173. The politization of Critical Materials - Mar25

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.

Episoder(179)

140. SolarPower Europe introduces the "Flexibility Revolution"

140. SolarPower Europe introduces the "Flexibility Revolution"

After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially.Gerard and Laurent bring in Walburga Hemetsberger, CEO of So...

8 Jul 202411min

139. The ESG label is outdated. What now? - Jul24

139. The ESG label is outdated. What now? - Jul24

Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit ...

1 Jul 202431min

138. The Energy Institute’s Statistical Review of World Energy

138. The Energy Institute’s Statistical Review of World Energy

We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses d...

24 Jun 202415min

137. Subsea interconnectors: new horizons - Jun24

137. Subsea interconnectors: new horizons - Jun24

UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption.Subsea cables are n...

17 Jun 202427min

136. Special Eurelectric with PPC’s CEO Georgios Stassis

136. Special Eurelectric with PPC’s CEO Georgios Stassis

Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24.PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has becom...

10 Jun 202417min

135. 2024: A pivotal year for the Energy Transition in China - Jun24

135. 2024: A pivotal year for the Energy Transition in China - Jun24

In April, we did Ep129 Minutes about China and announced the interview with a real expert. Here it is. With David Fishman, an American based in Shanghai, we dig deep into China’s Energy Transition. We...

3 Jun 202430min

134. EcoSummit Preview

134. EcoSummit Preview

Last week, Laurent was in Athens for the spectacular Eurelectric Summit (we will talk more about it in 2 weeks’ time, with a special Episode) meanwhile, we bring in our friend Jan-Michael Hess, organi...

27 Mai 20248min

133. AI, Datacenters and Energy - May24

133. AI, Datacenters and Energy - May24

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)...

20 Mai 202429min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik