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)

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Tammi 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Joulu 202231min

87. Inflection point for Biogas/Biomethane - dec22

87. Inflection point for Biogas/Biomethane - dec22

The biogas/biomethane industry is now one of the promising segments of the Energy Transition: security of supply, renewables sources, local jobs, round the clock dispatchability; the industry ticks al...

1 Joulu 202230min

86. The politics of Energy Infrastructure - nov22

86. The politics of Energy Infrastructure - nov22

Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...

15 Marras 202229min

85. Energy Trading: the "Lehman Moment" - nov22

85. Energy Trading: the "Lehman Moment" - nov22

The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...

1 Marras 202231min

84. Floating Offshore Wind - oct22

84. Floating Offshore Wind - oct22

Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...

15 Loka 202230min

83. The rising tide of Electric Shipping - oct22

83. The rising tide of Electric Shipping - oct22

Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...

1 Loka 202227min

82. The new Carbon Markets - sep22

82. The new Carbon Markets - sep22

In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...

15 Syys 202230min

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