Critical Minerals for Energy Transition - Michael Schmidt
Commodity Industry Keynote: Critical Minerals for the Energy Transition - Michael Schmidt, DERA/BGR
121 Mining Investment TV
Dec 15, 2022
• European commodity risks to 2030 - Dynamics of raw materials in Lithium-ion batteries
• Inconsistencies in broker reported Lithium supply
• Supply concentration - the limiting factor to automotive transformation and European cell manufacturing
• The challenge - excessive investment in upstream required to increase battery-grade lithium supply
• Hydrogen market challenges to scale
• PGMs dynamics - with Russian and Ukrainian supply now off-line
Website: www.bgr.bund.de/EN/Themen/Min_rohstoffe/DERA/dera_node_en
Guest:
Michael Schmidt, Economic Geologist & Senior Analyst, DERA/BGR