In 2021, the COP26 meetings saw many countries committing to further accelerating their decarbonization plans and strengthening emissions reduction targets ahead of the timeline set out in the Paris Agreement. With the accelerated phaseout of coal, there is a growing target for the mining industry to grow the supply of key battery metals that will help to grow the batteries and renewable energy space.
The panel kicks off with a discussion into where the investment is going, noting that China has been ahead of the curve in terms of investing in and preparing for the energy transition. Panellists look at private equity investment, barriers to entry, and how to put capital into the juniors.
They move on to talk about the industry’s public relations challenges and solutions – essentially, communicating the impact of the tech metals on the energy transition.
We look at ESG as a guideline for investment, supply chain strategies, and the role of governments and investors.
Finally, the panel looks at the way forward for the industry and what to expect next.
Erez Ichilov, Managing Director, Traxys Battery Holdings
Anthony Milewski, Chairman, Nickel 28
Amanda van Dyke, Managing Director, Arch Emerging Market Partners