173. The politization of Critical Materials - Mar25
Redefining Energy24 Maalis 2025

173. The politization of Critical Materials - Mar25

The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.

The rest of the world is finally waking up to the economic and geopolitical challenges that this presents and is actively trying to secure the supplies of critical minerals by creating non-Chinese supply chains.

Gerard and Laurent sat down with Richard Tite, Chief Investment Officer of TechMet, a critical minerals investment company that is partially owned by the U.S. Government through a series of equity investments by the U.S. International Development Finance Corporation (DFC). TechMet’s portfolio currently includes 10 projects across North America, South America, Africa, and Europe, that produce, process, and recycle critical minerals.

How does it work? What are the costs? Can China be countered? Does it succeed?

Are Critical Minerals truly critical? They are certainly polarizing.

Jaksot(174)

97. The endless conundrum of power markets reform - May23

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96. How to monetise large scale Batteries?  - Apr23

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92. Who’s winning the battery arms race? - Feb23

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91. The radical transformations of the PPA market - Feb23

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Power Purchase Agreements (PPAs) are private contracts between a producer of renewable energy and consumers. The PPA was developing consistently, mainly driven by Utilities. Then 2022 arrived and we w...

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90. Blockchain, BigTech and 24/7 Green electrons - Jan23

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