The renewable energy transition and battery and strategic metal markets
- By: John P Sykes
Posted in: Blog, Commodities, Conferences, Future, Mineral Economics, Mineral Policy, Mining, PhD, Publications, Research, Strategy
Welcome to 2018.
Last year was a busy year and this year already looks like it will be another busy one. As such, I’d like to finish posting the various presentations, papers and articles from last year that are, as yet, unmentioned on this website, as soon as possible.
In November last year, I was pleased to present the keynote address at the Australian Institute of Geoscientists (AIG) ‘Battery and Strategic Metals Conference’ here in Perth. The presentation was entitled “The Impact of the Renewable Energy Transition on Battery and Strategic Metal Markets”. It covered the role of battery metals and metals associated with solar and wind power in the energy transition and in particular the supply constraints acting on many of these metal markets. The presentation then looked at the origins of these sustainabilty and geopolitical constraints and explored two scenarios for the post-energy transition world, which would govern which would be the ‘successful’ technologies and thus the major market growth opportunities for the multitude of battery and renewable energy metals. The presentation was based on some of my PhD research and some earlier academic research.
The presentation is available below: