleneck solutions, recycling, and more.
Bert Koth, Managing Director & Partner, Denham Capital Mining Fund
Francis Wedin, Managing Director, Vulcan Energy Resources – Zero Carbon Lithium