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Panel Discussion: Investing in the Energy Transition

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.

Panellists:

Erez Ichilov, Managing Director, Traxys Battery Holdings

Anthony Milewski, Chairman, Nickel 28

Amanda van Dyke, Managing Director, Arch Emerging Market Partners

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about the author

Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

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