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(174)

159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

159. Live from Baku Cop29. Inside the Zone: Chaos, Shock and Hope

Laurent goes live to Baku COP29 to discuss with Bruce “Almighty” Douglas, CEO Global Renewable Alliance and tireless promoter of Renewable Energy.He is the one who coins the famous “Triple Renewables”...

18 Nov 202413min

158. COP – Resilience or Irrelevance?

158. COP – Resilience or Irrelevance?

As COP29 begins, the ripple effects of the re-election of Donald Trump are reaching the shores of the Caspian Sea.  COP28 welcomed 85,000 delegates, within which a significant contingent of Oil lobbyi...

11 Nov 202428min

157. Mobile batteries, the ultimate flexibility - Nov24

157. Mobile batteries, the ultimate flexibility - Nov24

First, Gerard is sorry, he couldn’t make it as he was on a ship in the Irish Sea, and his Starlink wouldn’t connect. So, it is just Laurent interviewing a young superstar, Peter Paul van Voorst, CEO o...

4 Nov 202426min

156. Zeroing in on Electrification with Eurelectric

156. Zeroing in on Electrification with Eurelectric

Gerard and Laurent welcome Kristian Ruby, secretary general of Eurelectric, about their new report entitled “Power Barometer – Zeroing in on Electrification”.  To quote the IEA, we enter in the “Age o...

28 Okt 202421min

155. VPP & DER - Oct24

155. VPP & DER - Oct24

What are VPP? Virtual Power Plants. What are DER? Distributed Energy Resources?As the grid becomes more intermittent while the load is growing, those VPP/DER platforms provide a critical role by shedd...

21 Okt 202429min

154. The people driving the EV revolution

154. The people driving the EV revolution

While Gerard is doing his rock star concert at TedTalk Berlin, Laurent has invited an old friend, Roger Atkins, Top Voice on EVs to discuss the people behind the EV revolution.  Roger has a 40 year ca...

14 Okt 202419min

153. The Battery-coaster - Oct24

153. The Battery-coaster - Oct24

The battery infrastructure is currently growing 3x faster than the solar industry. Records are beaten daily: in August 2024, for the first time, Chinese battery factories passed the 100GWh production ...

7 Okt 202425min

152. Energy Transition – the Global Investment Guide

152. Energy Transition – the Global Investment Guide

Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.  -----Laurent will be ke...

30 Sep 202432min

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