The dirty word you can’t say anymore (but is playing pivotal role in funding energy transition projects) from Cocktails and Commodities

The dirty word you can’t say anymore (but is playing pivotal role in funding energy transition projects)

27 minutes Posted Jul 30, 2023 at 12:38 am.

– The energy transition is about moving from ‘liquids to solids’

– To achieve any of the ESG requirements you need a lot more mining

– Permitting times for mining have blown out in the past decade

– Metals exchanges are drained of stockpiles

– Enormous opportunities for investors when lack of supply is realised

– There are very few fund manager ‘eyes’ on the resource industry

– Can Australia become a critical minerals processor?

– Price floors are becoming more common in offtake agreements

– The struggle to lock in a long term supply of minerals

– Two battery metals for your watch list: one for EVs and one for large battery storage

– What pairs well with a steak

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Show notes

Dan Porter from Pure Asset Management comes back for the final installment, where he and Shae Russell discuss why incumbent energy systems don’t turn on a dime, how permitting and funding are slowing down the energy transition and the two critical minerals you must put on your watch list.

Timestamps

Find part 1 here: https://open.spotify.com/episode/1xFP81Li9q12YZfuplcnLu?si=hwGBE8Y9QKWXgvsnpsLvqg

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