Battery Metals Panel: DCDB Group, House Mountain Partners, IHS Markit, BMO, Techmet
121 Mining Investment TV
https://youtu.be/1fxgV1Of7Gk
Securing critical metals supply chains for a technology led recovery
EVs after the pandemic - China lifting BEV subsidies
Battery cathode technology - VW and Quantumscape to dominate with solid-state breakthrough?
Supply chain developments, nickel cost vs supply risks
Copper disruptions: Chile and Peru outlook
Which battery metals are the panel most bullish on and which pose greater downside risks?
Moderator: Emily Hersh, Managing Partner, DCDB Group
Panellists:
Chris Berry, CEO & Founder, House Mountain Partners
Chloe Holzinger, Senior Analyst, Batteries & Energy Storage, IHS Markit
Kimberly Berman, Analyst, Special Projects & Equity Research, BMO
Simon Gardner-Bond, Senior Executive Vice President, Techmet
Energy performance metrics are playing a big part in which battery metal projects to invest in. (at 14:00 minutes)
Projects require ESG credentials = CO2 emission, water usage, miles travelled, recycling, etc - the new normal being asked by Investors and Car Manufacturers!! At least Clean TeQ has been promoting these credentials for a while now.
General Information, page-48
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