Sector specialists and capital allocators take time during 121 Mining Investment New York 2022 to share where they see the investment opportunity and the pain points in the energy transition away from hydrocarbons.
We learn how sustainability focused hedge funds and finance firms assess investment targets and determine the true sustainability of a business. Crucial insight is provided as to the raw materials shortages creating bottlenecks in supply-chains and threatening the energy transition’s trajectory.
Special focus is given to the USA and the strength of private sector innovation driving decarbonisation, while fragmented legislature and state level policy continue to create headwinds.
A thoroughly insightful discussion touching on EV battery chemistries, ESS, renewable power sources to the hydrogen fuel cells commercial development.
Panellists:
Veronica Zhang, Deputy Portfolio Manager, Environmental Sustainability Strategy Fund & Analyst, Natural Resources Equity Strategy, VanEck
Erez Ichilov, Managing Director, Traxys Battery Holdings
Adam Melnik, CEO & Director, Zacapa Resources
Kimberly Berman, Director, Equity Research & Special Projects Analyst, BMO Capital Markets
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