Session Details
As demand for critical metals grows, particularly those essential for clean energy technologies and national defence, countries are seeking supply chain diversification - away from China in particular. Developing more and potentially higher-cost capacity elsewhere swims against the tide of market economics. The investment required to change the trade flows is huge. Unless there is a seismic shift in the rate and efficiency at which the rest of the world deploys capital and operates, decoupling from China completely will mean a more expensive and much slower energy transition.
2 p.m. - 2:30 p.m.
Metal supply security: What would it take to reduce geopolitical risk?
Presenter(s):
Charles Cooper, Wood Mackenzie