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Panel Discussion: Investing in Domestic Critical Minerals Supply Chains

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Filmed at 121 Mining Investment London November 2021.

Panellists include:
Aline Carnizelo, Portfolio Manager, Pala Investments
Erez Ichilov, MD, Traxys Battery Holdings
Fredrik Stene, Deputy Hear of Research, Clarksons
Rebecca Gordon, CEO, Consulting & Critical Minerals CRU

Areas covered:
- Transitioning from hydrocarbons to electrons has triggered a tremendous redesign of materials supply chains – within the transition where do investors see value creation opportunities?

- Is self-sustaining domestic production of battery cells within the UK and Europe achievable or idealistic?

- Where and how are specialist funds finding the best companies and allocating capital?

- Should OEMs become LPs rather than product offtakers to bring greater capital pools for mine development?
Category
ATLANTIC ROAD
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