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)

110. French Nuclear “Oh la la” - Nov23

110. French Nuclear “Oh la la” - Nov23

Why should the 97% of non-French listeners of the podcast be interested in the fate of the French nuclear fleet?With 60GW and 56 reactors, the French nuclear fleet is critical to the very existence of...

15 Nov 202331min

109. Top Trends in Climate Tech - Nov23

109. Top Trends in Climate Tech - Nov23

We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon ...

1 Nov 202326min

108. Wind: the necessary Reset - Oct23

108. Wind: the necessary Reset - Oct23

Honestly, we have struggled to find a suitable title for this Episode. We thought of and then abandoned catchier titles such as “Withering Wind”, “Have we reached peak wind?” and even “Wind – WTF”. Fi...

16 Okt 202331min

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

The smaller the grid, the higher the price. Islands have been plagued forever by a higher price of power. This is an inherent consequence of their small scale. Add on the top some natural catastrophes...

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106. Chasing Methane leaks - Sept23

106. Chasing Methane leaks - Sept23

At Cop26 was launched the Global Methane Pledge to catalyse action to reduce methane. The problem is that no one really knew how much methane leaked nor who emitted what. Even the emitters didn’t have...

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105. Geothermal: Earth, Wind and Fire - Sept23

105. Geothermal: Earth, Wind and Fire - Sept23

Geothermal has been around for decades and always considered part of the Energy Transition. Unfortunately, its development has been limited to very specific geographical location (US West Coast, Icela...

1 Sep 202330min

104. Is Carbon the new Crypto? Aug23

104. Is Carbon the new Crypto? Aug23

After a decade in obscurity, carbon offsets have resurrected in recent years as more companies are targeting net zero. Volumes and prices have picked up in 2021-22 to create a 2bn USD market that some...

16 Aug 202329min

103. Battery chemistry: China against the World - Aug23

103. Battery chemistry: China against the World - Aug23

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.In 2023, China dominates the Li_Ion battery market and...

1 Aug 202331min

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